In this episode we talk about about looking ahead to help minimize your tax burden.

Join us as we welcome special guest Jay Guerin, the President of Gradient Insurance Brokerage, to talk about insurance and enhanced planning.

In this episode we look at where we finished financially for the first quarter and what it means for the future.

In this week's show we discuss the current inflation situation, where it might be headed, and what to do with your finances.

What happens when the Federal Reserve raises interest rates? How does it affect the banking crisis, the markets and your savings? We talk about all that and more on today's show.

Silicon Valley Bank has failed. What does that mean for you? Join us as we welcome Jeremy Bryan from Gradient Investements, LLC to give us an idea of what this bank failure means for the general public.

In this episode we discuss the difference between wills and trusts and why you need to understand both.

In this episode we are going to talk about enhanced planning. This is the planning you do beyond wealth management. Some of you may refer to it as estate planning or advanced planning. We talk about how to protect your legacy and preserve family harmony.

During this episode, we’re going to breakdown the federal SECURE 2.0 Act, which may have major implications for millions of retirees.

Rob has the president of Gradient Investments, Michael Binger, on the show to go over where the market it, his projections on what it is going to do, and also goes over the inflation numbers that were released and how those may affect the market.