Hosted By
Heather Deaton, CFP ®, CSRIC ™, EIG Wealth Advisor, is joined by Talaya Scott, owner of FIIT Perspective and author, who takes us through the steps and tools to financial freedom with a focus on mindset and structure. Her methods, tools, and concepts are for personal finances as well as entrepreneurial small business owners.
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.
Buying a home doesn’t have to be overwhelming. In this episode, Kristina Schnuckel, Wealth Advisor, teams up with mortgage expert Ben Revak from ProVisor,...
Gain insight into the strategy behind President Trump's economic decisions to better understand current market shifts, even amid uncertainty.