We are excited to have Peter back in the studio! I want to give a special thanks to Robert for being a great sport with our tax questions last week. Listen in as we talk about the ETSU kids putt heard round the world, where schools might be missing out, and some incredible moments in history from March 8!

We had Robert Ingram, General Counsel & Tax Advisor for AFI Advisors join the Bullseye! Robert is a key piece of our strategically woven fabric and we think you should get to know him. Listen in while we discuss Boy Scouts, conspiracy's, Joe Gibbs, and of course... TAXES! Questions? Email us at [email protected].

Taylor & Foozball Guy, Disney, Microsoft, Ai, Dow Jones, Shohei Ohtani, Robot Lovers, Robot Doctors, Election, Votes.... Did we leave anything out? Send in your 2024 predictions to [email protected]!

As humans, we have an extreme bias against loss. It is how we have survived as a species. The problem is, just like in life, excess fear and the inability to handle fear often leads to us missing out on the best things. The same is true for investing. At our January lunch & learn, we discussed how to deal with that fear and provided some tools to help manage it going forward so that we don’t miss out on the best that life has to offer.

It's crazy to think we are starting season 3 of the podcast. Thank you to everyone who faithfully listens, participates, and drops by to join in the fun. Good luck with any/all resolutions and HAPPY NEW YEAR!

We want to wish a very special Merry Christmas to all of our listeners near and far! We hope that EVEYONE made that "nice" list, and that Santa is extra good to you this year! Enjoy our Christmas Special and we will see you in 2024!

We want to welcome Jonathon Albarado, Director of Development with KPT B&G Club to the podcast! We had a great conversation about the impact that our local Boys & Girls club has on our region. What a huge resource this is for ALL parents, and an even bigger opportunity for the students involved. Listen to learn more about the vast programs you might be missing out on! Become a member - ONLY $50/YEAR for each student. Please visit www.kbgc.org to learn more and get signed up.

Brian is back and he's slingin' side dishes! We bid farewell to a so so November and welcome in the Christmas season. We also take a moment to reflect on the life and works of Mr. Charlie Munger. Did you know that 30% of annual donations are handed out in the month of December? It's ok... I didn't either! Email us at [email protected] to join in on the action.

Ever heard of "too much to list"? This episode is just that! We bring in Kaylee Feathers, Investment Assistant here at AFI, to get in on the podcast action. Things included, but not limited to: Tribe chop, Nate Bargatze, electric screwdriver, lost dogs, yoo-hoo, cheap turkeys, and MORE!

That's right... New office, same ol' podcast! We are coming to you live-ish from our brand new building and we are ready to put it to good use. Join us as we recap a VERY busy month of October, reveal our newest project called Time Well Spent, and update you on the Federal Reserve pausing rate hikes. Email us at connect@afiadvisors to reserve your spot at our first lunch-n-learn!