coreVISION Financial Group's Podcast

Podcast af coreVISION Financial Group

engelsk

Business

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Welcome to CVFG's Podcast, the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your retirement nest egg, or navigating the complexities of taxes, we've got you covered. Tune in for expert advice on investing, saving, and securing your financial future, with practical tips and actionable insights to help you make the most of your money. From budgeting basics to advanced strategies, CVFG's Podcast is your go-to resource for mastering your finances—no matter where you are in your journey! Located in Shelbyville, Indianahttps://corevisionfg.com/schedule-an-appointmentSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

Alle episoder

15 episoder

Beau Browning Joins Brett Rice to Discuss Rollover Options

Beau Browning Joins Brett Rice to Discuss Rollover Options Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

31. mar. 2026 - 26 min

Gary Nolley and Ashley Livezey (Compass Insurance Group) join coreVISION to Discuss Medicare

Gary Nolley and Ashley Livezy from Compass Insurance Group join Brett Rice to discuss Medicare and how it works. #coreVISIONCrew #weretirepeople To learn more about Compass, head over to their Facebook page here: https://www.facebook.com/CompassInsShelbyville Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

27. feb. 2026 - 44 min

2026 Contribution Limits with Joe Heller

Joe Heller joins Brett Rice on the podcast to discuss changes to 2026 contribution limits. #corevisioncrew #WeRetirePeople Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

26. jan. 2026 - 16 min

How to Get Children Started in Budgeting with Brett Rice and Caden Claxton

Caden joins Brett on the podcast to discuss how to get started in budgeting at a young age. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

24. okt. 2025 - 23 min

Brett Rice Discusses Financial Literacy with Andrea Lee

Brett Rice and Andrea Lee discuss financial literacy and topics that should be important to learning more about your finances. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

30. apr. 2025 - 37 min

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