Listen Now

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.

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.

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.

Steve Kilpatrick, Aaron Williams, and Producer Marquis talk financial planning and how a lack of a financial plan can lead to problems.

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.

Steve and Aaron discuss how issues of ego, accountability, and estate planning will effect Prince’s Legacy.