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71 Videos

Tax Loss Harvesting

Rapid Fire Ep. 14: Geopolitical Events & Diversification

Rapid Fire Ep. 13: Welcome Keirsten and Happy 2026!

Rapid Fire Ep. 12: Naughty or Nice?

Rapid Fire Ep. 11: Thanksgiving

Rapid Fire Ep. 10: Trick or Treat?

Rapid Fire Ep. 9: Insurance with Bill Brennan

Executor vs. POA

What Is An Estate Plan?

Will vs. Beneficiary Designation

Power of Attorney (POA)

Rapid Fire Ep. 8: NFL & Stock Market Expectations ft. Billy Joel

2025 Tax Bill "OBBBA" - Q&A with Mary Winand, CFP ®, CSLP

Rapid Fire Ep. 7: Oil, Jobs, & Bear Markets

Rapid Fire Ep. 6: Cave vs. Watering Hole

Rapid Fire Ep. 5: March Madness

Rapid Fire Ep. 4: Reasons to Sell?

05:57

Full Interview with Mac Brillhart on Estate Planning

05:57

Don’t Wait to Buy Your Winter Coat

05:57

What are Roth Conversions??

05:57

The Ins and Outs of Qualified Charitable Distributions

06:00

Rapid Fire Ep. 3: Naughty and Nice

12:14

2025 IRS and Social Security Updates

07:10

A Reminder on Elections

15:50

Rapid Fire episode 2

15:50

Rapid Fire episode 1

15:50

What about Corrections?

02:44

Federer vs the Markets

12:28

You know Uncle Sam, but how about Aunt IRMAA?

10:38

Is the Economy too good?

12:47

Roth Conversions 101 & Market Thoughts

12:40

Negativity Bias: Focus on the Pile of Good Rocks

12:43

1st Quarter 2024 Allocation Update

02:56

Bitcoin & Bungee Jumping

11:06

Naughty and Nice

12:50

December Allocation Changes

12:50

Beyond Doom and Gloom

12:50

2024 IRS Cost of Living Adjustments

12:50

The Basics of Medicare with Fogarty Insurance Advisors

12:50

Credit Card Debt & Market Pullbacks

12:50

Expectations Are Key

12:50

The Bright Side of Our Economy You Didn't Know Existed

12:50

Debt Ceiling Dilemma: Financial Armageddon or Deja Vu?

12:43

In Search of The Magic Certainty Button…

13:38

Banks and Buckets…

14:12

A hearty welcome to Ben…what does this warm winter have to do with markets

14:12

A year of healing And some philosophy from Rocky

14:12

Happy New Year and Congratulations to Diana!!

14:12

14:12

Behavior Matters…

14:12

Love and Marriage…

14:12

We Didn’t Start The Fire…

14:12

Normal Turbulence or Something More…

14:12

Buckle your seatbelts Happy Holidays!

14:12

Thanksgiving Message 2021

14:12

No Respect…September 2021 Update

14:12

What a Long Strange Trip it has Been…

14:12

The Only Thing We Have To Fear

14:12

The Market Lives on a Different Planet

14:12

Market Update - Brought to You By The Letter K

14:12

Happy Holidays!

14:12

14:12

What If We Told You

14:12

Fall Update from The Financial Advisory Group

14:12

June Video Update from The Financial Advisory Group

14:12

Old School vs New School

14:12

A Third Video Message From The Financial Advisory Group

14:12

Market Update and Holiday Wishes from The Financial Advisory Group

14:12

A Video Message from The Financial Advisory Group

14:12