Dec 20, 2021
George Fossing and Zach Jenkins talk about how you should look at your portfolio as if it were your home. They also discuss reliving financial stress during the holiday season, the market and your daily life, and what to do with your 401k.
Dec 13, 2021
George Fossing and Zach Jenkins address one of the biggest concerns for retirees - volatility in their investments. Find out what steps they take to find the right fit for their clients on this week's podcast.
Dec 6, 2021
George Fossing and Zach Jenkins discuss how you can reduce the tax burden in your legacy plan. They also talk about if you will need to change your habits when you retire and if you will be able to keep up with inflation.
Nov 29, 2021
George Fossing and Zach Jenkins discuss how much you should be invested in bonds. They also talk about the financial rules of thumb and how much risk you are taking.
Nov 15, 2021
George Fossing and Zach Jenkins discuss one of the hottest topics as we approach the end of the year - tax planning. Find out some of the options that could potentially set you up for a more tax efficient 2022 and beyond!