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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.
EIG Wealth Advisor, Anne Mank, CFP®, CPA, discusses the current state of the economy with Mike Roth, Founding Principal of Stark Investments.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Ande Frazier, author of "Financially Free: 11 Conversations to Have with Yourself about...
Listen to hear Cara Olson, Chief People Officer at EIG, talk with Rose Fass, Author & Founder of Fassforward Consulting Group, about finding the...