Tricia and Teri had the opportunity to talk with their friend Jamie Levy, the President and Chief Vision Officer of JDLevy & Associates. Jamie is a published writer, keynote speaker, and through his teaching and consulting has become recognized for his expertise in the area of philanthropic sustainability and development. The three dig deep into the subject of charitable gifting and how to make sure your gifts are meaningful and impactful.

In this episode, Tricia and Teri speak with Linda Grant Smith, CPWA, CFP, who is a Regional Financial Planner with Baird. Listen as the three define and discuss various details of Roth Conversions and how they may benefit your overall financial plan. 

The Hollander Group had the pleasure of discussing evidence based investing and crafting your lifeboat, as well as other behavioral finance strategies with Michael Antonelli, Market Strategist - Baird Private Wealth Management.