Sep 24, 2018
This is a podcast interview with Colin Meeks and Dr. Susan Daniels from the NIH. Dr. Daniels is Director of the Office of Autism Research Coordination at the National Institute of Mental Health (NIMH)/NIH and manages the Interagency Autism Coordinating Committee (IACC), a federal advisory body that collects public input...
Sep 22, 2018
This is a podcast case study about Aretha Franklin, Death Without A Will. There are numerous cases of wealthy super starts that have failed to execute proper estate planning. Not even a will? It is hard to believe for us in the world of financial planning but we see it far too often. Here we discuss the importance of...
Sep 20, 2018
Estate planning is a huge part of the financial planning process. "What if you die?" is a morbid but necessary question. Where do you want your assets to go? Beneficiaries make the financial transfer of assets as painless as possible and all it takes it filling out a name on a form yet we find this section often goes...
Sep 14, 2018
"100% of money raised will be donated to Autism Speaks. Now in it’s 12th year, Autism Speaks has grown into the world's leading autism science and advocacy organization, dedicated to funding research into the causes, prevention, treatments and a cure for autism; increasing awareness of autism spectrum disorders; and...
Sep 13, 2018
Colin and Ryan discuss what drives people to get advice. What drives you to make a move? There are many factors that drive people to begin planning, listen to find out what Colin and Ryan see the most often. Sometimes life presents a problem that has to be solved right away and other times you just "decide" to see an...