Lets get fit together!.....financially fit that is. Nolan, Jesse and Katy discuss the classic resolutions that we all know and make but maybe not always keep. Listen as the krewe tell their own success stories when it comes to fitness and give you tips on how you can create better financial habits. 

Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.

Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/ 

The krewe use a well known Christmas tale to compare various life stages and financial planning. Join Nolan, Jesse and Katy as they discuss how you can look at the past, present and future when planning your retirement.


Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.


Music by:
Christmas Rap by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3505-christmas-rap
License: https://filmmusic.io/standard-license

Sweeter Vermouth by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4450-sweeter-vermouth
License: https://filmmusic.io/standard-license 

HAPPY THANKSGIVING!!
Nolan, Jesse and Katy cover the topic of Donor Advised Funds. Though commonly heard of, many people don't exactly know what one is. Listen in as the krewe explains the details of Donor Advised Funds and who might benefit from establishing one. And of course, there is some lagniappe on Thanksgiving feasting! 


Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.

Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/ 

Nolan and Jesse cover a special topic due to the recent hurricane that hit Louisiana on August 29, 2021. Exactly 16 years after Hurricane Katrina hit, Hurricane Ida made landfall. One of the hardest hit areas included the River Parishes (what we locals call the collective set of parishes that run along the Mississippi River in between New Orleans and Baton Rouge) and, you guessed it, right where our office is located. Listen to learn about the insurance claims process as Nolan gives you his first hand experience.

Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.

Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/ 

The krewe is back, back again! Last year presented many obstacles for everyone, but just wait until you hear why it's been quite some time since you've last heard from Nolan, Jesse and Katy. In this episode the krewe discusses why they took such a long pause and reflect on lessons learned from 2020. 

Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.

Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/ 

Happy Holidays! We all know as the holidays start approaching the question, what gifts do you want, start being asked. Join Nolan, Jesse and Katy as they discuss out of the box ways to give. We all love gifts especially those that keep on giving!

Before investing in a 529 plan, investors should carefully consider whether the investor's or beneficiary's home state offers any state tax or other benefits available only from that state's 529 plan.
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.

Music by:
Christmas Rap by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3505-christmas-rap
License: http://creativecommons.org/licenses/by/4.0/ 

Nolan,  Jesse and Katy give you a few tricks and treats to watch out for when dealing with investments. Treat yourself to some knowledge so you don't get tricked with this special Halloween episode!

Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.

Music by:
Sneaky Snitch by Kevin MacLeod
Link: https://filmmusic.io/song/4384-sneaky-snitch
License: http://creativecommons.org/licenses/by/4.0/

Join Nolan, Jesse and Katy as they give you a glimpse of life insurance. Listen to learn about it's best uses, why you should (or should not) buy life insurance, and who might need it the most. Don't forget about the Lagniappe Lounge! A new guest joins Jesse in the lounge and a questionable crawfish boil is discussed.


Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.

Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/
Sweeter Vermouth by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4450-sweeter-vermouth
License: http://creativecommons.org/licenses/by/4.0/ 

Discover the world of Mutual Funds! Nolan, Jesse, and Katy give you an insight on what a Mutual Fund is, how it works and where you might see them. We also introduce a new segment, the Lagniappe Lounge, where a couple of on topic questions are asked to a friend of the show. As the answers come in we explain what's right and wrong.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the investment company. A prospectus is available from an Investment Executive. Please read the prospectus carefully before investing. A diversified portfolio does not assure a profit or protect against loss in a declining market.
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.

Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/ 

The Traditional IRA. Odds are you've probably heard of this before, but do you really know what it is? Learn what a Traditional IRA is and the purpose of having one. You might just want to add one to your retirement plan strategy!

Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.

Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/