Videos

Charitable Giving with Brian Cohoon

Brian Cohoon joins us to talk about charitable giving strategies.

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.

Top Financial Questions for Women Investors Part 1

January 15, 2021 College Planning Investment Women in Finance Insurance Estate Planning Tax Planning Financial Planning Income Planning Brett Rice Andrea Lee

This video is the first of a three part series where Brett and Andrea discuss some of the most popular questions they have received from female investors.

2020 Revisited

December 31, 2020 Beau Browning Brett Rice Brent Thoman Andrea Lee Jason Pike Jennie Claxton Sandy Leffler Audrey Morgan Brittany Zimny

These are some of our favorite memories from 2020.