Andrea Lee Joins Brett Rice to Discuss 529 to Roth Conversions
Andrea joins the podcast to discuss a new option with your 529 accounts, rolling them into a Roth IRA. #coreVISIONcrew #WeRetirePeople
Brett Rice talks Budgeting Basics with Andrea Lee and TJ Sherwood
Where should you start when building a budget and what resources are needed? #coreVISIONCrew #WeRetirePeople
Beau Browning joins Brett Rice to discuss the State of the Firm 2024
Beau Browning discusses the current state of the coreVISION Firm for 2024. #coreVISIONCrew #WeRetirePeople
Andrea Lee Talks About RMDs and Charitable Giving
Andrea Lee and Guest Gene Jones discuss RMDs and Charitable Giving. #WeRetirePeople #coreVISIONcrew
Happy Mother's Day to our coreVISION Moms
To all the coreVISION Mothers on Mother's Day
Andrea Lee and Brett Rice discuss the gender gap in investing and retirement savings.
Andrea Lee and Brett Rice discuss the gender gap in investing and retirement savings. #coreVISIONFG #RetirementSavings #GenderGap
