Providing insights into wealth management strategies and topics that you may not hear about on most mainstream programs. Each program will feature an expert across the spectrum of the financial services industry, including; tax, legal, financial planning, and real estate insights. We will also tackle current events and their impact on the investment community.

Caliber Vice President of Investments Greg Talcott tackles wealth management strategies with guest Dominic Zamora in this 30-minute podcast. Zamora is a principal at Clifton Larson Allen, an accounting firm that services high net-worth individuals and businesses. Here, the two discuss the effects of COVID-19 and the 2020 election on client investment strategies and how to leverage opportunity zones.
 
 
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The Alternative View on Wealth Episode 1

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