Podcast Episodes
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Four Questions About Retirement - September 20, 2025
--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is …
9 months, 2 weeks ago
Creating a Lasting Legacy - September 13, 2025
---Check out an all-new episode where Shawn and James discuss how to create a lasting legacy and take a trip down memory lane in the year of 2008! Do…
9 months, 3 weeks ago
Retirement Planning for Women - August 16, 2025
--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is …
10 months, 3 weeks ago
Estate and Legacy Planning - August 09, 2025
--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is …
10 months, 4 weeks ago
Behavioral Finance and You - August 02, 2025
--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is …
11 months, 1 week ago
Helping Protect Your Retirement from Hidden Obstacles - July 26, 2025
--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is …
11 months, 2 weeks ago
The Longevity Challenge - July 19, 2025
--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is …
11 months, 3 weeks ago
Retirement for Small Business Owners - July 12, 2025
--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is …
11 months, 3 weeks ago
Headlines & Taxes Trivia - June 21, 2025
--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is …
1 year ago
Tax Savvy Strategies - June 14, 2025
--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is …
1 year ago