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Park Lake Advisors Financial Planner Investments in Okemos, Michigan, Lansing, Michigan and a virtual financial planner
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    • Fiduciary Commitment
  • Five-Minute Finance
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      • New Client Onboarding
      • Risk Tolerance Questionnaire
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Check the background of this financial professional on FINRA's BrokerCheck
Park Lake Advisors Financial Planner Investments in Okemos, Michigan, Lansing, Michigan and a virtual financial planner
Schedule Now
Ep 1: Introduction to Five-Minute Finance
1:12
Ep 1: Introduction to Five-Minute Finance
Ep 2: Second Marriages & Your Estate
2:52
Ep 2: Second Marriages & Your Estate
Ep 3: Greatest Retirement Fear
3:16
Ep 3: Greatest Retirement Fear
Ep 4: Volunteering in Retirement
2:53
Ep 4: Volunteering in Retirement
Ep 5: Benefits of Prepaid Debit Cards
3:34
Ep 5: Benefits of Prepaid Debit Cards
Ep 6: Extended Care Coverage
4:36
Ep 6: Extended Care Coverage
Ep 7: Medicare Coverage Gaps
4:48
Ep 7: Medicare Coverage Gaps
Ep 8: Being Psychologically Ready To Retire
3:39
Ep 8: Being Psychologically Ready To Retire
Ep 9: Insurance After Divorce
3:14
Ep 9: Insurance After Divorce
Ep 10: Your Emergency Fund
3:12
Ep 10: Your Emergency Fund
Ep 11: Trusted Contact and You
4:12
Ep 11: Trusted Contact and You
Ep 12: How to Value Your Business
4:03
Ep 12: How to Value Your Business
Ep 13: Make Roth 401(k)s Work For You
3:48
Ep 13: Make Roth 401(k)s Work For You
Ep 14: What is a 1035 Exchange
4:38
Ep 14: What is a 1035 Exchange
Ep 15: Understanding Universal Life Polcies
3:54
Ep 15: Understanding Universal Life Polcies
Ep 16: The Power of a Will
04:29
Ep 16: The Power of a Will
Ep 17: Making Estimated Tax Payments
3:31
Ep 17: Making Estimated Tax Payments
Ep 18: The Decision on When to Take Social Security
3:35
Ep 18: The Decision on When to Take Social Security
Ep 19: How to Self-Insure
3:27
Ep 19: How to Self-Insure
Ep 20: Unexpected Tax Consequence of Living Too Long
2:43
Ep 20: Unexpected Tax Consequence of Living Too Long
Ep 21: The Lowdown on Credit Scores
3:24
Ep 21: The Lowdown on Credit Scores
Ep 22: Types of Stock Market Analysis
4:00
Ep 22: Types of Stock Market Analysis
Ep 23: Trends in Charitable Giving
4:21
Ep 23: Trends in Charitable Giving
Ep 24: What is Personal Savings Rate
2:41
Ep 24: What is Personal Savings Rate
Ep 25: When Sequence of Returns is Important
4:16
Ep 25: When Sequence of Returns is Important
Ep 26: Why Use a Traditional or Roth IRA
3:58
Ep 26: Why Use a Traditional or Roth IRA
Ep 27: What Can You Buy with a 529 Plan Distribution
5:32
Ep 27: What Can You Buy with a 529 Plan Distribution
Ep 28: The Mystery of the S&P 500 Index
3:45
Ep 28: The Mystery of the S&P 500 Index
Ep 29: The Economic Journey of Your Cup of Coffee
3:11
Ep 29: The Economic Journey of Your Cup of Coffee
Ep 30: The Great Debate - Active vs Passive Management
3:04
Ep 30: The Great Debate – Active vs Passive Management
Ep 31: Five Basics of Financial Literacy
3:58
Ep 31: Five Basics of Financial Literacy
Ep 32: Understanding Your Medicare Benefits
5:01
Ep 32: Understanding Your Medicare Benefits
Ep 33: How Procrastination Can Affect Your Financial Life
3:12
Ep 33: How Procrastination Can Affect Your Financial Life
Ep 34: The Cost of Medical Care - To Self-Insure or Not
4:20
Ep 34: The Cost of Medical Care – To Self-Insure or Not
Ep 35: Tax Deductions You Won't Believe
3:36
Ep 35: Tax Deductions You Won’t Believe
Ep 36: Systematic Withdrawals in Retirement
3:28
Ep 36: Systematic Withdrawals in Retirement
Ep 37: Teen Drinking and Your Liability
2:34
Ep 37: Teen Drinking and Your Liability
Ep 38: Tax Rules When You Sell Your Home
3:01
Ep 38: Tax Rules When You Sell Your Home
Ep 39: Strategies for Managing Your Student Loan Debt
3:51
Ep 39: Strategies for Managing Your Student Loan Debt
Ep 40: How to Succeed at Succession Planning
3:53
Ep 40: How to Succeed at Succession Planning
Ep 41: The ABC's of Zero Coupon Bonds
3:21
Ep 41: The ABC’s of Zero Coupon Bonds
Ep 42: Maximizing Your Social Security Benefit
4:27
Ep 42: Maximizing Your Social Security Benefit
Ep 43: Stop Wasting Money!
