Feb 25, 2020
Financial expert Brian Wiley reviews trustee responsibilities and shares a few important case studies to get you thinking about who you want as your trust representative. Your situation and your representative’s situation will change! Allow your designations to change over time.
It’s tax season! Brian talks...
Feb 21, 2020
Financial expert Brian Wiley talks about the Secure Act and what it could mean for your Estate Plan. Expert guest and Chief Compliance Officer, Jeremiah Bates, joins Brian the discussion of what to do with your IRAs, Roths, and 401(k) plans if you have them included in your Trust.
Fund your trust and ask...
Feb 21, 2020
Financial expert Brian Wiley hosts a powerful and vulnerable case study hour. With guest Vicki Wiley, Brian shares their story of love, growth, character, and finances.
When 50% of marriages end in divorce and 70% of second marriages don’t work out, it can be difficult to plan for and navigate the financial journey of...
Feb 14, 2020
Has the coronavirus got you concerned? Don’t let it affect your investments! Financial expert Brian Wiley discusses the emotional turmoil that can affect the markets, and how one person’s worries can benefit your own investments. Use the markets as a tool - indifferently.
Feb 13, 2020
Financial expert Brian Wiley shares an important case study about aggressive Roth conversions and how they can change your retirement strategy. Are you using the right Social Security strategy for your goals in retirement?
It’s tax season! Brian shares a few important tax laws that could save you some money on your...