Aug 30, 2019
Guest: Bob Keebler, CPA/PFS & Bob Gordon
Category: Technical
In this episode, Bob Keebler, CPA/PFS interviews Bob Gordon of Twenty-First Securities Corporation about the planning strategies in an ultra-low interest rate environment. He answers the questions:
Aug 23, 2019
Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group
Category: Technical
In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face when navigating divorce and your role as their CPA adviser in helping them with their...
Aug 20, 2019
Guest: Bob Keebler, CPA/PFS & Dr. Robert LeClair
Category: Technical
In this episode, Bob Keebler, CPA/PFS interviews Dr. Robert LeClair about the recent market volatility and the lower interest rate environment, including:
Aug 16, 2019
Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group
Category: Technical
In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face and your role as their CPA adviser in helping them with their financial life plan and make...
Aug 9, 2019
Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group
Category: Technical
In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face and your role as their CPA adviser in helping them with their financial life plan and make...