Videos

Brett Rice Discusses 2023 Contribution Limits Thumbnail

Brett Rice Discusses 2023 Contribution Limits

January 19, 2023 Retirement Funding Tax Planning Brett Rice Andrea Lee

Brett and Andrea discuss new contribution limits for 2023 for most retirement plans along with 529 and HSA.

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

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.

Bill Robertson discuss Annuities and How they Fit in Your Portfolio Thumbnail

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 Thumbnail

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 Thumbnail

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.