Gimbal Financial

Gimbal Financial Gimbal Financial, LLC, a registered investment advisor. The Gimbal Financial team is passionate about people and investments.

We combine our knowledge of investments to help make decisions for those who hire us. We believe a disciplined approach to buying and selling investments can offer investors confidence in uncertain times and helps take the emotions from investing. No investment strategy works in all markets. Investment Advice is offered through Gimbal Financial, LLC, a registered investment advisor.

Andy Benes gave up the home run that tied a playoff game, and three decades later it still gives him chills. Keith Tyner...
07/14/2026

Andy Benes gave up the home run that tied a playoff game, and three decades later it still gives him chills.

Keith Tyner and Phil Byers sit down with Andy Benes, the number one overall MLB draft pick in 1988 and a 14-year veteran of the San Diego Padres, Seattle Mariners, St. Louis Cardinals, and Arizona Diamondbacks, for an All-Star break conversation about the moments that stick. Andy and Don Mattingly both grew up in Evansville, Indiana, yet never faced each other until the 1995 playoffs, when Mattingly turned on a Benes fastball and the crowd threw their drinks on the field chanting "Donnie Baseball." From that pitch to the catcher who taught him to trust, Andy tells the stories behind a big-league life.

Key Topics:
• What it felt like to give up Don Mattingly's home run at Yankee Stadium
• Why two kids from Evansville, Indiana never crossed paths until the big leagues
• How catcher Tom Pagnozzi changed Andy's career with one talk about trust
• Who really leads a clubhouse, from Scott Rolen to Albert Pujols
• Why baseball's unwritten rules still settle scores with a fastball
• What 14 years and four teams taught him about winning together

It's the kind of conversation that reminds you the best lessons rarely show up in the box score.

Apple Podcast: https://podcasts.apple.com/us/podcast/up-your-average/id1768337684?i=1000776569970
YouTube: https://www.youtube.com/watch?v=TL3PGkm0fI0

Andy Benes gave up the home run that tied a playoff game, and three...

America's founding fathers stepped into total uncertainty with no guarantee it would work. The only thing that gave them...
07/07/2026

America's founding fathers stepped into total uncertainty with no guarantee it would work. The only thing that gave them the courage to do it was faith.

On this Fourth of July weekend, Keith and Doug sit down with sculptor Sabin Howard, the artist behind the National WWI Memorial in Washington, D.C., as he prepares to unveil his next project: the Grand Liberty Arch, a monument to America's founding story headed for the Utah State Capitol. The conversation moves from faith and freedom to why self-responsibility feels harder to find today, and what it actually takes to build something that lasts.

Key Topics:
• What gave America's founding fathers the courage to risk everything
• Why Sabin believes perseverance matters more than talent
• How losing touch with neighbors changed once air conditioning became common
• Where Sabin's next monument, the Grand Liberty Arch, will stand
• Why creating something is more powerful than protesting against it

Apple Podcast: https://podcasts.apple.com/us/podcast/up-your-average/id1768337684?i=1000775619621
YouTube: https://www.youtube.com/watch?v=4VpcIlby7ww

America's founding fathers stepped into total uncertainty with no g...

Before you assemble the crib and install the car seat, there are a few commonly forgotten questions you should ask.Keith...
06/30/2026

Before you assemble the crib and install the car seat, there are a few commonly forgotten questions you should ask.

Keith Tyner and Doug Shrieve of Gimbal Financial cover the financial and life decisions young families get wrong, skip entirely, or never think to ask. From estate planning basics to building community, rethinking the cost of kids, and developing a parental education philosophy that outlasts any classroom.

Key Topics:
• Why every young couple needs a will before the baby arrives
• What term life insurance costs when you’re just starting out
• How weekly date nights function as a financial and relational investment
• Why children are assets, not expenses
• What an intentional education philosophy looks like at home
• How working from home costs young families more than they realize

Whether you’re expecting your first or wondering if there’s room for one more, this one’s worth passing on.

