Long Term Care Insurance

In this episode, Brent and Carey dive into the world of long-term care insurance (LTCI)—what it is, and why it’s crucial for your future.

Tax Loss Harvesting

Don't worry if you have never heard of this. In this episode, Brent and Carey dive into Tax Loss Harvesting – a strategy that can help you offset gains and reduce your overall tax liability.  

529 College Savings Plans

What it is?  How does it work?  Brent and Carey answer common questions about 529 College Savings plans!

Financial Maneuvers To Make This Year

Carey and Brent share some advice on what financial maneuvers may help you the most in 2025!

Strategies for when to take Social Security

Are you close to social security age and not sure what to do?  Or if it is even the right time?  Or if it will even help cover your cost of living?  Brent and Carey have some strategies to help you make the right decision!

Women In Investing

On the heels of their upcoming women's financial seminar, Brent and Carey discuss women and the challenges they face in the investment world. 

Financial Wisdom (and Regrets) from people in their 80's.

Brent and Carey asked a number of octogenarians (including Mama Koele) about wisdom and even some regrets they'd like to share to younger listeners!

7 Steps for Retirement Planning with your Spouse

Brent and Carey spend this week talking about things you should do while planning retirement with your spouse!

Can You Have Too Much Money?

In this episode, Brent and Carey tackle the biggest debate in finances and life.  Can you have too much money?  

All About Steve

Steve is a client and wants to retire soon at 54.  Brent and Carey explain the plans they made and explain why it's best to follow the rule of 55.