Hosted By
Jamie Williams, CFP®, EIG Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the 2024 year and recent market highlights. They also cover current housing interest rates, fixed income investing, and current equity market levels plus the importance of tax planning and cash flow considerations.
In this episode, we break down what individuals, retirees, and high-earners need to know before year-end following The One Big Beautiful Bill Act.
Listen to hear Heather Deaton, EIG Wealth Advisor, talk with Jason Seymour, President of Forest Home Cemetery, to discuss burial trends, traditions, and the...
Jean Range, EIG Wealth Advisor, speaks with Jim Larson from HealthMarkets about the four parts of Medicare – what expenses each part does and...