Household CFO

Tune in with Benji, Shaun, and special guest Suzanne Boatright of Targeted Career Solutions for a continued conversation about all things career planning! If you would like to learn more about Targeting Career Solutions, visit their website at www.targetedcareersolutions.com. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment...

Tune in with Benji, Shaun, and special guest Suzanne Boatright of Targeted Career Solutions to talk about all things career planning! If you would like to learn more about Targeting Career Solutions, visit their website at www.targetedcareersolutions.com. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial...

Tune in as Benji and special guest Apollo Lupescu, Vice President at Dimensional Fund Advisors, give a market review and outlook for 2026. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any...

Welcome to Season Two of Household CFO! Tune in as Benji and Shaun share a sneak peek of what's to come in 2026. Contact us at pcg@forumpcg.com. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of...

In this episode Shaun and Benji talk with Clark Collier, CAP, Director of Giving Strategies at Central Indiana Community Foundation, about charitable giving and strategies to include it in your financial plan. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The...

In this episode, Shaun and Benji navigate listeners through all things college. From 529 plans to the financial surprises that come with attending college, there is a lot of great information that you won't want to miss! Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor....

In this episode Shaun sits down with Cozy Wittman, who works with Education and Partnerships at College Inside Track, to educate us on all things college planning. To learn more, visit www.collegeinsidetrack.com. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The...

In this episode Shaun and Benji discuss the new tax bill, One Big Beautiful Bill Act, that was signed into law in July. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment...

In this episode Shaun sits down with Mike Senn, VP of Mortgage Sales at FORUM, to discuss mortgage lending, the real estate market, and how those process work. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon,...

In this episode Benji sits down with Bryson Murray, Indirect Sales Manager at FORUM Credit Union, to discuss the pros and cons of buying vs. leasing. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a...