Wine Pairing Tips for Beginners & Virtual Wine Tasting Events with Lee Pancake

Jun 15, 2023 | Industry Insights, Podcast

We are so excited to have Lee Pancake join us on the show today. Lee is the General Manager at Tim’s Wine Market and he also teaches wine courses at Slate Wine & Spirits Academy. We love to host fun and educational events for our clients, so we thought it...

Key Finance Decisions During Major Life Events

May 18, 2023 | Podcast, Taxes

Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. Whether you’re experiencing the excitement of marriage or the joy of...

Cyber Security With Regine Bonneau, Part 2

May 4, 2023 | Podcast

We are excited to be back with Regine Bonneau in this episode. Regine is the Founder and CEO of RB Advisory. Her company specializes in cyber security protection, risk management, and compliance. In the previous episode, we discussed cybersecurity threats, so today we...

Cyber Security With Regine Bonneau, Part 1

Apr 20, 2023 | Podcast

Today we welcome Regine Bonneau to the show. Regine is the Founder and CEO of RB Advisory. Her company specializes in cyber security protection, risk management, and compliance. It’s important to be informed on cyber security to protect yourself from potential...

Retirement Savings Basics: What’s The Purpose Of All My Accounts?

Apr 6, 2023 | Podcast, Retirement

Are you aware that not all retirement accounts are created equal? It’s crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we’ll delve into the different types of retirement...

Retirement Expenses For Which You Forgot To Plan

Mar 16, 2023 | Podcast, Retirement, Taxes

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again… It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the...