Co-Hosts: Amy Riley and Tyler Vallano share ideas on different ways investors can reduce taxes from their portfolio.They will also discuss a few takeaways from the market this week and answer questions from our listeners.

Co-Hosts: Brian Koble and Kurt Carlson review the first half of the year in the markets, tough money decisions you have to make as you become more successful, and lastly answer questions from listerners like you. 

On this week’s show Co-Hosts: Ray Ballantine and Jayme Meredith give a quick recap of the end of the second quarter, discuss some some areas where Donor Advised Funds have come under scrutiny from the IRS and Congress, then lastly answer questions from listeners like you. 

Co-Hosts: Tyler Vallano and Shannon Barry discuss this weeks market news, answer questions from our listeners, and talk about some of the best advice they’ve given to clients over their careers.

Co-Hosts: Ray Ballantine & Jayme Meredith discuss when you may want to claim social security, IRA distributions and this weeks market news. Lastly, they will answer questions from listeners like you. 

Co-Hosts: Kurt Carlson and Brian Koble discuss Donor Advised Funds, a way to potentially make the most out of your charitable giving.  Plus, they review the markets and answer questions from listeners like you. 

Co-Hosts: Jayme Meredith and Amy Riley tackle a difficult, but necessary, discussion topic: what do you do when a loved one dies? Jayme also recaps the markets, discusses some important banking changes that could impact some listeners, and answers your listener questions.

Co-Hosts: Tyler and Shannon discuss this week’s market news including the consumer, current mortgage rates, and Medicare.  They dive deeper into the financial planning needs and considerations of business owners.  Finally, they answer questions from our listeners.

Co-hosts Jayme and Jim Meredith discuss how investors should interpret the markets hitting new highs this week. Additionally, they'll discuss little known tax forms, inflation and as always answer listener questions.

Co-Hosts: Amy Riley and Jayme Meredith share some relevant market news from the week, financial considerations for Moms for Mothers Day, and of course answer some questions from our loyal listeners.