Investing With Purpose

Released 10/25/2020

The ultimate goal of investing is to make a return on your money. The reason the return is important is unique for each of us. Maybe you want to retire, pay for your child's college or leave a legacy.

Tax Advantaged Investments

Released 10/6/2020

Benjamin Franklin is credited to stating "nothing in this world can be said to be certain, except death and taxes." However, you only die once. You face taxes every day. Payroll tax, income tax, sales tax, use tax, self-employment tax, property tax, excise tax, alternative minimum tax, capital gains tax, etc.

Social Security Webinar via Zoom Call with Roberta Eckert

Released 04-21-2020

Roberta Eckert, VP at Nationwide Retirement Institute provides a slideshow webinar over Social Security benefits for various life situations.

Market Update via Zoom Call with Michael Hayman

Released 04-08-2020

Michael Hayman, VP Asset Management Services at Raymond James & Associates gives a Market Update & a brief word on the upcoming presidential election.

Telephone Interview with Jim Ed Summers & NWABJ, Paul Gatling, regarding the Coronavirus

Released 03-04-2020

Jim Ed and Paul discuss the Coronavirus and the impact of this on the 2020 Financial Outlook

Your Business Is Not Your Empire

Released 01-07-2020

Most owners dream of building a business they can sell. Fulfilling all the dreams of family time and hobbies sacrificed to build the business empire. Only to find out, after taxes & fees, the sale proceeds do not generate an income comparable to the cash flow from the business. This is the reality business owners staring at retirement eventually wake up to.

2020 – Is it time to get out of the market?

Released 03-05-2020

I don’t feel good about what is unfolding with the Coronavirus. Yes, I think it is a bit over blown in the media, but from a business perspective, it has been disruptive.

Wealth Building Basics for Young Professionals

Released 10-23-2019

One of the things I enjoy sharing with young professionals are steps to consider to help them start their financial journey to reach a successful end result. Each person has a definition of success, so any plan must match the end goal for the unique circumstances we each possess.

Then & Now: Passion, love for the job sustain Kestner’s career

Released 08-03-2019

Troy Kestner is passionate about helping people. As a financial planner, he is clearly in the right profession.