We recently held a webinar for our clients exploring how COVID-19 is affecting the vacation home market. We spoke with with an experienced real estate developer to hear his thoughts about how vacation home markets have responded to prior recessions and his outlook for vacation homes. Additionally, he shared his advice about what to look for in a vacation home and how to handle a second home as a rental property.

How has COVID-19 impacted the value of commercial real estate? What does this mean for business owners and real estate investors?

Our recent election could have significant impact on the economy, jobs, taxes, government debt, and the stock market. What are the implications for you and your family?

Recently, we held a webinar for our clients to discuss the outlook for each presidential candidate and the potential impact of their proposed policies on the stock market, the economy, and tax rates. This podcast episode is an audio replay of the webinar, with links to the webinar replay and slide deck that were presented during the webinar in the show notes.

In early June, we held a webinar for clients to discuss how the COVID-crash could affect business owners, executives, and retirees. This podcast episode is an audio replay of the webinar, with a link to the slide deck that was presented during the webinar in the show notes.

In our final episode for 2019, veteran journalist Steve Walters joins Eric to discuss the nuances of income in retirement.

"What do You Think About Bitcoin?" "Should I invest in Gold as a Hedge Against Inflation?" "Will Social Security go away?"

In this episode, Eric & Michelle talk about some of the most popular investment and finance questions that Eric is asked at cocktail parties.

Jeff Prager, the founder of Cash Flow Engineering, joins Eric to discuss how he helps business owners analyze seven key metrics of their company to grow their revenue without working harder or borrowing money.

Scott Mardy, Vice President and Investment Strategist at Dimensional Fund Advisors, joins us to analyze the pros and cons of three different investment strategies - active management, index fund investing, and the systematic approach.

Dan Seff, Senior Managing Director at CBIZ, discusses tax planning for corporate executives as well as putting together a personal advisory team.