Jan 21, 2021
For most people, legacy planning is an uncomfortable conversation to have with their loved ones, but it is vital to get all the details squared away while you are still in good health. On today's show we discuss some common legacy and estate planning mistakes and how you may be able to avoid those with a proper plan in...
Jan 15, 2021
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.
0:31 - What Is A Traditional IRA?
4:10 - Required Minimum Distributions
5:09 - What Is A Roth IRA?
8:12 - Power Of...
Jan 14, 2021
On the first episode of the show, Trent and Brad share some of their goals for the podcast and explore the ins and outs of the different types of annuities available to investors. They'll give some real world examples of how annuities get used in client portfolios and also discuss why these products are...