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

The Insiders Take on Investment Management

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel are joined by Ken Morris, CFA, CFP, to

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 16: The Power of the Step-Up in Basis

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel sit down with Kim Paskal to discuss how

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