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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.
In this episode, Kristina Schnuckel and Heather Deaton break down how recent changes under the OBBBA legislation are reshaping charitable giving strategies. Whether you're...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning for...