Shows
Investing Advice Round Table: Conversations with the IndustrySeason One Finale: Wrapping UpOn this episode of our podcast, we skipped the guest and instead choose to interview each other. Listen as we discuss the highs and the lows of starting your own financial podcast, your favorite highlights from this season's guests and more insight into being a financial advisor in this modern world. And don't worry, we are gearing up for season 2 as we speak! Stay tuned...
2023-05-1825 minInvesting Advice Round Table: Conversations with the IndustryJeff Parren: So You're Turning 65 and Thinking About MedicareOn this episode of our podcast, we sat down and talked to Independent Insurance Broker, Jeff Parren of Agents Brokerage Parren Associates. Jeff has worked in the insurance industry since 2000. His focus has been life and health insurance for individuals, families and small group employers but he also works with disability income products, and long term care. Jeff is your go-to guy when it comes to all questions Medicare. This is a great episode for people nearing 65 who have questions about the different options available to them and how to go about finding useful resources.
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.2023-04-1735 minInvesting Advice Round Table: Conversations with the IndustryBrittany Roberts: So, You're Buying A HouseOn this episode of our podcast, we got to talk to Real Estate Agent, Brittany Roberts of Select Realty. Before her career in real estate, Brittany spent over 15 years of experience in drafting residential construction plans, space planning, remodels, home staging, kitchen and bathroom design, website design, advertising, and marketing. She is now able to use all those skills in a profession she is truly passionate about. This is a great episode for first time home buyers or people looking to start accumulating several investment properties. Brittany provides great insights and advice to all.
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2023-03-2417 minInvesting Advice Round Table: Conversations with the IndustryMeghan Kizer: Everything You Need to Know About Taxes!Listen to our new episode, where sit down with Meghan Kizer, Enrolled Agent and owner of Amethyst Financial Services. Meghan has a strong background in accounting and finance through small business and corporate positions. As a federally authorized tax preparer, she is focused on continuing education and keeping up to date on tax law changes to provide the most accurate tax advice possible, as well as creating accounting systems/processes to make it easier for small business owners to focus on running their business. Our conversation with Meghan is a great resource individuals and business owners alike, who want...2023-02-2428 minInvesting Advice Round Table: Conversations with the IndustryMorgan Wilson: Athlete to AdvisorListen to our new episode, where sit down with Morgan Wilson, an LPL register Financial Advisor with Cornerstone Financial Strategies, LLC. We discuss how he transitioned from a professional baseball player to a financial advisor, and how he uses that competitive background to his advantage.
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Disclosure: Morgan Wilson is an LPL associated advisor. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
2023-01-2632 min
Investing Advice Round Table: Conversations with the IndustryAnnie Myers: Helping Regular People Build WealthListen to our latest episode, where we got to sit down with Annie Myer, an LPL register Financial Advisor with Feldmeyer Financial. Annie shared with us why she considers it an advantage to be a female advisor in a mostly male-dominated field, as she helps her clientele build multi-generational wealth. We also had some fun learning how she utilizes the board game Monopoly to teach some valuable investing lessons to her two young sons and she filled us in on their favorite stock picks.
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Disclosure: Annie Myers is an LPL associated...2022-12-1425 minInvesting Advice Round Table: Conversations with the IndustryTim Cleveland: What It Means To Be a Financial AdvisorJoin us as we talk with Tim Cleveland, a LPL registered Financial Advisor with 14 years of experience and leadership in the financial industry. In this episode we discuss how much the industry has changed during the course of his career and how he was able to apply previous skills as a business owner to financial advising. We also discuss his insights for people considering starting to work with a financial advisor, and what that process looks likes.
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Disclosure: Tim Cleveland is an LPL associated advisor. Securities and advisory services offered through L...2022-11-2817 minInvesting Advice Round Table: Conversations with the IndustryWelcome to Investing Advice Round Table: Conversations with the IndustryJoin us this season for informational and inspiring conversations as we navigate a variety of topics surrounding financial investing and wealth planning. Each episode will feature a new guest and a new topic and plenty of knowledge and encouragement for our listeners. 2022-11-2200 min