My Favorite Podcasts

My Favorite Podcasts

Podcasts are one of the greatest inventions of the last decade or so. If you are not currently listening to any you are denying yourself access to some of the greatest minds of our era. In this post I hope to open your eyes to the world of podcasting and introduce you to a few of my favorites.

Whatever Your Plans are; Plan For Income

Whatever Your Plans are; Plan For Income

I have had the pleasure of assisting many clients for decades. Eventually, they all retire and need income from their portfolio. There are many reasons why clients work with us but the common thread is the complexities that inevitably spring from managing a portfolio