- December 7, 2022

Taxes 101

  In November of 1789, Benjamin Franklin wrote to a friend to inquire about his health and give a brief update on his life.

- December 1, 2022

Focused Generosity

One of the things I’m most grateful for is a dinner I had earlier this year. While the food was fantastic, the memorable part

- December 1, 2022

Functional Generosity

November is the month when Americans celebrate Thanksgiving. Historically, Americans celebrated the Fall harvest by “giving thanks” for the blessings. Whether the harvests were

- December 1, 2022

RCU: What Report Cards Teach Us About Retirement

Recently, I was helping one of my kids clean out their room. In one of their drawers were some old report cards. Looking at

- November 22, 2021

Road Hazards to Retirement

Investors today face a multitude of threats to their financial security. Low-interest rates and historically high valuations are a concern for many investors.  In

- June 24, 2021

‘This model can scale’: How a Texas RIA turns college grads into skilled advisors

    Travis Penfield believes two advisors are better than one. Such is the philosophy behind the operating model of his retirement planning firm,

- June 9, 2021

49 Financial Featured in Major News Outlet

We knew that things here at 49 were pretty special, but we were reminded of it when our CEO & Founder, Travis Penfield, was

- March 15, 2021

At 49 Financial, Two Are Better Than One

At 49 Financial, we care for and support one another, which is how we’ve developed such a unique and great culture. Advisors of all

- January 15, 2021

Exciting Press: Financial Advisor Magazine Article

Starting the year off on a great note with Financial Advisor magazine quoting Travis Penfield, CEO & Founder of 49 Financial in a recent

- November 20, 2020

The Mindset Forge Podcast – “Travis Penfield: Financial Advisor find True Purpose after Surviving a Brain Tumor”

Listen Now The Mindset Forge  Our CEO, Travis Penfield, got a chance to be featured on “The Mindset Forge.” The podcast where Barton Bryan