Feb 28, 2022
Scott Bishop is the Executive Director of Wealth Solutions with Avidian Wealth Solutions, a Houston-based RIA. Specializing in guiding clients through the process of identifying their personal financial planning goals, Scott joins the show today to discuss the importance of proactive planning for your clients to ensure...
Feb 21, 2022
Today we are speaking with Jim Blair and Marc Kiner, the co-owners of Premier Social Security Consulting. Premier Social Security Consulting provides Social Security education and training for all professional advisors looking to better answer the questions their clients are having about Social Security, thereby...
Feb 14, 2022
Many financial professionals focus heavily on what to do without giving much thought as to how to execute the plan. However, the “how” is far more important than one might think. Tom Gau specializes in simplifying abstract financial planning strategies so that he can easily communicate these to his clients, as well...
Feb 7, 2022
Cost Segregation is a commonly used strategic tax planning tool that allows companies (or individuals) who have constructed, purchased, or remodeled real estate to increase cash flow by accelerating depreciation deductions and deferring income taxes. Although this sounds confusing to many, our guest today is an expert...