Wednesday, September 13, 2023How Professional Athletes Manage Their Money: Denis Potvin and Thomas Davies talk planning for athletes
Send us a text Why Financial Planning is Important for Professional Athletes Professional athletes often earn a high income, but their careers are ty...
Saturday, August 5, 2023Why Life Insurance and why you might need it! Season 2 Eps 11
Send us a text In this episode I give a high level overview of life insurance and why you might need it. How to buy it, and the difference between ter...
Thursday, July 27, 2023How Fixed Index Annuities Work, are they right for you? Season 2 Eps 10
Send us a text In this episode I talk about fixed index annuities and how I use them in my practice. Hopefully it gives you a little insight about the...
Friday, July 21, 2023Why Saving For Your Goals is Important! Season 2 Eps 9
Send us a text Today we chart out the process of saving for your goals, and what does this process look like. ✅ BOOK AN APPOINTMENT TODAY: https://da...
Friday, July 7, 2023How to Building Successful and Passive Income: Season 2 Eps 8
Send us a text In today’s fast-paced world, creating a passive income strategy has become a desirable goal for many individuals. The idea of generatin...
Thursday, June 29, 2023How to Tax Plan, and Recent Market News: Season 2 EPS 7
Send us a text In this episode I talk some recent market news and about the importance of tax planning. How to prepare and some ways to make sure your...
Tuesday, April 4, 2023How to Manage Credit Card Debt - Season 2 EPS 5
Send us a text Credit cards have become a common part of our daily lives. While they offer convenience, they can also lead to significant debt. Credit...
Tuesday, March 14, 2023How to Invest like Warren Buffett, and Taxes: and Market News,
Send us a text In this podcast, we'll cover the latest in the stock market news, and how to invest like Warren Buffett, we'll also discuss the role ta...
Saturday, February 25, 2023Market Volatility Again, Retirement, Investment, and Market News
Send us a text This week I talk about more market volatility, 401K Plans, Warren Buffet news, Debt Management, and more.. ✅ BOOK AN APPOINTMENT TODAY:...
Friday, January 6, 2023Goodbye Stock Market 2022! What's new in 2023 and where to invest from here?
Send us a text We say kiss goodbye to 2022 and one of the worst markets since 2008. What will 2023 bring? Where do you place your money in 2023? Here ...
