September 4, 2019
Patrick and Chad discuss the motto "One House, One Spouse"
August 19, 2019
Chad and Trent discuss common issues they come across when reviewing tax returns.
August 7, 2019
Chad and Greg Zaugg discuss estate planning and how it applies to physicians.
July 22, 2019
Chad and Ryan discuss Qualified Charitable Distributions and several of the tax and logistical considerations for the strategy.
June 10, 2019
Chad and Jeff discuss the importance of managing and building good financial credit.
May 27, 2019
Chad and Trent discuss different options for managing cash within your investment portfolio.
May 13, 2019
Chad and Patrick discuss the important role equities play in an investor’s financial plan.
April 29, 2019
Mathew and Chad share thoughts and ideas about incorporating life insurance into your financial plan.
April 15, 2019
Eric and Chad discuss ways to save for kids college experience.
April 1, 2019
Patrick Brady and Chad Kelley try to make sense of the age old question “Should I pay down debt or save for retirement?” Each option has its pros and cons and together they discuss how to approach this dilemma.