Podcasts

What does it look like when you begin to take distributions from your investment accounts in retirement? Carson and Myles discuss the logistics and also where it makes the most sense to take these distributions from to help keep the most money in your pocket.

On this weeks episode, Carson and Jeri Anne discuss when is the right time to take social security and what are some of the key decision points in making the right choice.

On this week’s episode Myles, Carson, and Jeri Anne discuss a topic that comes up often with clients. Especially those who are buying properties with much higher interest rates. This is a great listen for those who are wondering if paying off your mortgage early is the right move.

Carson, Jeri Anne, and Myles discuss alternatives ways to have your money working for you outside of the stock market.

Myles and Carson discuss various ways to pass down assets to the next generations and the importance of doing so properly.

On this weeks episode, Carson, Myles, and Jeri Anne discuss a question that comes up quite frequently with clients – “Should you purchase a vacation home, or just continue to rent?”.

David, Carson, and Myles provided an update on the economy, markets, and where we think things go from here.

Michelle Norris, Director of Corporate Wellness at SweatNET, joins us once again to discuss what to look for when buying produce, meat, fish, eggs, and how to navigate those tricky inner aisles and how to help break down ways to be sure that you are making choices that support your personal nutrition goals. Raymond James…

David, Carson, and Myles provide an update on the current economic and banking environment. They also discuss and review what Raymond James is doing to protect both your investments and cash.

Carson and Myles discuss Health Savings Accounts (HSA’s) and how you can be sure you are taking full advantage of all they have to offer. They also offer up some tips on how to fully maximize HSA’s and how they may or may not play a role in your financial plan