PodPoint

Title	Speaker	Date
Six Steps to Take You to the End of the Year	Stacy Bush	November 30, 2021
How Gratitude Can Help Your Financial Life	Kent Patrick	November 16, 2021
What if you haven’t prepared for Market Volatility in retirement?	Stacy Bush	November 09, 2021
Tips for New Investors	Kent Patrick	November 02, 2021
IRA planning steps to take before 2021 ends	Stacy Bush	October 26, 2021
How to Protect Your Portfolio From Inflation	Kent Patrick	October 19, 2021
Year End Financial Tips	Kent Patrick	October 05, 2021
Big Tax Changes are Coming and What You Need to Know	Stacy Bush	September 28, 2021
Market Volatility - When will the bubble burst?	Kent Patrick	September 21, 2021
5 Way Financial Planning Can Help	Stacy Bush	September 14, 2021
Social Security Costs Expected to Exceed Total Income in 2021 as Covid-19 Takes Financial Toll	Kent Patrick	September 07, 2021
Powell Sends Clear Signal on ‘Tapering,’ Cautions Interest Rate Hikes are Still a Long Way Off	Stacy Bush	August 31, 2021
Strategies to Deal with Potential Capital Gain Tax Increases	Kent Patrick	August 17, 2021
How Retirees Should Respond to Inflation	Kent Patrick	July 27, 2021
How to Beat Inflation and Reduce Risk at the Same Time	Stacy Bush	July 20, 2021
Busting 5 Myths and Misconceptions About Social Security	Kent Patrick	July 13, 2021
5 Planning Strategies to Use if Biden Repeals Stepped-Up Basis	Stacy Bush	July 06, 2021
A New Round of Surprise Tax Refunds is Coming. Will You Get One?	Kent Patrick	June 29, 2021
Ways the Secure Act 2.0 Could Change Retirement Savings	Stacy Bush	June 22, 2021
Scholarship Winner Nathan Faircloth	Kent Patrick	June 15, 2021
5 Mistakes Couples Make When Planning for Retirement	Kent Patrick	June 01, 2021
Tips for Smart Investing	Stacy Bush	May 25, 2021
The Factors Driving Cryptocurrency and the Challenges Ahead	Kent Patrick	May 18, 2021
Estate Planning Lessons	Stacy Bush	May 11, 2021
Watch out for this double whammy on required minimum distributions	Kent Patrick	May 04, 2021
The Best Investments for Young Adults	Kent Patrick	April 20, 2021
Will Rising Federal Debt Slow Economic Growth?	Stacy Bush	April 13, 2021
Investing During Times of Inflation	Kent Patrick	March 30, 2021
9 ways to help clients live richly instead of dying rich	Stacy Bush	March 16, 2021
Reasons to Consider a Roth IRA for Kids	Kent Patrick	March 09, 2021
5 Surprise Retirement Expenses	Stacy Bush	March 02, 2021
Smart Tax Moves You can Still Make for 2020	Stacy Bush	February 23, 2021
Conference Call Regarding The Election Results and Your Money!	Stacy Bush and Kent Patrick	January 08, 2021
Common Mistakes That Could Derail Your Retirement —and How to Avoid Them	Stacy Bush	December 15, 2020
New Year's Financial Resolutions: Get Your Finances in Shape for 2021	Kent Patrick	December 08, 2020
6 Ways That Roth IRA’s and Roth 401K’s Are Different	Stacy Bush	December 01, 2020
3 ways a contested election could play out and what that means for the Markets	Kent Patrick	November 17, 2020
Fear is in the air but investors could be looking at an historic buying opportunity	Stacy Bush	November 10, 2020
3 Mistakes Investors Make During the US Election Years	Stacy Bush	October 27, 2020
Year end portfolio Checkup 6 Tax-Smart Tips	Kent Patrick	October 20, 2020
Conference Call Regarding The Election and Your Money	Stacy Bush and Kent Patrick	October 14, 2020
4 Reasons to Stay the Course as Election Approaches	Stacy Bush	October 13, 2020
The Differences in Trumps and Bidens Tax Plans	Kent Patrick	October 06, 2020
5 Questions to Ask Before Choosing a Financial Advisor	Stacy Bush	September 29, 2020
8 Things You Need to Know About Your Inherited IRA	Kent Patrick	September 22, 2020
The Federal Reserve Raising the Inflation Hurdle	Stacy Bush	September 15, 2020
IRS Issues Payroll Tax Deferral Guidance Amid Widespread Criticism	Stacy Bush	September 01, 2020
3 Retirement Income Mistakes to Avoid	Kent Patrick	August 25, 2020
AIG Unit to pay $40 million to the SEC in referral fees tied to teacher pensions	Stacy Bush	August 18, 2020
Is there really a coin shortage?”	Kent Patrick	August 11, 2020