Episodios

  • Mother's Day and More

    Mother's Day and More
    May 11 2025
    In this episode we talk about the moms and how important they are for all of us. We also discuss financial planning.
    Más Menos
    Menos de 1 minuto
  • The Markets, The Pope and More

    The Markets, The Pope and More
    Apr 27 2025
    In this episode Bill talks about ways to deal with market volatility, the future and the Pope.
    Más Menos
    Menos de 1 minuto
  • Questions Investors Need to Ask and You Get What You Pay For

    Questions Investors Need to Ask and You Get What You Pay For
    Apr 20 2025
    In this episode we go over the questions that investors need to be asking right now, and about how the promise of free legal work isn't all it's cracked up to be.
    Más Menos
    Menos de 1 minuto
  • Taxes, Markets and Being Kind

    Taxes, Markets and Being Kind
    Apr 13 2025
    In this episode Bill talks about taxes, the markets and the importance of treating others with kindness.
    Más Menos
    Menos de 1 minuto
  • Tariffs and Markets Oh My

    Tariffs and Markets Oh My
    Apr 6 2025
    We discuss the latest on the tariffs, the markets, and the importance of a plan.
    Más Menos
    Menos de 1 minuto
  • The True Meaning of Wealth

    The True Meaning of Wealth
    Mar 30 2025
    In this episode, we look beyond the balance sheet to explore the true meaning of wealth. We unpack the often-overlooked components of a rich life, challenging conventional notions.
    Más Menos
    Menos de 1 minuto
  • Market Update with Mike Binger

    Market Update with Mike Binger
    Mar 23 2025
    Bill welcomes special guests Mike Binger and Jon VanOrden from Gradient Investments to talk about what is happening with the market and where we might be headed.
    Más Menos
    Menos de 1 minuto
  • Markets and Medicare

    Markets and Medicare
    Mar 16 2025
    This week, we welcome Medicare specialist Brenda Dinan to talk about Medicare changes, planning, strategies and more. Bill also addresses the current market volatility.
    Más Menos
    Menos de 1 minuto
adbl_web_global_use_to_activate_webcro805_stickypopup