Our podcasts will cover topics that we are passionate about. Jill Carr (SWMG Wealth Advisor) and Jessica Brown (Owner of Dream Vacations) discuss and share insights intended to help retirees with travel planning (as well as other travel lovers) save time, money, and stress. For more travel planning information, contact Jessica Brown by phone at …
Podcast
Episode 4: Estate Planning Basics Explained
Estate Planning Basics Explained: Estate planning is essential for safeguarding your legacy, regardless of age or financial status. A well-crafted plan helps minimize taxes, avoid legal complications, and ensures that your assets are distributed according to your wishes. For further insights, tune in to Jill’s podcast with Attorney Heidi McAra. Our podcasts will cover topics …
Episode 2: Investing with Perspective
With the tragic event of the Russian invasion of Ukraine and the beginning of the Fed announcement of increasing interest rates for the foreseeable future, we thought it would be a good time for sharing our thoughts on investing with perspective and hopefully bring you some useful perspective on the investment front. Our podcasts will …
Episode 1: International Women’s Day
International Women’s Day (IWD), is a global day celebrating the social, economic, cultural, and political achievements of women. IWD marks a call to action for accelerating women’s equality and an opportunity for our financial advisors to share important information about financial topics for women.