Charitable Giving with Brian Cohoon
Brian Cohoon joins us to talk about charitable giving strategies.
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.
Why You Want a Team of Financial Advisors
In episode 6, Brett and Jason cover the advantages to working with a team of financial advisors.
Why Should I Participate in my Employer Retirement Savings Plan?
Brett and Brent weigh in on some advantages of contributing to an employer sponsored retirement savings plan.
Who, What, Where, When, Why & How of Financial Planning
Do you need Financial Planning?
