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CoreVISION Financial Group
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coreVISION Financial Group's Podcast
Brett Rice Discusses Financial Literacy with Andrea Lee
Brett Rice and Andrea Lee discuss financial literacy and topics that should be important to learning more about your finances. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
2025-04-30
37 min
coreVISION Financial Group's Podcast
Grant Reeves joins Brett Rice on the Podcast to Discuss Avoiding Senior Scams
Grant Reeves, Attorney and Financial Advisor, joins the podcast to discuss financial scams and how to help senior citizens avoid them. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
2025-03-03
20 min
coreVISION Financial Group's Podcast
Brett Rice talks Budgeting Basics with Andrea Lee and TJ Sherwood
Where should you start when building a budget and what resources are needed? #coreVISIONCrew #WeRetirePeopleSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
2025-02-06
42 min
coreVISION Financial Group's Podcast
Brent Thoman and Brett Rice Discuss Capital Gains
Brent Thoman joins Brett Rice to discuss Capital Gains realized, unrealized long term, short term and tax implications on them. #coreVISIONCrew #WeRetirePeopleSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
2025-02-06
17 min
coreVISION Financial Group's Podcast
Beau Browning Talks about Investing Pitfalls with Brett Rice
Beau Browning joins Brett Rice to discuss investing pitfalls and the emotional decision making that comes along with it.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
2025-01-30
30 min
coreVISION Financial Group's Podcast
Jason Pike and Brett Rice Talk Federal Reserve Interest Rate Cuts
Jason Pike joins Brett Rice on the podcast to discuss how the recent Federal Reserve interest rate cuts impact your personal finances.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
2024-10-24
30 min
coreVISION Financial Group's Podcast
Andrea Lee Joins Brett Rice to Discuss 529 to Roth Conversions
Andrea joins the podcast to discuss a new option with your 529 accounts, rolling them into a Roth IRA. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
2024-08-21
15 min
coreVISION Financial Group's Podcast
Beau Browning Joins Brett Rice to Discuss the State of the Firm 2024
Beau Browning discusses the current state of the coreVISION Firm for 2024.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
2024-06-20
27 min
coreVISION Financial Group's Podcast
Jason Pike joins Brett Rice to Discuss Withdrawal Rates in Retirement
Jason Pike shares details on the importance of withdrawal rates in retirement and other factors that you need to be aware of.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
2024-04-18
14 min
The Market EN-ABLERS Podcast
Believing in Your Vision
Join us for an inspiring episode where we discuss the importance of believing in your vision, even when others don't understand it. Learn how to stay true to your passion and create a lasting impact in the world. Don't miss out on this empowering conversation! Connect with Paul: https://www.linkedin.com/in/paul-carson-en-able/ Connect with Kitti: https://www.linkedin.com/in/kitti-majoran-market-enabler/ #MadeWithDetail #BelieveInYourVision #PassionAndPurpose #StickWithIt #EmpoweringEntrepreneurs #MarketEnablers #FindingBalance #CreatingImpact #TrustYourIntuition #ChangingTheGame #InspiringStories #KeepGoing #DontGiveUp #MissionDriven #ConnectingWorlds #PowerOfLanguage #InternationalBusiness #NonNativeEnglishSpeakers #BrandStrategy #MarketEnabling #CoreVision #TransformingIndustries #PushingBoundaries #MakingADifference...
2024-04-18
42 min
coreVISION Financial Group's Podcast
Brent Thoman joins Brett Rice to Discuss Common Financial Scams
Brent and Brett discuss many common scams that people see today.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
2024-02-26
17 min
coreVISION Financial Group's Podcast
Brett Rice Discusses Budgeting Basics
Brett Rice discusses how to get started with budgeting.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
2024-01-29
15 min
فاليو بودكاست مع إكرامي
أ. فيصل العبدالسلام | عن الاستثمار الجريء
☑️ مستثمر ملائكي لـأكثر من 7 سنوات ☑️ رائد أعمال و مؤسس لأكثر من 3 شركات ☑️ يدير صناديق استثمارية خاصة ☑️ خبرة في القيادة و تأسيس الشركات ☑️ قدم أكثر من 250 استشارة استثمارية في فاليو بودكاست رح نتطرق لمواضيع تخص: - الاستثمار الجريء في قطاع ريادة الأعمال - تأسيس الشركات - تقييم الشركات الناشئة والتقليدية وماهي الفروقات - عن شخصية المؤسس مع ضيفنا المبدع الأستاذ فيصل العبدالسلام ✨ Linkedin account: / faisal-al-abdulsalam Core Vision Investments: https://corevision-inv.com / core-vision #بودكاست #podcast #branding #personalbranding #identity #expert #investment #استثمار #استثمار_ملائكي #تأسيس #ريادة_أعمال #ادارة_اعمال #استشاري_اعمال #مؤسس #founders
2023-11-22
1h 19