Chris and our very own Associate Advisor, Lindy Brock, bring to light some common toxic beliefs about money that you shouldn’t abide by. This is part 1 of a 3 part series.

RMDs are a very complex subject that affect everyone differently. They can have a large impact on your tax bracket because this counts as your income. Here are a few planning ideas to make the most of and plan around RMDs.

The percent of Americans that say that they can not afford to live without their next paycheck is astounding and it is a problem. Learn what is generally the cause of this issue and how to avoid it.

Spring is here and it’s the perfect time to tidy up your financial life! Listen & find out a few things you can do to get yourself organized.

Chris interviews entrepreneur, author, former fire fighter and US Marine Veteran, Zachary Green, about his take on what it takes to be a successful entrepreneur.

The current economy is a hot topic because people everywhere are feeling its effects. Chris interviews David Lebovitz, the Executive Director on the JP Morgan Asset Management Global Market Insights Strategy Team, on what is affecting today’s economy and why.

What comes next? This year has brought us conflict in Europe, heightened inflation fears, and Federal Reserve Policy. Listen to this Economic update webinar replay.

The COVID-19 Pandemic has been the talk of the town since it began back in March of 2020. After 2 years since the beginning, listen to how this pandemic has changed the way we think about money.

After the start of the pandemic, there was a large labor shortage in the job market and there still is one today. Learn about how the job market came to be what it is now.

Learn the difference between tax deductions & tax credits!