The Secure Act – Changes to RMDs, The Stretch IRA & More

The Secure Act – Changes to RMDs, The Stretch IRA & More http://traffic.libsyn.com/colinmeeks/secure_act_podcast.mp3 Here we talk about the new bill that was passed making a few notable changes to investors of all ages, and especially those getting ready to hit...

Year-End Financial Checklist

Year-End Financial Checklist http://traffic.libsyn.com/colinmeeks/year_end_financial_checklist_podcast.mp3 We go over an article we found that discusses a few things you should do before the year comes to an end. We talk about some of the important things to get done...

Beware of Bad Information on Social Media

Beware of Bad Information on Social Media http://traffic.libsyn.com/colinmeeks/beware_of_bad_information_podcast.mp3 Here we discuss bad financial information on social media. There is bad information everywhere, but we notice it the most on social media over the past...

Happy Thanksgiving!

Happy Thanksgiving! http://traffic.libsyn.com/colinmeeks/happy_thanksgiving_advice_nov_2019.mp3 Happy Thanksgiving! We (Colin and Ryan) share their key advice that they would give to anyone they meet. There is not much cookie cutter advice out there, as everyone has...

We Are Back! Case Study November 2019

We Are Back! Case Study November 2019 http://traffic.libsyn.com/colinmeeks/We_are_back_Case_Study.mp3 We are back after a hiatus of a few months. Sorry for the lagging of content. We were helping a lot of clients and working hard but we are back and making the time to...

Financial Planning vs Investment Planning

Financial Planning vs Investment Planning http://traffic.libsyn.com/colinmeeks/fp_vs_ip.mp3 This podcast discussion is about the difference between financial planning and investment planning. Financial planning is looking at the big picture : a collaboration of estate...