The Tranel Financial Group

09/01/2026

Your mindset drives your actions. When it comes to your finances, the right mindset can help you create and follow a plan that puts you in the best position to reach your goals.

The wrong mindset, however, can lead to detrimental behaviors that derail your goals or slow your timelines.

In our recent column post, we share three mindsets that often negatively impact finances and how goal-based financial planning can help you overcome them.

Your financial mindset drives your actions, which means it has an unquestionable impact on your financial success. Your mindset informs the way you ...

08/27/2026

You should approach cracking open your nest egg the same way you built it: with strategy and intention.

The goal of our Growth and Income Bucket Strategy is to turn your complex portfolio into a reliable, sustainable income plan.

08/18/2026

According to Jordan Bradford, the key to utilizing stocks to reach your financial goals isn't determining whether value stocks or growth stocks are right for you. Instead, it's about striking the right balance for your individual circumstances, needs, and goals.

Watch the video below to learn more!

Jordan Bradford, CFP, Financial PlanningThe Tranel Financial Gro...

08/12/2026

We take time to understand the families behind the finances.

Schedule a consultation to learn more about our personalized, goal-based approach to financial planning!

08/03/2026

Most parents hope to provide their children with the resources, tools, and skills they need to be happy and successful. And yet, many families don't begin openly talking about finances until their children are adults or they begin estate planning.

In our column post below, we share why starting these conversations early on is beneficial and how to build the foundations for financial success with family members at each stage of life.

As a parent, it’s your goal to provide your child with the resources, tools, and skills they need to be happy and successful. And while money largely shapes the experiences ...

07/29/2026

A good financial plan is designed specifically to help you reach your goals and achieve your ideal lifestyle.

To learn more about our individualized, goal-based approach, schedule a consultation with our team!

07/22/2026

With the first half of the year behind us, we want to share a mid-year market update.

In the video below, Tyler Braun, Director of Financial Planning, shares more about the market performance this year, the three factors that have been primarily responsible for volatility and recovery, and how you can plan for and overcome market volatility.

Watch the video to learn more!

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

07/14/2026

Let's take the first step of your financial planning journey!

07/07/2026

No two retirements look the same, and with good reason. Different retirees have different circumstances and lifestyles, not to mention unique ideas about what an ideal retirement looks like.

That being said, we've found that the happiest, most fulfilled, and, oftentimes, the healthiest retirees have a few behaviors in common.

Check out our column post below to learn the keys to a fulfilling retirement.

When planning for retirement, most people are primarily focused on the financial aspects of the milestone. They determine how much money they need to ...

07/04/2026

We hope you have an amazing 4th of July!