Horizon Advisers

06/03/2026

💰 Why do some people save every dollar while others are comfortable taking financial risks?

The answer may have less to do with money itself and more to do with the environment you grew up in.

In our latest podcast episode, we sit down with Dr. Nick Phillips to discuss how family origin shapes our financial beliefs, habits, and decision-making. From the money lessons we learned as children to the financial behaviors we carry into adulthood, understanding these influences can help us build a healthier relationship with money.

🎙️ Listen as we explore:
✔️ How childhood experiences impact financial decisions
✔️ The money messages we inherit from family
✔️ Recognizing and overcoming limiting financial beliefs
✔️ Creating intentional financial habits for the future

What’s one money lesson you learned growing up that still influences you today?

Why do some people naturally save while others struggle to hold ont...

05/29/2026

Are You Saving Enough in Your 50s?

Your 50s are critical for retirement planning! 🕰️ Here's what to consider:

✅ Aim for 8x your annual income in savings (e.g., $800K if you earn $100K).
✅ Build an emergency fund of $20K–$30K.
✅ Start planning how to use your investments to sustain your dream lifestyle.

Shifting from saving to spending strategically can feel new—but we’re here to guide you! 💡 Let’s create a plan tailored to your goals.

05/28/2026

Everyone should have an emergency fund, but not everyone needs the same amount. To figure out how much you should save, total your average necessary expenses (rent, bills and groceries) and then multiply that number by three months.

05/26/2026

💡 Who does Horizon Advisers work with?
At Horizon Advisers, we partner with individuals, families, and businesses to navigate their financial journeys.

Here’s what we do best:

✅ Comprehensive financial planning for individuals and families, building long-term relationships to serve generations.
✅ Support for executives and entrepreneurs, tackling complex financial situations with expert guidance.
✅ Tailored employee benefit solutions for companies, from retirement plans to competitive insurance packages.

Whether you're just starting out, managing corporate responsibilities, or running a business, we provide the expertise and systems to meet your unique needs.

Looking for a trusted financial quarterback to help you assemble the right team? Let’s connect!

Schedule a 15-minute chat to see how we can assist you.https://calendly.com/horizonadvisers

05/25/2026

05/20/2026

New episode is live 🎙️

Alex and Andrew sit down with Dennis Weiss for a conversation on entrepreneurship, leadership, investing in sports, and what it takes to build successful businesses in today’s environment.

From business growth strategies to leadership lessons and emerging investment opportunities, this episode is packed with valuable insights for entrepreneurs, investors, and business professionals alike.

Listen now and let us know your biggest takeaway.

In this episode, Alex and Andrew sit down with Dennis Weiss for a wide-ranging conversation on entrepreneurship, leadership, investing in sports, and the mindset required to succeed in business today. Dennis shares insights from his own experience...

05/19/2026

🤖 AI Is Powerful — So Are Scammers.

From deepfake voices to fake investment bots, AI fraud is evolving fast. In just 60 seconds, learn how scammers are using AI — and how you can protect yourself.

✔ Spot deepfakes

✔ Avoid AI phishing

✔ Stop fake "guaranteed" profits

Stay alert. Stay informed. Don’t fall for AI fraud.

05/14/2026

Retirement planning is largely focused on income and investments, but it’s also about communication.

Talking with family ahead of transitions can reduce uncertainty, set expectations, and help loved ones understand the decisions you’ve made and why.

05/12/2026

Most people think financial planning is something to figure out later.

In this clip from our latest podcast, Dylan Woebkenberg, CFP®, shares practical insights on building wealth, avoiding common money mistakes, and making smarter financial decisions earlier in life.

🎥 Watch full episode: https://youtu.be/HIh_GgWyKWk?si=B1SvN2IJOfewAZ7p