Podcast
Our Latest Episode
Choosing the right financial advisor can have a big impact on your future—but how do you know what to ask? In this episode of The Live Greater View, we walk through five key questions everyone should ask to make sure they’re getting advice that truly supports their goals.
Thinking About Volatility
You watch the news, and the market dropped. What goes through your mind? As financial advisors, we understand the challenges of weathering different market conditions, and we are your trusted partner to make it through.
Will AI Replace Advisors?
Artificial intelligence is becoming more common in financial planning, but what does that mean for the role of human advisors? We examine how AI is being used in the industry and what it can—and can’t—do for clients.
Will My Money Last?
One of the most common (and anxiety-inducing) questions in retirement planning is: How long will my money last? We dive into the factors that influence the longevity of your retirement savings—and what you can do to take control of your financial future.
Sandwich Generation
Caught between raising kids and caring for aging parents? You're not alone. In this episode of The Live Greater View, we unpack the unique emotional, financial, and logistical challenges of being part of the sandwich generation—and offer guidance for finding balance.
Will It Impact You?
The One Big Beautiful Bill Act (OBBB) outlines tax and spending policy for the current administration. With the complete bill sitting at over 900 pages, what takeaways do you need to know today? Will this legislation impact you?
Finding Your Why
Retirement is supposed to be the golden years—but what happens when it doesn’t feel that way? In this powerful episode of The Live Greater View, we dive deep into the emotional and psychological realities of retirement that often go undiscussed.