Sign up to save your podcasts
Or
Share Just Peachie Show
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Just Peachie Show
By Peachie ThompsonEducation
Just Peachie Show episodes
- Episode 2: Just Peachie Ep2: A glimpse into a fiduciary financial advisor's mind w/ Sean GuldiWhat is a fiduciary financial advisor? What are the questions to ask when interviewing potential financial advisors? What is a fee-only advisor? How do financial advisors get paid? Peachie interviews B&C Financial advisors, Chief Investment Officer Sean Guldi, CFP®. In this episode, they will answer these questions and talk about the current interest rate environment, alternative investments as well as what to do with the potential tax law changes in the horizon.34 min
- Episode 1: Just Peachie Ep1: Trusts Wills & Estates with Bill O'Leary, EsqIs estate planning just for the super wealthy? When and how do I get a will done? What is a trust? Peachie interviews esteemed estate planning attorney Bill O'Leary. In this inaugural episode, they demystify trusts, wills and estates for you.44 min
About Just Peachie Show
From the publisher's feed
Just Peachie is a show to empower and educate consumers where insurance industry leader Peachie Thompson, AALU, ALMI, ACS interviews subject matter experts regarding lifestyle, insurance, finances…
& taxes.