Tariffs and Market Movement in April
Shawn, Jake and Brooke discuss the recent market movement, tariffs, client response and more on this month's podcast episode.
23 Apr 202519min
Market Trends and Tax Tips: Navigating 2025
Shawn, Jake and Brooke provide perspective to current market environment as well as some tax filing updates for Kentucky filers.
24 Mars 202515min
Wealth Management Topics We Are Discussing Now
Shawn, Jake and Brooke discuss financial planning updates and current conversations they are having with their wealth management clients. The topics include Social Security Fairness Act, 529-to-Roth C...
3 Mars 202522min
10 Financial To-Do's for 2025
Shawn, Jake and Brooke discuss 10 items to complete in 2025 for your finances including organization, goal setting, legacy planning, tax planning, and reviewing your investments.
29 Jan 202528min
