Month: October 2022

Ep 21: The Money Gridiron – What Football Teaches Us About Retirement Planning

At this time of year, you can find football on TV almost every night of the week. Many of our clients are cheering on the Bucs each week along with the entire city as we hope for another championship season. You might not realize it but football can teach us quite a bit about financial…

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Ep 20: Going Against the Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation.

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