Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: A well-diversified portfolio is vital to any investor’s success. As an individual investor, you need to make sure your asset allocation best conforms to your personal...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: If you are blessed enough to still have a pension, you will come to know that you have options on how you can take the pension. Find out the pros and cons of the options...
Consider This Program with Jamie Burton and Daren Hardesty. In this segment we will cover: Are annuities good, bad, or ugly? It depends on your needs and the type of annuity. Find out all you need to know about annuities on Consider This Program. Schedule your...
The financial world is evolving incredibly fast. A wild and emotional 2021 introduced meme-investing, new crypto assets, social media influencers, and a rabbit hole of many more innovations riddled with excitement, uncertainty, and fear. Unfortunately, the fear of...
Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: Annuities are usually marketed as safe investments, with guaranteed income when you're ready. Most buyers never see the truth. It's buried in huge, complex, jargon-filled...
Consider This Program with Joe Clark, CFP, Adam Harter, CFA. In this segment we will cover: If you have assets, someone has attempted to sell you an annuity. The sales pitch is hard to argue with, now if only the pitch matched the reality. Buying an annuity can feel...
Host Joe Clark, CFP and Co-host Angi Kinser, Grant Soliven, Adam Harter In this week’s episode, we will cover: The ways to teach your children healthy money habits How to know if we are really in a recession or not Understanding how to harvest losses How annuities...