coreVISION Financial Group's Podcast

By coreVISION Financial Group

Welcome to CVFG's Podcast, the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your

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FAQs about coreVISION Financial Group's Podcast:

How many episodes does coreVISION Financial Group's Podcast have?

The podcast currently has 9 episodes available.

coreVISION Financial Group's Podcast episodes:

April 30, 2025 Brett Rice Discusses Financial Literacy with Andrea Lee
Brett Rice and Andrea Lee discuss financial literacy and topics that should be important to learning more about your finances.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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38min
March 03, 2025 Grant Reeves joins Brett Rice on the Podcast to Discuss Avoiding Senior Scams
Grant Reeves, Attorney and Financial Advisor, joins the podcast to discuss financial scams and how to help senior citizens avoid them.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
...more
21min
January 30, 2025 Beau Browning Talks about Investing Pitfalls with Brett Rice
Beau Browning joins Brett Rice to discuss investing pitfalls and the emotional decision making that comes along with it.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
...more
31min
October 24, 2024 Jason Pike and Brett Rice Talk Federal Reserve Interest Rate Cuts
Jason Pike joins Brett Rice on the podcast to discuss how the recent Federal Reserve interest rate cuts impact your personal finances.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
...more
31min
August 21, 2024 Andrea Lee Joins Brett Rice to Discuss 529 to Roth Conversions
Andrea joins the podcast to discuss a new option with your 529 accounts, rolling them into a Roth IRA.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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16min
June 20, 2024 Beau Browning Joins Brett Rice to Discuss the State of the Firm 2024
Beau Browning discusses the current state of the coreVISION Firm for 2024.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
...more
28min
April 18, 2024 Jason Pike joins Brett Rice to Discuss Withdrawal Rates in Retirement
Jason Pike shares details on the importance of withdrawal rates in retirement and other factors that you need to be aware of.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
...more
15min
February 26, 2024 Brent Thoman joins Brett Rice to Discuss Common Financial Scams
Brent and Brett discuss many common scams that people see today.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
...more
18min
January 29, 2024 Brett Rice Discusses Budgeting Basics
Brett Rice discusses how to get started with budgeting.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
...more
16min

FAQs about coreVISION Financial Group's Podcast:

How many episodes does coreVISION Financial Group's Podcast have?

The podcast currently has 9 episodes available.