All Episodes

Monday, January 13, 2025 Start Investing NOW with These Simple Strategies for Beginners

Send us a text New to investing? Start building wealth today! In this podcast, we'll break down simple investment strategies perfect for beginners. Fr...

Friday, January 10, 2025 What Is the Overall Objective of Financial Planning?

Send us a text Are you tired of feeling uncertain about your financial future? Do you want to take control of your money and achieve your long-term go...

Wednesday, December 18, 2024 Understanding Fiduciary Financial Planning

Send us a text Are you tired of feeling overwhelmed by financial planning? Do you want to take control of your financial future and make informed deci...

Wednesday, December 4, 2024 Disadvantages of Financial Planning: What to Consider

Send us a text Are you tired of feeling stuck and unable to achieve your financial goals? Do you dream of financial freedom, but don't know where to s...

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

Send us a text Join the conversation as we explore the future of wealth management in 2025! In this Podcast, we'll dive into the latest trends, innova...

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

Send us a text Are you considering hiring a financial advisor to help you manage your wealth, but wondering what the true cost will be? In this podcas...

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

Send us a text Are you tired of watching your hard-earned retirement savings dwindle due to taxes? Learn how to maximize your retirement savings with ...

Saturday, October 12, 2024 How To Retire In Florida

Send us a text Are you dreaming of retiring in the sunny state of Florida? Look no further! In this comprehensive video guide, "How To Retire In Flori...

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

Send us a text Are you feeling frustrated with your financial advisor? You’re not alone! In this podcast, we dive into the common reasons why many peo...

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

Send us a text In this insightful podcast, we delve into effective strategies for positioning your investment portfolio ahead of the upcoming election...

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

Send us a text 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 advi...

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

Send us a text In this essential podcast, "Financial Planning for Athletes: Secure Your Future (2024)", we dive deep into the crucial financial strate...