4:10
Ep 43: Stop Wasting Money!
Ep 44: The Wonderful World of Silver Sneakers
3:00
Ep 44: The Wonderful World of Silver Sneakers
Ep 45: How Much Social Security Will You Receive
3:00
Ep 45: How Much Social Security Will You Receive
Ep 46: Starting a Roth IRA for Teens
3:21
Ep 46: Starting a Roth IRA for Teens
Ep 47: Spotting Credit Trouble
3:28
Ep 47: Spotting Credit Trouble
Ep 52: Don't Get Caught Off Guard: What You Need to Know About Health Care Expenses During Retirement
2:39
Ep 52: Don’t Get Caught Off Guard: What You Need to Know About Health Care Expenses During Retirement
Ep 48: Understanding Investment Risk - The Risk Perspective
3:01
Ep 48: Understanding Investment Risk – The Risk Perspective
Ep 49: Separating the Signal from the Noise - A Role of Your Financial Professional
3:19
Ep 49: Separating the Signal from the Noise – A Role of Your Financial Professional
Ep 50: Let Time Work for You: Saving Early & The Power of Compound Interest
3:17
Ep 50: Let Time Work for You: Saving Early & The Power of Compound Interest
Ep 51: Saving Social Security
5:54
Ep 51: Saving Social Security
Ep 52: Don't Get Caught Off Guard: What You Need to Know About Health Care Expenses During Retirement
2:39
Ep 52: Don’t Get Caught Off Guard: What You Need to Know About Health Care Expenses During Retirement
Ep 53: Super Bowl Sunday: The Big Business Behind America's Favorite Game
3:36
Ep 53: Super Bowl Sunday: The Big Business Behind America’s Favorite Game
Ep 54: Maximizing Your Retirement Income
2:25
Ep 54: Maximizing Your Retirement Income
Ep 55: Maximizing Spring Break - Fun on a Budget Tips and Tricks
4:18
Ep 55: Maximizing Spring Break – Fun on a Budget Tips and Tricks
Ep 56: Understanding Inflation Metrics
3:40
Ep 56: Understanding Inflation Metrics
Ep 57: Why You Need a Trust, Especially If You Have an Imperfect Family
3:16
Ep 57: Why You Need a Trust, Especially If You Have an Imperfect Family
Ep 58: Financial Planning and Coaching - Surprising Similarities
4:04
Ep 58: Financial Planning and Coaching – Surprising Similarities
Ep 59: Making Sense of a Home Warranty
3:19
Ep 59: Making Sense of a Home Warranty
Ep 60: Top Dog Costs: Understanding the Financial Commitment of Dog Ownership
5:00
Ep 60: Top Dog Costs: Understanding the Financial Commitment of Dog Ownership
Ep 61: Avoiding an IRS Audit: Tips and Tricks from a Financial Planner
4:32
Ep 61: Avoiding an IRS Audit: Tips and Tricks from a Financial Planner
Ep 62: To Pay Off or Not to Pay Off -That is the Question
3:32
Ep 62: To Pay Off or Not to Pay Off -That is the Question
Ep 63: Understanding the Link Between Currency Value and Inflation in the United States
4:09
Ep 63: Understanding the Link Between Currency Value and Inflation in the United States
Ep 64: Avoiding the Pitfalls of Probate: Protecting Your Legacy
3:34
Ep 64: Avoiding the Pitfalls of Probate: Protecting Your Legacy
Ep 65: How Account Titling Affects Your FDIC Insurance Coverage
5:28
Ep 65: How Account Titling Affects Your FDIC Insurance Coverage
Ep 66: Preparing for Retirement: More Than Just Money Matters
4:03
Ep 66: Preparing for Retirement: More Than Just Money Matters
Ep 67: March Madness: The Financial Impact of America's Favorite Basketball Tournament
4:38
Ep 67: March Madness: The Financial Impact of America’s Favorite Basketball Tournament
Ep 68: Understanding Different Asset Classes for Successful Investing
5:31
Ep 68: Understanding Different Asset Classes for Successful Investing
Ep 69: Money and Marriage - Navigating Finances as a Couple
4:05
Ep 69: Money and Marriage – Navigating Finances as a Couple
Ep 70: Buiding Your Emergency Fund - A Step-By-Step Guide
3:57
Ep 70: Buiding Your Emergency Fund – A Step-By-Step Guide
