Videos

Grant Reeves - Common Estate Planning Mistakes January 2022

January 28, 2022 Estate Planning

Grant talks about common estate planning mistakes.

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.

Bill Robertson discuss Annuities and How they Fit in Your Portfolio

April 15, 2021 Investment Retirement Funding Insurance Estate Planning Tax Planning Financial Planning Income Planning Brett Rice

Bill Robertson discuss annuities and how they fit in your portfolio.

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.

Estate Planning

February 15, 2021 Estate Planning Tax Planning Financial Planning Income Planning Brett Rice

In this episode Grant and Brett discuss Estate Planning Basics.

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.