Our podcasts will cover topics that we are passionate about. Today we will be talking about the Secure Act 2.0 and the proposed changes with Jill Carr, CPA, CFP®, Wealth Advisor and Jason Guenther, CFP®, Chief Investment Officer, Wealth Advisor with Stephens Wealth Management Group. We will discuss and share insights intended to shed light …
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Episode 4: Estate Planning Basics Everyone Should Know
Estate planning is critical to protecting your legacy, no matter your age or wealth. Effective estate planning can help you to avoid unnecessary taxes and legal tie-ups and enable property and money to be distributed according to your wishes. Listen to Jill’s podcast with Attorney Heidi McAra for more information. Our podcasts will cover topics that …
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