Nov 18, 2020
The end of the year is swiftly approaching. What things should you consider before year end? In this episode we talk about many of the subjects that should be considered as you talk with your CPA and Wealth Planner.
Oct 15, 2020
In our second conversation we talk about what a family office is, what it does for the family it serves, and whether or not you really need one. We talk about the idea of a co-ordinated family office as well. From topics such as legacy planing, and family constitutions, to the nuts and bolts of practical uses of a...
Sep 15, 2020
In our first podcast we talk about the life cycle of investing - what to do at various points in your life. Everything from budgeting to investing in High Growth, Growth, Equity Income, High Income, Income , and Real estate is covered. Asset allocation through the three major phases of your investing lifetime -...