Morgan Wilson: Athlete to Advisor

Season One Finale: Wrapping Up

On this episode of our podcast, we skipped the guest and instead choose to interview each other. Listen as we discuss the highs and the lows of starting your own financial podcast, your favorite highlights from this season's guests and more insight into being a financial advisor in this modern world. And don't worry, we are gearing up for season 2 as we speak! Stay tuned...

Jeff Parren: So You're Turning 65 and Thinking About Medicare

On this episode of our podcast, we sat down and talked to Independent Insurance Broker, Jeff Parren of Agents Brokerage Parren Associates. Jeff has worked in the insurance industry since 2000. His focus has been life and health insurance for individuals, families and small group employers but he also works with disability income products, and long term care. Jeff is your go-to guy when it comes to all questions Medicare. This is a great episode for people nearing 65 who have questions about the different options available to them and how to go about finding useful resources.  . . . Disclosure: Jeff Parren and Agents Brokerage Parren Associates are not affiliated with or endorsed by LPL Financial, Legacy Wealth Planning, River Valley Wealth Management or Redwood Financial Group.

Brittany Roberts: So, You're Buying A House

On this episode of our podcast, we got to talk to Real Estate Agent, Brittany Roberts of Select Realty. Before her career in real estate, Brittany spent over 15 years of experience in drafting residential construction plans, space planning, remodels, home staging, kitchen and bathroom design, website design, advertising, and marketing. She is now able to use all those skills in a profession she is truly passionate about. This is a great episode for first time home buyers or people looking to start accumulating several investment properties. Brittany provides great insights and advice to all.  . . . Disclosure: Brittany Roberts and Select Realty are not affiliated with or endorsed by LPL Financial, Legacy Wealth Planning, River Valley Wealth Management or Redwood Financial Group.

Meghan Kizer: Everything You Need to Know About Taxes!

Listen to our new episode, where sit down with Meghan Kizer, Enrolled Agent and owner of Amethyst Financial Services. Meghan has a strong background in accounting and finance through small business and corporate positions. As a federally authorized tax preparer, she is focused on continuing education and keeping up to date on tax law changes to provide the most accurate tax advice possible, as well as creating accounting systems/processes to make it easier for small business owners to focus on running their business. Our conversation with Meghan is a great resource individuals and business owners alike, who want to expand their knowledge on tax filing and get some great tips for next years filing process.  . . . Disclosure: Meghan Kizer and Amethyst Financial Services are not affiliated with or endorsed by LPL Financial, Legacy Wealth Planning, River Valley Wealth Management or Redwood Financial Group.

Morgan Wilson: Athlete to Advisor

Listen to our new episode, where sit down with Morgan Wilson, an LPL register Financial Advisor with Cornerstone Financial Strategies, LLC. We discuss how he transitioned from a professional baseball player to a financial advisor, and how he uses that competitive background to his advantage.  . . . Disclosure: Morgan Wilson is an LPL associated advisor. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.