PINTS & PLANNING

Real conversations about money — over a beer.

Pints & Planning is our video series where Adam and Daniel Charuhas sit down, grab a pint, and talk through the financial topics that actually matter to real people. No scripts. No jargon. Just two brothers who happen to know a lot about money.

Straight talk, zero pretension

We started Pints & Planning because most financial content is either boring, confusing, or trying to sell you something. This isn’t that. Each episode is a casual conversation about a topic our clients actually ask about — retirement timing, market ups and downs, tax strategies, what to do with an inheritance, and everything in between. If you’ve ever wished you could just ask a financial advisor a question without scheduling a formal meeting, this is the next best thing.