Feb 22, 2019

As we enter tax season, everyone has taxes on the brain. Joel revisits President Trump's tax plan and examines how it's affecting clients in its first year. We'll also feature a discussion on some of the questions you should be asking yourself and your advisor as you plan for retirement.

What You'll Learn:

00:48 –...

Feb 15, 2019

Retirement planning contains many uncertainties. While these variables are tricky to navigate, you should be able to identify them and plan accordingly.

What You'll Learn:

2:09 – Knowing The Unknowns.

• Your retirement will be filled with uncertainties. Luckily, we do know this with certainty, so there's still...

Feb 8, 2019

Join us for a jaunt to Washington. We'll hear from CNBC tax expert Andy Friedman as he discusses how the goings-on in Washington could affect the financial services industry.

What You'll Learn:

00:40 – How Will Washington Affect Your Finances?

• Joel shares an interview with CNBC Wall Street tax expert Andy...

Feb 1, 2019

Marriage is hard work, and it's important to be a unified couple. However, you probably don't agree on everything. Joel identifies the top financial spousal disagreements he sees among clients.

What You'll Learn:

00:44 – Joel Defines The Term "Fiduciary."

• It's a term you might have heard a lot about in the...