Investing inevitably entails risk, but having the knowledge of how to handle and mitigate that risk can significantly impact your success. Our latest episode features Jeremy Deering, an accomplished portfolio director, who provides a comprehensive understanding of risk management in investing and offers valuable insights on effectively navigating it. In this episode, Jeremy shares his …
Navigating the probate process can be daunting and emotionally challenging for anyone dealing with losing a loved one. As an executor, heir, or interested party, it is essential to have a clear understanding of the legal process involved in probate and the critical role that an estate executor and attorneys can play in facilitating the …
Although often overlooked, estate planning is a crucial component of comprehensive financial planning, and neglecting to address it can have significant consequences. In this episode, Brett and Cheri Brooks, CPA and Managing Director of Neuberger Berman Advisor Institute, discuss financial advisors’ crucial role as “quarterbacks” in guiding families through estate planning after losing a loved …
Get ready for an insightful podcast episode that delves into the world of financial advising and the crucial role of tax planning. You’ll discover how a software company is revolutionizing how advisors offer financial planning to their clients and hear from our special guest Roger Pine, CFA, CFP®, and Co-Founder of Holistiplan as he shares …
Are you tired of feeling overwhelmed and confused when it comes to filing your taxes? Don’t worry, you’re not alone. But what if you could have access to expert advice that simplifies the tax process and maximizes your returns? Join us on this episode as we chat with tax guru Mark Crooks, who demystifies the …
Are you feeling uncertain about when to retire? What could you do to make more informed decisions about your Social Security benefits? Are you curious about how Social Security could impact your retirement income? Tune in to this episode for helpful tips on how to make informed decisions about your benefits. Join Brett Ramsey as …
Are you worried about having enough income to live comfortably in retirement? You’re not alone. But what if you had access to a platform that could empower you to make better-informed decisions around social security and create a customized, time-segmented income plan that can be easily managed throughout retirement? Join Sheryl O’Connor and Phil Lubinski, …
Retirement planning often involves considering how to make your savings last as long as possible, which is known as a longevity plan. In this episode, we discuss ways to influence your longevity and improve your quality of life during retirement. Heather Holmes, Founder, and CEO of Genivity, an innovative WealthTech platform, shares how her platform …
What do your finances and health have in common? It’s something we don’t often think about. While financial literacy is essential, our health impacts how we plan our finances. In this episode, Brett Ramsey shares some of his health secrets and scares, what he has learned from them, and how it impacts money. This episode …
Donor-advised funds are an amazing part of the nonprofit landscape, but they can also be hard to understand. As the market is changing, charitable giving can be a way to remain resilient, keep more of your taxes and do good at the same time. In this episode, Brett Ramsey speaks with one of his clients, …