January 17, 2020
Chad and Katrina discuss Medicare and things to watch out for.
November 21, 2019
Chad & Wendy Clark discuss student loans and repayment methods.
September 27, 2019
Chad and Eric discuss identifying fraudulent investments and how to protect yourself as an investor.
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.