- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Financial Organization, Financial Planning
The Dose Episode 19 – Making the Most of Your Practice’s Retirement Plan
We’re back with another episode of The Dose. Today I have another returning guest, Josh Kegley with Retirement Plan Consultants.…
The Dose Episode 15 – Cash Balance Plans with Kevin Wittmeyer, Manager at Slattery & Holman, P.C.
Welcome to this Episode of The Dose podcast. My guest on today’s show is Kevin Wittmeyer, Manager at Slattery &…
The Dose Episode 7 – Retirement Plan Options for Practice Owners with Josh Kegley
Welcome to this Episode of The Dose podcast. My guest on today’s show is Josh Kegley with Retirement Plan Consultants. Josh…
What’s wrong with the planning profession
During a recent conversation with a new prospective client of our firm Integrated Planning & Wealth Management, the individual shared a…
The Dose Episode 4 – Estate Planning with Brad Cohen
On this episode, I have a great conversation with Brad Cohen. Brad is an estate and business planning attorney with…
The Value of Advice
I recently had the opportunity and privilege of sitting down with fellow CFP® and good friend Justin Castelli to “talk…
The Dose Episode 3 – Drs. Antonio Chirumbolo and Matt Geller of NewGradOptometry.com
On this first interview-format episode of The Dose, I have a great conversation with Drs. Antonio Chirumbolo and Matt Gellar…
The Dose Episode 2 – Undressing Financial Services
Welcome to the first full episode of The Dose! For the first episode, the timing of when this was recorded…
