Peace of Mind Radio: Political Impact on Your Investments
In this episode, we discuss the hottest topic in our client discussions this year: the election results. More specifically, how short term political changes can affect your investments, and what, if any, moves to make.
Money Puzzle Podcast: How does the Secure Act 2.0 affect RMD?
This week on The Money Puzzle we talk about the new Secure Act 2.0. some pretty significant changes were made and we wanted to highlight some of the more important ones. https://www.youtube.com/watch?v=pjEW_qt9DHI Speaker 1 [00:00:04] All right. Welcome to the money...
Money Puzzle Podcast: 2023 Market Predictions
With the New Year upon us, this week on The Money Puzzle Podcast we had a little fun and talked about some of the predictions we expect to see in 2023. Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one...
Burgers & Bourbon: Old Forester Whiskey Row Blind Taste Test
This week we brought our families in on the fun! With Special Guest Mike Quirk & Chris McCormick. We have been wanting to do a blind taste test and here it is along with a message from us and our families! If you have any recommendations on what to review next,...