Videos

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.

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

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.

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.

Top Financial Questions for Women Investors Part 2

January 22, 2021 College Planning Investment Retirement Funding Behavioral Finance Women in Finance Estate Planning Tax Planning Financial Planning Income Planning Brett Rice Andrea Lee

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.