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Recorded Shows

March Madness. Show #30

If you love sports, you can’t help but enjoy the Cinderella story of this year’s March Madness – the men’s basketball team from Oral Roberts University. Well, what if Oral Roberts University was a stock?  Watch now to learn more!

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Recorded Shows

Why Should I Hire You? Show #29

In this recorded video, we answer the question you may have asked, “Why should I hire you?”  This video will help you learn more about us and the services we provide.

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Recorded Shows

Gas Prices and Hybrid Cars: Is It Worth It? Show #28

Gas prices are on the rise. Gas prices are moving towards $3 per gallon, and maybe even on the way to $4 per gallon. Here we compare the cost of ownership of 3 vehicles, including a hybrid, to help you make smart choices. Watch now to learn more!

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Recorded Shows

1099 Forms and Tax Returns. Show #27

In this video, we answer your most asked questions about 1099 forms and tax returns, and we go over important tax dates for you to know!

Watch now to learn more!

Click here for the IRS Form 1099 Timing information discussed in the video.

Click here for a copy of Important Tax Season Mailing Dates.

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Recorded Shows

GameStop: What Is Short-Selling? Show #26

You can’t turn on the news these last few days without hearing about GameStop and some type of battle between Hedge Fund Managers and a group on a social media platform called Reddit. But what does all this mean? Watch now to learn more!

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Contact us for help with your investment planning strategy!

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Recorded Shows

Tribute to Hank Aaron. Show #25

Watch our tribute to legendary Hank Aaron, and listen to a  story you might not have heard – about Hank’s real fear while chasing Babe Ruth’s home-run record.

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Recorded Shows

From Chaos to Clarity. Show #24

If we could sum up year 2020 in one word, it might be chaos. From the pandemic to the election and everything in between. But as much chaos as we experienced in 2020, strangely enough, year 2021 may have much more clarity.

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Recorded Shows

CyberCrime Protection Tips. Show #23

Cybercrime protection is more important than ever.  In 2019, cybercrimes cost the U.S. over $3.5 billion.  Are you at risk?  Watch now to learn tips and resources to protect yourself from possible cybercrimes!

Download our FREE Cybercrime Self-Assessment Checklist.

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Recorded Shows

Important Numbers 2021. Show #22

Year 2021 is just around the corner!  In this recorded LIVE Show, we discuss important numbers for 2021 to plan for such as tax brackets, 401k/IRA contributions, and a hidden tax!  Watch now to learn more.

Download your FREE copy of the Important Numbers 2021 Guide here.

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Recorded Shows

Giving Thanks. Show #21

Year 2020 has thrown all sorts of challenges to us all – from a Pandemic to a historic stock market drop. But when all the pressure was on, you elected to follow our advice. So in this LIVE show I share my Thanks for YOU!