All Episodes

Saturday, November 2, 2024 What's NEXT for Wealth Management in 2025?

Join the conversation as we explore the future of wealth management in 2025! In this Podcast, we'll dive into the latest trends, innovations, and pred...

Friday, October 25, 2024 What's the REAL Cost of Hiring a Financial Advisor?

Are you considering hiring a financial advisor to help you manage your wealth, but wondering what the true cost will be? In this podcast, we dive into...

Tuesday, October 22, 2024 Tax-Efficient Investing in Retirement: Key Strategies

Are you tired of watching your hard-earned retirement savings dwindle due to taxes? Learn how to maximize your retirement savings with tax-efficient i...

Saturday, October 12, 2024 How To Retire In Florida

Are you dreaming of retiring in the sunny state of Florida? Look no further! In this comprehensive video guide, "How To Retire In Florida (2024 STEP-B...

Tuesday, October 8, 2024 "I Hate My Financial Advisor" Here's How To Find One!

Are you feeling frustrated with your financial advisor? You’re not alone! In this podcast, we dive into the common reasons why many people feel dissat...

Wednesday, October 2, 2024 How To Position Your Portfolio For The Upcoming Election

In this insightful podcast, we delve into effective strategies for positioning your investment portfolio ahead of the upcoming election. With politica...

Tuesday, October 1, 2024 Trustworthy Guidance from a Reliable Financial Advisor

Are you ready to unlock the secrets to financial success in 2024? In this podcast, we reveal how to get help of the best financial advisor. Learn esse...

Thursday, September 26, 2024 Financial Planning Strategies for Athletes: Secure Your Future

In this essential podcast, "Financial Planning for Athletes: Secure Your Future (2024)", we dive deep into the crucial financial strategies that every...

Saturday, September 7, 2024 Maximize Your Wealth: How to Benefit from Fee-Only Wealth Management

In this podcast, we dive deep into the world of fee-only wealth management and how it can help you build wealth in 2024. Discover the advantages of ch...

Tuesday, September 3, 2024 Retirement Planning Tips for a Secure Future (2024)

Are you ready to secure your financial future? In this podcast, "Retirement Planning Tips for a Secure Future (2024)," we provide you with essential s...

Friday, August 23, 2024 401k Tips for High Earners!

Are you a high earner looking to maximize your 401k contributions? In this podcast, we dive into essential 401k tips specifically designed for individ...

Monday, August 19, 2024 How to Achieve Financial Freedom through Effective Planning in 2024

Are you ready to take control of your finances and achieve the financial freedom you've always dreamed of? In this video, "How to Achieve Financial Fr...