Plan With Callahan Podcast

Podcast af Ryan F. Callahan, CFP®, CIMA®, CPFA

engelsk

Business

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2 måneder kun 19 kr.

Derefter 99 kr. / månedOpsig når som helst.

20 lydbogstimer pr. måned
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This podcast covers all things money and investing. From overall financial planning, to specifics such as retirement and retirement benefits, college savings, wealth management, banking, estate planning and everything in between. If it has to do with money, we talk about it!

Alle episoder

14 episoder

Mike Locke - Globe Life

Mike Locke joins the podcast from Globe Life! An a licensed insurance producer and an accredited adviser in insurance, Mike shares his thoughts on life insurance and how it fits with his clients.

19. apr. 2023 - 43 min

2023 Q1 Review and Politics is Back (even though it never leaves)!

The first quarter for 2023 has come to a close and we start to gear up for the Presidential election season....from a market standpoint, of course!

19. apr. 2023 - 9 min

Emily Cisek - The Postage

Emily Cisek is the co-founder and CEO of The Postage, a digital platform to support individuals and families with estate planning. Created through experience, this company is changing the way estate planning is created and stored!

5. apr. 2023 - 43 min

SECURE ACT 2.0

Setting Every Community Up for Retirement Enhancement....What is it? What are my thoughts? We digest the pros and cons!

31. mar. 2023 - 13 min

Amy Bottomley - Microsociety Academy Charter School (MACS)

Amy Bottomley from MACS joins the podcast to discuss the finance behind school choice, as well as finance literacy in public schools and how MACS is approaching it differently!

15. mar. 2023 - 41 min

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