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Gain Insight into the Financial Industry

Manic Monday and the Coronavirus

Stocks have entered Bear Market territory and everyone is talking about Coronavirus. Brian and Blake weigh in on the recent sell off and try to shed light on why it is important to have a plan and stick with it, especially in times like these.

Estate Planning!

In this week's episode, Blake and Brian discuss Estate Planning! Information on the passing of assets to heirs and precautions you can take to set up the next generation for success! Tune in to learn more.


In this episode your hosts Brian and Blake discuss the SECURE Act of 2019. The biggest impact for most investors will be felt in their IRA’s. Tune in to learn about how these changes will affect your IRA, your Required Minimum Distributions and how we may all feel the pinch of higher taxes over the next few years.

Retirement Income Planning Part 2

In this episode we continue our exploration of the many choices and often complex strategies available to retirees. Tune in to learn more about smart moves available to everyone either contemplating or already in retirement.

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