financial planning

S4 E6: Fixed Indexed Annuities and Creating Guaranteed Income in Difficult Markets with Wes Tanner

Today we turn our attention back on financial planning and a product that many investors are curious about during a down market: fixed indexed annuities. To help us understand this investment better, we’ve invited Wesley Tanner, Vice President of Annuity for both Financial Independence Group and Team Hoover.

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S3 E7: Faith-Based Planning Strategies with Crystal Clear Finances

Today we welcome the founder and CEO of Crystal Clear Finances to the show to share her passion for financial planning and education. Crystal and her business have a very unique way of constructing portfolios by using life insurance and faith-based investing, and that separates her from other professionals.

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S2 E11: Advanced Planning with a FIG Strategist

On today’s show Jeremy, a FIG strategist, joins us to discuss advanced planning, working with high net-worth clientele, the sale of large assets, and much more.

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