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.

Co Hosts: Kurt and Brian are back with 5 more surprising financial facts to know and use. Plus, they will answer questions from listerners like you.

In addition to a recap of the markets and answering some great listener questions, this weeks Co-Hosts Ray Ballantine and Jayme Meredith review the recently released IRS Notice 2024-35 and the impact this has on SECURE Act IRA's, or IRA's inherited after 2019 as well as some updates on other big announcement from the Federal Trade Commission and Social Security.

Co-Hosts Tyler and Amy will discuss this week's market news including the recent pullback. They will then dive deeper into past recessions and the effects on the market. Finally, they will answer questions from our listeners.