Financial Education Resources
Clear, practical education to help you make more informed financial decisions. Our resources are designed to provide context, reduce complexity, and support thoughtful planning at every stage of life.
Explore Interactive
Tools and Guides
Retirement Readiness Quiz
Get a high-level view of how prepared you may be for retirement and where planning gaps could exist. Designed to provide insight, not definitive answers.
How much do I need to retire?
Learn how spending, income sources, taxes, and timing all factor into retirement readiness, and why there is no one-size-fits-all number.
How much is my company worth?
Understand the factors that influence business value and why valuation is a planning tool, not just a transaction number.
Business Exit Checklist
A practical starting point for business owners considering a future transition, designed to highlight preparation areas before timelines compress.
The Presidio Perspective:
Podcast Highlights
Markets in Motion: Uncovering Opportunities for Your Portfolio | S5E2 | Dustin TenBroeck, CFP®
0:00 / 0:00
The Recession Watch | S5E1 | Dustin TenBroeck, CFP®
0:00 / 0:00
Is Inflation Cooling? | S4E12 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA
0:00 / 0:00
"We're not out of the woods yet!" | S4E11 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA
0:00 / 0:00
"Recession A'Coming" | S4E9 | Dustin TenBroeck, CFP® | Dave Chanet, CFA, CAIA
0:00 / 0:00
"Long Term Principles of Investing" | S4E8 | Dustin TenBroeck, CFP® | Dave Chanet, CFA, CAIA
0:00 / 0:00
"Disciplined Investor" | S4E6 | Dustin TenBroeck, CFP® | Dave Chanet, CFA, CAIA
0:00 / 0:00
"The New Playbook of Investing" | S4EP5 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA
0:00 / 0:00
Subscribe to our newsletter
No spam, no predictions, just thoughtful commentary on the decisions that matter most.
By clicking Sign Up you're confirming that you are joining our newsletter mailing list