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27 minutes | Jun 10, 2016
Small Caps and Global Opportunities - Bob Carey, Chief Market Strategist FT Advisors LP
Robert Carey, CFA, is Chief Market Strategist at First Trust Advisers L.P., which manages or supervises approximately $93 billion in assets. Mr. Carey has appeared on many TV and radio shows throughout North America as a guest, including Bloomberg TV, CNBC, and Chicago's WBBM Newsradio's Noon Business Hour.
27 minutes | May 27, 2016
Saving Up To $250k Per Year In Your Retirement Plans
Guest Bill Nestel, from Security Benefit, has over 35 years experience in the retirement industry. We discuss maximizing retirement contributions for small business owners; this show is of special importance to CPAs and retirement plan fiduciaries.
25 minutes | May 20, 2016
"The Three Ps..."
Steve, Aaron, and Marquis discuss the three Ps to successful wealth building: Planning, Perspective, & Patience. Marquis relates his experiences from his two tours in Iraq with the United States Army.
25 minutes | May 17, 2016
"Prince and Sumner Redstone Revisited"
Steve Kilpatrick, Aaron Williams, and Producer Marquis talk financial planning and how a lack of a financial plan can lead to problems.
28 minutes | May 6, 2016
Social Security: Maximizing Your Social Security Benefits
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don't know that there are other ways to maximize their benefits, some of which depend on their martial status.
27 minutes | Apr 29, 2016
"Prince – A Cautionary Financial Tale"
Steve and Aaron discuss how issues of ego, accountability, and estate planning will effect Prince’s Legacy.
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