During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.
Feb 17, 2024
During this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions.
Feb 10, 2024
We discuss the importance of estate and legacy planning for you and your family. It's important to have the right documents and know where they are in order to keep family harmony.
Feb 3, 2024
We are coming to you from Nashville Tennessee this week! Feeling lost in the financial maze? Ditch the stress and unlock your wealth potential. This show explores how a financial advisor can be your secret weapon in reaching your financial dreams.
Jan 27, 2024
On this episode, we’ll discuss some simple but powerful financial steps you can take at ages 50 and 65.
Jan 20, 2024
During this episode, we’ll examine and discuss retirement steps that are unique to women.
Jan 13, 2024
During this episode, we’re going to examine some potential end of year financial to do’s.
Dec 16, 2023
During this episode, we’re going to discuss some of the economic factors and changes coming in 2024.
Dec 9, 2023
In this episode we welcome special guest Michael Binger, president of Gradient Investments. We discuss what happened with investments, stocks and the markets this year and then look at the forecast for next year, as well as your options for a balanced portfolio and ways to possibly minimize your risk.
Dec 2, 2023
On this episode, we’ll highlight and discuss year-end steps for your financial strategy and taxes.
Nov 18, 2023
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