Episode 13 – Artificial Intelligence
Listen in to this quarter's podcast with Scott Phelan and Kevin Myers as they discuss Artificial Intelligence.
Episode 12 – Year-End Tax Planning
Listen in to this quarter's podcast with Scott Phelan as he discusses year-end tax planning and Estate Planning.
Episode 11 – Remembering 9/11
Listen in to this quarter's podcast with Scott Phelan as he interviews Greg Trevor, previous Sr. Information Officer for the Port Authority of NY & NJ.
Episode 10 – The Most Common Mistakes Investors Make
Listen in to this quarter's podcast with Scott Phelan and Kevin Myers as they discuss the most common mistakes investors make.
Episode 9 – What to Expect From the Markets and Economy in 2023 With Mark Luschini
Listen in to this quarter's podcast featuring special guest Mark Luschini, Janney's Chief Investment Strategist.
Episode 8 – Year-End Tax Planning With Tieg Reeder
Listen in to this quarter's podcast featuring special guest Tieg Reeder with Rector & Reeder, P.C.
Episode 7 – Medicare with Keith Nabb of Affordable Medicare Solutions
Listen in to this quarter's podcast featuring special guest Keith Nabb with Affordable Medicare Solutions.
Episode 6 – The Current Real Estate Market with Realtor and Bank Branch Manager, Lindsay Dendy
Listen in to this quarter's podcast featuring special guests Lindsay Dendy, Realtor with Dorsey Alston Realtors and Mark Pagomenakis, Branch Manager with Goldwater Bank.
Episode 5 – Charities and Non-Profits with CEO of The Community Foundation, Randy Redner
Listen in to this month's podcast featuring special guest Randy Redner, CEO of The Community Foundation of NE GA.
Episode 4 – Fraud Protection with former IRS Criminal Investigator, Bill Bruton
Listen in to this month's podcast featuring special guest Bill Bruton, a former IRS Criminal Investigator.
Episode 3 – Estate Planning with Probate and Estate Attorney, Eric Wilborn
Listen in to this month's podcast featuring special guest Eric Wilborn, Probate and Estate Attorney.
Episode 2 – Tax Planning with Certified Public Accountant, Cliff Bray
Listen in to this month's podcast featuring special guest Cliff Bray, Certified Public Accountant. We'll be covering some year-end tax planning tips that should be considered with your CPA.
Episode 1 – Financial Literacy with Certified Finance Planners, Scott Phelan & Kevin Myers
Join us for our first episode where Scott Phelan and Kevin Myers talk about what being financially literate means and how they help educate their clients, as well as other important financial planning and wealth management topics.
