The first quarter for 2023 has come to a close and we start to gear up for the Presidential election season....from a market standpoint, of course!

Emily Cisek is the co-founder and CEO of The Postage, a digital platform to support individuals and families with estate planning. Created through experience, this company is changing the way estate planning is created and stored!

Amy Bottomley from MACS joins the podcast to discuss the finance behind school choice, as well as finance literacy in public schools and how MACS is approaching it differently!

Silicon Valley Bank has tanked. What the heck happened and is it going to lead to other banking issues?

Volatility is back and many are frustrated. Guess what? You have every right to be! Here are my thoughts on what's currently happening and things to expect!

Nathan Mook, creator of Rhody Vault, joins the podcast to discuss his journey of creating a media company. With so much success in such a short period of time, the sky is no limit for what Nathan has in store!

It's tax season! This week we discuss the impact of taxes on your investments and some strategies to consider. It's never how much you make it's how much you keep!

On this episode we introduce Andrew Paterson to the podcast! Andrew is a real estate professional who services Greater Boston. We discuss the current residential real estate market was well as thoughts about the market going forward.