Latest Podcasts and Blog Posts

Crystal Ball

WA023: 5 Stock Market Predictions for 2015

Podcast: Play in new window | Download | Embed Every single day I get questions about how the stock market is going to perform. The fact of the matter is, I don’t have a crystal ball; no one does! Every year the so-called “financial experts” will try to convince you they do. In this episode,…

Estate Planning Strategies

WA022: Estate Planning Tools and Strategies with Brian Shelley

Podcast: Play in new window | Download | Embed One of the most commonly overlooked elements of financial planning is estate planning. Most doctors know how important this is but never take the time to address this critical issue of planning. In this episode, we talk with Brian Shelley about estate planning tools and strategies…