October 21, 2021
If you run your own business, would you like to potentially save several hundred thousand dollars a year in taxes? Then now is the time to learn about Cash Balance Plans.
October 14, 2021
Is this stock market crazier than 1999?
July 20, 2021
As our guest, TK Frantz explains, investing in manufactured housing is so boring and predictable, it's exciting!
May 26, 2021
People postpone creating estate plans because they think of death, taxes and lawyers. We suggest you focus on showing your loved ones you care about them and securing your legacy.
January 13, 2021
The economy may grow by 6% in 2021, the fastest rate since Ronald Reagan was President in 1984. At the end of 2021 we would return to the same level of economic output as 2019.
January 3, 2021
2020 created a nation of day traders, even Barbara Streisand is doing it. But, proceed with caution. Day trading is gambling, not investing. A successful series of trades can easily turn into a financial disaster for the inexperienced or naïve. Join us for “a very special episode” of the podcast.
December 8, 2020
Do you really know the person investing your money? Learn how to research a prospective new financial advisor or learn more about your current one.
FINRA Broker Check
October 18, 2020
In our premier episode, we discuss the power of the Roth IRA and if utilized properly could provide your children financial security and maybe even a beach house!