We discuss the importance of estate and legacy planning for you and your family. It's important to have the right documents and know where they are in order to keep family harmony.

We are coming to you from Nashville Tennessee this week! Feeling lost in the financial maze? Ditch the stress and unlock your wealth potential. This show explores how a financial advisor can be your s

On this episode, well discuss some simple but powerful financial steps you can take at ages 50 and 65.

During this episode, well examine and discuss retirement steps that are unique to women.

During this episode, were going to examine some potential end of year financial to dos.

During this episode, were going to discuss some of the economic factors and changes coming in 2024.

In this episode we welcome special guest Michael Binger, president of Gradient Investments. We discuss what happened with investments, stocks and the markets this year and then look at the forecast fo

On this episode, well highlight and discuss year-end steps for your financial strategy and taxes.

In this episode we talk about options to minimize your tax burden and tax free options for income in retirement.

During this show, were going to examine clear steps people can take to avoid letting their dream retirement stories turn into retirement horror stories.