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Peace of Mind Radio: The Benefits of a Team

In this episode we chat about the benefits of taking a team approach to handling your finances and investment portfolio. We talk about working with the other respective members of a clients’ team, as well as how we take work collectively amongst our firm to...

Peace of Mind Radio: Owning Real Estate in an IRA

This episode is probably a bit more specific than most of our others, but it seems we’ve had a run of questions recently in our office about owning real estate in an IRA. Because of the increased interest, we figured it’d make a great episode. So take some...