Archive for January 2017
Behind the Scenes: David’s Father as His Inspiration (ft. Tatum Allsep, Music Health Alliance)
David discusses how the retirement system in America is broken and shares his father’s story and the passion behind why he began this radio show. Special guest, Tatum Allsep, Founder of Music Health Alliance, dives into the importance of advocating to offer resources for healthcare to music industry professionals. Questions from listeners this week include…
Read MoreWomen in Financial Planning (ft. Chevonne Farler, Wealth Management Advisor)
Special guest and wealth advisor in our office, Chevonne Farler, COO and one of our Wealth Management Advisors, talks about being a woman in the financial planning industry. David Adams discusses the cost of having a child, from a financial standpoint. Our listeners’ questions are answered including the topics of life insurance, tax free bonds,…
Read MoreNew Year’s Resolutions (ft. Andrea Rizk, Public Relations)
Special guest Andrea Rizk (PR expert) discusses the history and importance of New Year’s Resolutions, and David discusses the impact on your portfolio now that the election is over and Trump is in office. Questions from listeners include planning after divorce, rising interest rates, and retirement timelines.
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