Apple Podcast: https://podcasts.apple.com/us/podcast/up-your-average/id1768337684?i=1000774669756
YouTube: https://www.youtube.com/watch?v=zsTXqmi7NRc

Before you assemble the crib and install the car seat, there are a ...

Blake Brewer lost his father unexpectedly. What his mother found in a briefcase hours later became the foundation for on...
06/18/2026

Blake Brewer lost his father unexpectedly. What his mother found in a briefcase hours later became the foundation for one of the most meaningful gifts a parent can leave behind.

In this conversation, Keith and Doug host Blake Brewer, founder of Legacy Letter, who has helped more than 20,000 people write meaningful, lasting letters to the people they love most. Blake walks through the complete Legacy Letter framework: how to open with honesty, how to apologize in a way that actually lands, how to tell your children you love them with the specificity that changes lives, and why advice only sticks when it follows affirmation. He also shares the stories he's collected from parents across the country, including a daughter who called her mom on Christmas night to say it was the best day of her life because of a letter.

Key Topics:
• Why Blake's father wrote a letter no one knew existed, and what it contained that made grief bearable
• The five common mistakes people make when apologizing in writing — and the one that derails the whole letter
• How to answer the question your child will ask for the rest of their life but stop asking out loud
• Why pride in character matters more than pride in achievement — and how to make that distinction in writing
• The Apple stock analogy: why starting this letter sooner compounds its value over a lifetime

If you've been meaning to write something down for the people you love, this one is the nudge worth hearing.

Apple Podcast: https://podcasts.apple.com/us/podcast/up-your-average/id1768337684?i=1000773243937
YouTube: https://www.youtube.com/watch?v=_oWNOH9SIgI

Blake Brewer lost his father unexpectedly. What his mother found in...

Keith packed everything for the Inca Trail. He needed about half of it.Keith Tyner and Doug Shrieve use that story as th...
06/15/2026

Keith packed everything for the Inca Trail. He needed about half of it.

Keith Tyner and Doug Shrieve use that story as the starting point for a bigger conversation: what are you carrying through life that you never chose to carry? They get into SpaceX IPO hype, what parents actually owe their kids on college, housing as the one financial dial you control, and the quiet weight of wanting everyone to like you. It covers more ground than it looks like at first, and it’s worth the listen.

Key Topics:
• SpaceX goes public: what Facebook’s IPO history says about investing in the excitement
• The Inca Trail lesson: porters exist, wisdom costs less than a bad backpack
• The 1980s shift that put college costs on parents who never signed up for it
• Housing is the number one cost you can actually move
• Doug’s honest take on carrying the need to be liked, and what it costs you
• Why fun is a real financial principle, not a reward for when the work is done

This one started as a random conversation the day before recording. Those tend to be the good ones.

Apple Podcast: https://podcasts.apple.com/us/podcast/up-your-average/id1768337684?i=1000772767514
YouTube: https://www.youtube.com/watch?v=G3yjAo7wTqY

Keith packed everything for the Inca Trail. He needed about half of...

Have you ever felt like no matter how much you accomplish, it still isn't enough?Many people spend their lives chasing s...
06/09/2026

Have you ever felt like no matter how much you accomplish, it still isn't enough?

Many people spend their lives chasing success, approval, achievement, and significance, hoping the next milestone will finally bring peace. In this episode of Up Your Average, Keith and Doug share how Bob Warren’s Romans study challenged that mindset and changed the course of their lives.

What began as a simple study eventually transformed how they viewed themselves, God, forgiveness, purpose, and what it truly means to live with confidence and peace. Decades later, the lessons they learned continue to influence their families, businesses, relationships, and everyday decisions.

They discuss why so many people struggle with identity and self-worth, the danger of tying your value to performance, and the freedom that comes from understanding who you are apart from your achievements.

Whether you're a business owner, professional, retiree, or someone searching for greater purpose, this conversation offers a perspective that may completely change the way you think about success, significance, and fulfillment.

Apple Podcast: https://podcasts.apple.com/us/podcast/up-your-average/id1768337684?i=1000771657749
YouTube: https://www.youtube.com/watch?v=fwxrWiHaZfc

Have you ever felt like no matter how much you accomplish, it still...

