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Ep 39: The Wealth Planning Pyramid

Posted on: October 21, 2021
Episode Duration: 25:26
Financial Planning

This week on the Retirement Café we are going to discuss the Wealth Planning Pyramid. It’s something Dan and Brent use regularly in their practice, and they felt it would be beneficial to spend some time reviewing it.

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Ep 38: Should I Be Working With A Fiduciary?

Posted on: October 7, 2021
Episode Duration: 33:18
Financial Planning

One of the buzzwords around financial planning and investment management is fiduciary. On today’s show we are going to spend some time talking about what a fiduciary is and if a fiduciary may be appropriate for your needs.