Updates

EP.71 COURT TENNIS with HAVEN PELL

December 14, 2020

Ep.70 ESG INVESTING with JOHN ROSENBERG

November 23, 2020

EP.69 EMERGING MARKETS, DISORDER and INVESTING with PHILIP READE

November 17, 2020

Ep.68 ESTATE and CHARITABLE PLANNING for 2021 with New York Attorney, JORY BARD ZIMMERMAN

November 9, 2020

Ep.67 – WOMEN and VIDEO GAME CULTURE with REBECCA DIXON

October 25, 2020

EP.66 BITCOIN, ESTATE PLANNING and TRUSTEE RESPONSIBILITY with MATTHEW McCLINTOCK

October 2, 2020

Ep.65 The PAST, PRESENT and FUTURE of a FAMILY BUSINESS with JIM O’SHAUGHNESSY

September 25, 2020

EP.64 BRINGING INSTITUTIONAL THINKING TO INDIVIDUAL INVESTING with GEORGE HUBBARD

September 20, 2020

A Review of “The Psychology of Money” by Morgan Housel

September 14, 2020

Guest BLOG: Background on the TOUR DE FRANCE from Dave Nicholson

September 8, 2020

EP.63 BUILDING A NEW TRUST COMPANY: A Discussion with BETSY BROWN

September 4, 2020

A Review of “The Deficit Myth” by Stephanie Kelton.

August 21, 2020

Ep.62, The CURRENT ESTATE PLANNING ENVIRONMENT with BILL SWEET

July 27, 2020

Ep.61 HEALTH DIRECTIVES with TIFFANY MCKENZIE

July 20, 2020

Ep.60 FIDUCIARY LIABILITY with JUDY PEARSON

July 14, 2020

BLOG: The “Go-Bag” – Initiating the ESTATE PLANNING Discussion with Older Generations.

July 11, 2020

Ep.59 – COMIC BOOK PUBLISHING with GEVIAN DARGAN

June 30, 2020

BLOG: The JAMES BOND Rankings . . . .

June 30, 2020

VIDEO BLOG: The Time is Now for Estate Planning

June 29, 2020

Ep.58 – ASSET PROTECTION 101 with IKE DEVJI

June 23, 2020