The future belongs to skilled workers.In this episode, Keith and Doug interview Jason Altmire, author of Trade Up, who e...
06/01/2026

The future belongs to skilled workers.

In this episode, Keith and Doug interview Jason Altmire, author of Trade Up, who explains why skilled trades are becoming one of the most important pathways to career stability, entrepreneurship, and long-term financial success.

As the cost of college continues to rise and the demand for skilled labor grows, more families and young adults are reconsidering what career preparation should actually look like. Jason discusses how trade schools and certificate programs are equipping students with practical skills, entrepreneurial training, and real-world opportunities in fields like electrical work, plumbing, HVAC, welding, and construction.

This conversation explores why the trades are no longer just an alternative path, but a strategic option for young people looking to build meaningful, well-paying careers without massive student debt.

Whether you're a parent helping your child plan for the future, a Gen Z student exploring career options, or someone questioning the traditional corporate route, this episode offers a thoughtful look at the future of workforce development and skilled labor in America.

Apple Podcasts: https://podcasts.apple.com/us/podcast/up-your-average/id1768337684?i=1000770549051
YouTube: https://www.youtube.com/watch?v=WVgzd5WZ48s

The future belongs to skilled workers.In this episode, Keith and Doug interview Jason Altmire, author of Trade Up, who explains why skilled trades are becomi...

Regulatory compliance is usually treated like the most boring part of business, but this conversation proves it doesn’t ...
05/25/2026

Regulatory compliance is usually treated like the most boring part of business, but this conversation proves it doesn’t have to be.

In this episode of the Up Your Average podcast, Doug sits down with Gimbal Financial’s compliance officer, Sue Mitchell, to talk about what regulatory compliance actually looks like behind the scenes, why compliance matters more than most people realize, and how businesses can stay compliant without losing their personality.

Sue brings a refreshing perspective to compliance by mixing practical insight with humor, real-world stories, and a willingness to challenge the stereotype of the “boring compliance officer.” From handling regulatory requirements to discussing risk, discipline, and professional responsibility, this episode explores how strong compliance can actually support growth and confidence.

Whether you work in financial services, own a business, or simply want a better understanding of compliance and regulatory compliance, this episode delivers practical insight in a way that’s engaging and easy to follow.

Apple Podcasts: https://podcasts.apple.com/us/podcast/up-your-average/id1768337684?i=1000769496243
YouTube: https://www.youtube.com/watch?v=0RCpUff3T40

Regulatory compliance is usually treated like the most boring part ...

Buying a home is exciting—but many new homeowners quickly realize there are hidden responsibilities and unexpected expen...
05/18/2026

Buying a home is exciting—but many new homeowners quickly realize there are hidden responsibilities and unexpected expenses nobody prepared them for.

In this episode of the Up Your Average Podcast, Doug sits down with expert repairman Micah Langmaack to break down a practical homeowner checklist designed to help first-time buyers and aspiring homeowners avoid costly mistakes.

From home maintenance basics to common repair issues, this conversation covers the real-world things every homeowner should know before problems become expensive emergencies. Whether you recently bought a home, are preparing to buy one, or simply want to stay ahead on home improvement projects, this episode delivers straightforward, actionable advice.

You’ll learn about:
• Common home repairs homeowners overlook
• Easy maintenance habits that save money
• Small issues that turn into major expenses
• Interior home improvement priorities
• What to expect after buying a house
• How to prepare financially for homeownership

If you want a simple homeowner roadmap that makes owning a home less overwhelming, this episode is for you.

Apple Podcasts: https://podcasts.apple.com/us/podcast/up-your-average/id1768337684?i=1000768366380
YouTube: https://www.youtube.com/watch?v=8myhJjdpKw8

Buying a home is exciting—but many new homeowners quickly realize t...

05/12/2026

One of our favorite days of the year! Watching Carmel BLOOM!

Address

620 North Rangeline Raod
Carmel, IN
46033

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

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