Happy Holidays from our coreVISION Family to yours!
Our annual end of year video for our clients | 2024
coreVISION Financial Group 2024 Thankful Video
coreVISION Financial Group shares what they are thankful for. #weretirepeople #coreVISIONcrew
Jason Pike talks Federal Reserve Interest Rate Cuts
Jason Pike joins Brett Rice on the podcast to discuss how the recent Federal Reserve interest rate cuts impact your personal finances. #coreVISIONcrew #WeRetirePeople
Brent Thoman and Brett Rice Discuss Capital Gains
Brent Thoman joins Brett Rice to discuss Capital Gains realized, unrealized long term, short term and tax implications on them. #coreVISIONCrew #weretirepeople
Andrea Lee Joins Brett Rice to Discuss 529 to Roth Conversions
Andrea joins the podcast to discuss a new option with your 529 accounts, rolling them into a Roth IRA. #coreVISIONcrew #WeRetirePeople
Brett Rice talks Budgeting Basics with Andrea Lee and TJ Sherwood
Where should you start when building a budget and what resources are needed? #coreVISIONCrew #WeRetirePeople
