In this episode we are sitting down with Rick White to talk all about the science of risk vs. return. Rick is definitely the perfect person to help us tackle this topic because he is a seasoned pro in tax planning and asset coaching for business owners and is the President of both Patriot...

Join us as we sit down this week with Jeffrey Bettermann, President and CEO of Thorngate Financial. Jeff brings more than twenty years of experience in retirement income planning, and he also brings a nuanced perspective to the annuity debate which is our main topic of discussion this week. We...

Welcome back to the second part of our conversation with Artie Green, Certified Financial Planner and founder of Cognizant Wealth Advisors, continuing our discussion from last episode on unraveling the complexities of investing when the future is unpredictable. Today we continue the conversation...