Episodes
Thursday Oct 04, 2018
Episode #2: Creative Tax Strategies
Thursday Oct 04, 2018
Thursday Oct 04, 2018
How you tap into your retirement accounts can really alter your retirement. We'll provide you with a few helpful examples and show you the positive impacts of utilizing creative tax strategies and the consequences of not properly planning.
Wednesday Sep 19, 2018
Episode #1: The 10 Important Questions You Should Ask Your Advisor
Wednesday Sep 19, 2018
Wednesday Sep 19, 2018
Have you ever interviewed your financial advisor? You should. On this show we'll tackle the 10 important questions you should ask your current or future advisor, why they're such important questions, and what kinds of expectations you should have for the answers.
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