Episode 2 – Tax Law Change w/Denise Neason, CPA.

In this episode we discuss the recent tax law change with CPA Denise Neason from Bee Bergvall & Co. Denise will share her insights into the most impactful parts of the tax law change and considerations clients can make to their finances to best prepare Podcast:...

Episode 3 – Property Insurance Basics

Having adequate protection is a critical part of a comprehensive financial plan. In this episode we speak with Insurance expert Ron Martin from RMG on understanding the basics of property insurance and the role it plays in your financial plan. Podcast: Play in new...

Episode 4 – Understanding Estate Planning

Estate planning is important for everyone, regardless of your wealth or standing in life. In this episode we talk with Attorney Michael Frisbie from Weber, Kracht and Chellew and the documents everyone should have as part of the estate plan. Podcast: Play in new...

Episode 5 – Working with a College Coach

College planning is one of the most common goals our clients come to us seeking guidance and advice.   In this Episode we speak with Jake Rosen from Launchpad Coaching on the role a college coach can play in your college planning and search,  along with other...