We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.
Potential Changes In The Tax Laws
Consumer Spending & Demographics - Where Is The Market Headed?
The New Stimulus Package
Where Do We Go From Here?
Credit Scores
Identity Theft
Potential Impact of the New Tax Plan
Goal Setting Update
GameStop Stock & Donor Advised Funds
Charitable Remainder Trusts
Bitcoin
Current Events
Creating Goals for 2021
Mental Health & The Holidays
Topics You May Want To Review With Your Loved Ones
Year-End Financial Moves.
Health Savings Accounts
What does the future look like in regards to COVID-19?
Mach 1 Retirement Flight Plan
City of Bella Vista Update
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Aligned Money Show
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The Ramsey Show
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