In this episode, we’re diving into the Top 3 Things You Should Do Before Year-End.Tthis episode is packed with actionable tips to help you wrap up the year on a high note.

Jeremy Bryan, CFA and Senior Portfolio Manager for Gradient Investments joins me on this episode to discuss the market outlook, the impact of the unemployment report, what to know about owning Gold and crypto...and so much more. Don't miss it!

In this episode, we discuss cybercrime, which is becoming one of the biggest threats to your financial security. Join us as we discuss come of the most common and dangerous threats are currently, how to identify them and ultimatley how to safeguard your assets, personal information, and financial future.

Taxes are currently on sale! We have a short window of time before the current Tax Cuts and Jobs Act expires, which brings many changes that may impact us all (not just high new worth people). In this episode, we discuss not only the changes and how you may be impacted, but what you can do right now (before the window closes) to take advantage of existing cuts and protect your money against future increases.

Fall is a great time of year to focus on a reset for your finances. Summer is over and it's time to get our budgets back on track. In this episode, we are giving you a short checklist of priorities for you to focus on before the end of the year. Don't wait to be intentional with a plan to ensure your financial success!

Join me for our first episode and I introduce myself and my unique perspective of mentoring and coaching top financial advisors for the last two decades. That won't be as boring as it sounds as what I have expereinced with those advisors is what made me want to start my own independent firm and work with clients directly. We are taking you behind the scenes and allowing you to be a "fly on the wall". I truly feel this is the best way to empower and educate yourself to make informed decisions regarding your financial future! Transparency is key and it is something I feel is very lacking in our industry. Time for a change and we are glad you are here!

Knowing the source of who is providing the advice you take to make financial decisions is one of the most important first steps in your financial journey. Who do they work for? How are they paid? This is one of the most common misunderstood areas of financial advice and it is very rarely talked about. We are diving in to help you understand the three sources of advice and what that could mean for you and the plans you implement.