Sep 25, 2023
Jeremiah and Nic starts the show with market news – the United Auto Workers' strike, Instacart's IPO, and everything else important you may have missed. The guys move on to talk about the texts and phone calls that we never want to receive... Is your and your family's estate plan updated and where you want it to be?...
Sep 23, 2023
In a volatile market (like the one we are currently experiencing), your investment strategy needs to take a different approach. We need to understand the impacts of investing amidst high market risk and rising interest rates. Alan and Brian start the show by discussing some of the investment opportunities that may be...
Sep 18, 2023
Who remembers the good 'ol days? The era of Coronavirus and free government money! If you've seen or heard recent advertisements regarding the ERC (Employee Retention Credit), it may be tempting as a business owner to try to get your hands on this "free" money. We have Steve Cilley of Ataraxis PEO to give his opinion on...
Sep 16, 2023
Have you personally felt the impacts of our current inflation? Looking at the numbers, Energy is up and used car prices are down, but what have you noticed the most? Amid the high costs of everything, there is the silver lining of low unemployment in the United States. But is that a positive statistic in the long...
Sep 11, 2023
How much is enough to retire? It's actually not as much as you probably thought... If you're wanting to listen to the first hour of the show hosted by Brian Wiley and Alan Holman, visit our previous episode!
Hosts:
Brian Wiley, Financial Advisor
Alan Holman, CFP®, Wealth Advisor
Nic Daniels, BFA™, Financial...