Jan 29, 2021

Steve discusses Barron’s magazines list of the  “Top 3 mistakes people make saving for retirement.”  They are: Paying too much in fees, hoarding too much cash and chasing hot new trends. 

Hear Steve explain that you can capitalize no gains, while not chasing and avoid risk

Jan 18, 2021

Happy 2021! Hear Steve discuss financial resolutions that need to be on your to-do list. Then, how can Steve help you be financially prepared for whatever life throws our way? And, just like 2020 - our taxes will be "unique" this year - how can Steve help? Listen now !