38.
Women and Wealth: Finances in Different Stages of Life Part 2 – With Amanda, Danielle, Denise, and Hannah
00:30:03
37.
Women and Wealth: Finances in Different Stages of Life – With Amanda, Danielle, Denise, and Hannah
00:25:51
36.
How To Minimize the Drastic Impact of Proposed Tax Changes – With Richard Schloss
00:30:27
35.
Expected Changes in Estate Planning & Income Taxes – With Richard Schloss
00:30:31
34.
Second Quarter 2021 Update - Economic & Market Outlook
00:21:53
33.
Florida Domicile from a Financial Planning Standpoint – Part 2
00:22:37
32.
Florida Domicile From a Financial Planning Standpoint
00:25:02
31.
The Synergy Between Financial Planners and Tax Advisors – With Dennis Wolgin
00:25:09
30.
How Can You Prepare for 2020 Taxes?
00:21:24
29.
The Synergy Between Advisors and Lawyers – With Matthew Caplan
00:35:58
28.
What 2021 Entails for the Financial Markets
00:20:06
27.
Who is the Captain of Your Ship?
00:26:15
26.
Creating a Proactive Financial Plan for 2021
00:26:43
14.
The 2020 Election vs. the Market
00:18:43
12.
The Ready, Aim, Fire Mindset of Insurance Planning
00:28:24
11.
Episode 11 - Staying Connected as a Team
00:19:13
10.
Episode 10 - Taking the Next Steps in Business — with Guest Daniel Alfredson
00:14:02
9.
Episode 9 – The Trusted Team
00:23:33
8.
Episode 8 – Investing 101: Back to Basics
00:30:48
7.
Episode 7 – Answering Your Frequently Asked Questions
00:36:38
6.
Episode 6 - A Deep Dive into Special Needs Trusts – With Bill Brown
00:19:57
5.
Episode 5 - Considerations for Estate Planning — with Mark and Alex Burns
00:17:00
10.
Special Market Update 10 - Analyzing the Economy Amidst COVID-19 – With Guests Mark Burns and Eric Nahat
00:18:40
4.
Episode 4 - Real Stories of How Estate Planning Helps Families – With Norton Stern
00:21:04
9.
Special Market Update 9 - Constructing a Well-Versed Financial Plan
00:17:10
8.
Special Market Update 8 - Introduction to Estate Planning
00:13:58
7.
Special Market Update 7 - Advanced Financial Planning
00:13:27
6.
Special Market Update 6 - Is There a Gap Between the Market and the Economy?
00:10:35
3.
Episode 3 - COVID-19 And The Markets: A New Perspective – With Norton E. Stern
00:20:32
5.
Special Market Update 5 - COVID-19
00:11:09
4.
Special Market Update 4 - COVID-19
00:09:52
2.
Episode 2 - COVID-19 and the Importance of Emergency Funds – With Dr. Jeff Allen
00:23:46
3.
Special Market Update 3 - COVID-19
00:16:05
1.
Episode 1 – Meet Your Host, David Vallieres
00:19:59
2.
Special Market Update 2 - COVID-19
00:10:33
1.
Special Market Update 1 - Why Investors Are More Prepared for a Market Crash Than You Might Expect
00:14:37
