Ticking Tax Time Bomb – With Jeffrey Levine

Aug 6, 2020 | Podcast, Taxes

Director of Advanced Planning at Buckingham Wealth Partners joins us for a two part series on taxes and the ticking tax time bomb that looms in the distance.

Generosity And Prosperity With Dr. Neecie

Jul 23, 2020 | Podcast

This week Dr. Neecie joins us on the podcast. She is currently the president of Life Coaching Institute and she also holds a Doctorate of Psychology from the University of Texas. It can be easy to be generous when the market is thriving, but we need to be generous...

The 5-Rule Market Crash Survival Guide

Jul 9, 2020 | Podcast

So, we’ve all experienced what a market crash feels like in recent memory. If you had forgotten what it felt like in 2008, then 2020 should have been a sobering reminder of what it’s like to experience that sudden market drop. However, we can do follow some basic...

Planning For Widows With Dr. Kathleen Rehl, Part 2

Jun 18, 2020 | Podcast

This is part 2 of our conversation with Dr. Kathleen Rehl. On today’s show we discuss the three phases that widows experience: grief, growth, and grace. We break these phases down not only in the emotional aspect, but also how it ties into finances as...

Planning For Widows With Dr. Kathleen Rehl, Part 1

Jun 4, 2020 | Financial Planning, Podcast

Dr. Kathleen Rehl is a leading authority on widows and their financial issues. A widow herself, she’s passionate about inspiring other widows and their advisors.

Are You Paying Attention To Your Biggest Assets?

May 7, 2020 | Podcast

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?