Dec 31, 2021
Today, Stephanie and Kevin offer a unique perspective on the show by diving deep into their own backgrounds as financial planners.
The two kick things off with a brief history of their first jobs before reflecting on their first ever roles in the financial services industry.
Then, Stephanie discusses the inspiration...
Dec 16, 2021
Trusts.
What the heck are they and why might it be a good idea for you to have one?
Most people believe that trusts are this elusive thing reserved for the uber-wealthy…
…or have only heard of it as being a sort of plot device in a movie or murder mystery.
Joining us today is attorney Shannon Evans, a...