Videos

Long Term Care Planning Thumbnail

Long Term Care Planning

March 29, 2023 Retirement Funding Estate Planning Financial Planning

Grant Reeves and Brett Rice discuss Long Term Care Planning and the basics of it.

Andrea Lee and Brett Rice Discuss College Savings Strategies Thumbnail

Andrea Lee and Brett Rice Discuss College Savings Strategies

July 20, 2022 College Planning Investment Insights Women in Finance Insurance Tax Planning Financial Planning Brett Rice Andrea Lee

Brett Rice and Bill Robertson discuss Backdoor Roth and Mega Roth Thumbnail

Brett Rice and Bill Robertson discuss Backdoor Roth and Mega Roth

April 18, 2022 Retirement Funding Financial Planning Brett Rice

Brett Rice and Bill Robertson discuss Backdoor Roth and Mega Roth

Brent Thoman discusses End of Year Tax planning options and Ideas Thumbnail

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.

Brett Rice talks with Andrea Lee about retirement plans for the self employed Thumbnail

Brett Rice talks with Andrea Lee about retirement plans for the self employed

September 15, 2021 Investment Retirement Funding Financial Planning Business Owners Brett Rice Andrea Lee

Brett Rice talks with Andrea Lee about retirement plans for the self employed

Andrea and Brett Discuss the ins and outs of employer sponsored plans Thumbnail

Andrea and Brett Discuss the ins and outs of employer sponsored plans

May 18, 2021 Investment Retirement Funding Financial Planning Income Planning Brett Rice Andrea Lee

understanding your employer sponsored retirement plan