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
Andrea Lee and Brett Rice Discuss College Savings Strategies
Brent Thoman discusses End of Year Tax planning options and Ideas
Brent Thoman, Brett Rice and Rob Yeend discuss End of Year Tax planning Ideas and options.
Top Financial Questions for Women Investors Part 3
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.
Top Financial Questions for Women Investors Part 2
This video is the second of a three part series where Brett and Andrea discuss some of the most popular questions they have received from female investors.
Top Financial Questions for Women Investors Part 1
This video is the first of a three part series where Brett and Andrea discuss some of the most popular questions they have received from female investors.
