Ongoing Planning & Portfolio Management

Ep120: Issues to Consider…Beginning of Year

Ep118: How the Debt Ceiling May Affect Your Retirement Assets

Ep117: Get Your Affairs in Order

Ep111: What Issues Should I Consider Inflation?

Ep109: Important Milestones

Ep105: Issues To Consider When Reviewing Health and Life Insurance Policies

Ep104: Tax Planning Strategies and Updates with John Nersesian of PIMCO

Ep103: Cryptocurrency – Facts vs. Fiction

Ep102: Behavioral Finance with John Nersesian of PIMCO

Ep101: What Issues Should I Consider During A Recession Or A Market Correction?