We were honored to have Cori Slingerland with Mosaic Planning Group join us this week. Cori discussed the difference between a brokerage firm and a captive company. She also discussed the importance of being honest with your agent and more! You can find out more about Cori and the Mosaic Planning group at: https://mosaicplanninggroup.com/.

Aaron Kennedy and Sam Barker share more from the 2024 Berkshire Hathaway Annual Shareholders Meeting with Warren Buffett. They also give us a brief market update.

Aaron Kennedy and Sam Barker had the honor of attending the 2024 Berkshire Hathaway Annual Shareholders Meeting with Warren Buffett. They share some of their takeaways from the meeting as well as a brief market update.

Wisdom isn’t always about knowing the answers. More often than not it's about knowing the right questions to ask. Here are questions every investor should be asking. You don't want to miss this Q&A session with our in-house CFA, Aaron Kennedy. This episode originally aired in 2019, please enjoy.

Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to discuss the economy, earnings, inflation, AI, and more. You don't want to miss this week's episode of Black & White Market Chatter on Life Planning 101.

In the 4th quarter of 2023, household debt reached 17.5 trillion dollars with credit card debt. Here are a few ideas to possibly help you save money for retirement.

Aaron, Matt, and Sam join us this week to talk about what's going on in the market, what they're looking at, and why they have confidence moving forward. You don't want to miss this week's episode.

I was honored to sit down with the Real Wealth Podcast to talk about the struggles with long-term care in the United States, how grief heightens temperament, and how having a plan isn’t enough. You don't want to miss this week's episode.

This week Aaron, Matt, and Sam join us to talk about something pretty SWEET. They also share a market update and some companies they're looking into. You don't want to miss this week's episode.

Like the title of a James Bond movie, we live in a day and age where it can seem like there is no time to die. There seems to be so many obligations that need our attention. Do you care about your family? Then you don’t want to miss this week’s episode of Life Planning 101.