Using Revocable Trusts

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreThis week Brent and Rachel are joined by Shawn Garner to

Fintech and Financial Literacy

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel are joined by Mykail James to discuss financial

Money Stories

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel are joined by Eugenie George to discuss money

Deferred Annuities Don’t Build Legacy Wealth

As in most difficult economic times, commercial deferred annuities are being shopped as secure sources of long-term investment returns. But are they worthwhile? While there

Episode 14: CARES Act Retirement, Qualified Improvement Property, and NOL Changes

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel speak with the wonderful Nicole Harrigan about significant

Episode 13: Financial Planning During COVID-19

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel are joined by Doug Nelson, CPA, PFS, to

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