Videos

Financial Literacy, What is it and What Does it Mean?

Brett Rice and Andrea Lee discuss the topic of Financial Literacy and what that means. #WeRetirePeople #CVFG #coreVISIONFG

Jason Pike joins Brett Rice on the coreVISION podcast to talk about fees

June 8, 2023 Investment Behavioral Finance Brett Rice Jason Pike

Jason Pike, Partner, at coreVISION discusses fees with Brett Rice. #coreVISIONFG

Brent Thoman discusses End of Year Tax planning options and Ideas

November 16, 2021 College Planning Investment Retirement Funding Insights Behavioral Finance Insurance Estate Planning Tax Planning Financial Planning Income Planning Business Owners Brett Rice Brent Thoman

Brent Thoman, Brett Rice and Rob Yeend discuss End of Year Tax planning Ideas and options.

Beau Browning and Brett Rice Discuss Blogs, Books and Podcasts.

July 22, 2021 Investment Insights Behavioral Finance Beau Browning Brett Rice

Beau Browning and Brett Rice discuss blogs, books and podcasts.

Charitable Giving with Brian Cohoon

March 15, 2021 Investment Retirement Funding Insights Behavioral Finance Women in Finance Estate Planning Tax Planning Financial Planning Brett Rice Brent Thoman

Brian Cohoon joins us to talk about charitable giving strategies.

Top Financial Questions for Women Investors Part 3

January 29, 2021 College Planning Investment Retirement Funding Behavioral Finance Women in Finance Insurance Estate Planning Tax Planning Financial Planning Income Planning Brett Rice Andrea Lee

This video is the third of the three part series where Brett and Andrea discuss some of the most popular questions they have received from female investors.