Ep 71: Don't Get Stuck with the Bill - How to Protect Yourself From Uninsured Motorists
3:23
Ep 71: Don’t Get Stuck with the Bill – How to Protect Yourself From Uninsured Motorists
Ep 72: Retirement Realities - Navigating the Gap Between Expectations and Reality
3:32
Ep 72: Retirement Realities – Navigating the Gap Between Expectations and Reality
Ep 73: Navigating Inheritance - What You Need to Know
3:23
Ep 73: Navigating Inheritance – What You Need to Know
Ep 74: The Price of Living - A Deep Dive into American Spending Habits
5:09
Ep 74: The Price of Living – A Deep Dive into American Spending Habits
Ep 75: The Importance of Proper Life Insurance Coverage
4:42
Ep 75: The Importance of Proper Life Insurance Coverage
Ep 76: The Economic Roller Coaster - A Look at the Business Cycle
3:31
Ep 76: The Economic Roller Coaster – A Look at the Business Cycle
Ep 77: Give and Save: How Donating Appreciated Stocks Can Help Your Taxes and Charity
3:36
Ep 77: Give and Save: How Donating Appreciated Stocks Can Help Your Taxes and Charity
Ep 78: Understanding the Key Differences Between Mutual Funds and ETFs
4:11
Ep 78: Understanding the Key Differences Between Mutual Funds and ETFs
Ep 79: Maximize Your Tax Return: Last-Minute Tips for Filing Taxes
4:13
Ep 79: Maximize Your Tax Return: Last-Minute Tips for Filing Taxes
Ep 80: The Top 5 Retirement Pitfalls to Avoid
4:09
Ep 80: The Top 5 Retirement Pitfalls to Avoid
Ep 81: Protecting Your Business from the Loss of a Key Person
3:45
Ep 81: Protecting Your Business from the Loss of a Key Person
Ep 82: Don't Let Floods Leave You High & Dry: Tips for Protecting Your Home
3:32
Ep 82: Don’t Let Floods Leave You High & Dry: Tips for Protecting Your Home
Ep 83: Plan for Your Legacy - The Importance of a Letter of Instruction
3:52
Ep 83: Plan for Your Legacy – The Importance of a Letter of Instruction
Ep 84: Unlocking Medicare: Qualifying Before 65
4:21
Ep 84: Unlocking Medicare: Qualifying Before 65
Ep 85: 8 Smart Ways to Use Your Tax Refund
4:02
Ep 85: 8 Smart Ways to Use Your Tax Refund
Podcast, financial concepts.
5:41
Ep 86: Caring for Aging Parents – How to Have the Difficult Conversations
Ep 87: Retiree Health Care Coverage Overseas
3:50
Ep 87: Retiree Health Care Coverage Overseas
Ep 88: Don't Get Caught in the Rain: The Benefits of Umbrella Liability Insurance
4:06
Ep 88: Don’t Get Caught in the Rain: The Benefits of Umbrella Liability Insurance
Ep 89: Don't Let Indecision Hurt Your Financial Future
3:57
Ep 89: Don’t Let Indecision Hurt Your Financial Future
Ep 90: Protecting Your Child's Future - Practical Tips for Parents of Children with Special Needs
3:51
Ep 90: Protecting Your Child’s Future – Practical Tips for Parents of Children with Special Needs
Ep 91: Conquering Retirement Challenges for Women
5:19
Ep 91: Conquering Retirement Challenges for Women
Ep 92: Coping with Loss - Estate Checklist
7:01
Ep 92: Coping with Loss – Estate Checklist
Ep 93: Decoding Medicare
5:12
Ep 93: Decoding Medicare
Ep 94: How the Fed Reserve Shapes the Economy & Ensures Financial Stability
5:24
Ep 94: How the Fed Reserve Shapes the Economy & Ensures Financial Stability

©2025 Park Lake Advisors

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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  • Our Firm
    • Our Team
    • SmartVestor Pro
    • Fiduciary Commitment
  • Five-Minute Finance
  • Prospective Clients
    • Investments
    • Financial Planning
    • Our Fees
    • Get Started
      • New Client Onboarding
      • Risk Tolerance Questionnaire
      • Planning Questionnaire Download
  • Clients
    • Dashboard Log-In
    • CIRStatements
    • NetXInvestor
    • Review Update