Markets, Money, & Meaning
With Casey Fulp, CFP®
The Date of Aggression And The Natural Calendar
The episode examines a darker theme, “The Date of Aggression,” highlighting a chilling pattern of historical violence from April 16–22, including events like the Warsaw Ghetto Uprising, the Oklahoma City Bombing, and the Columbine Massacre. Casey ties these themes to a call for reconnecting with natural rhythms and reflecting on time’s deeper meaning. Listeners are encouraged to rethink their relationship with nature’s cycles and how financial decisions should be thought about this time of year.
One Size Does Not Fit All
Defining financial freedom is personal. Your plan for achieving it should be, too. Casey Fulp, CFP® explains how many financial advisors or planners are more focused on creating a systemic approach to running their business, and this comes at your expense. The journey you take to achieve your goals needs to account for the nuance and detail individual to you.
Tar(iff)ed & Feathered
This month, we have pulled audio from a client video sent to our clients to help shed light on recent market volatility and sentiment around tariffs, DOGE, recession fears and more.
Prickles & Goo
The key to long-term financial success lies in blending structure with flexibility. A robust financial plan acts as a sturdy framework (prickles) that gives you the confidence to adapt to life's uncertainties (goo) without losing sight of your goals.
Introducing: Markets, Money, & Meaning with Casey Fulp, CFP®
We are thrilled to introduce our new podcast “Markets, Money, and Meaning”. Here, we will explore the intersection of personal financial planning, investment markets, and the deeper purpose of building wealth. Hosted by a fully independent, fee-only CERTIFIED FINANCIAL PLANNER® professional, the show champions individual liberty and strives to bring clarity to a financial world that often feels needlessly complex and misleading.