Podcasts about financial strategies group

Scott and the crew review a vertical of Knob Creek Bourbon. The 12, 15, 18 and Single Barrel bourbon. We discuss and review each and pick a winner and discuss the value for each. 

In this episode of Bank Statements we talk to Dale Sheller, Senior Vice President of the Financial Strategies Group for The Baker Group and one of the key presenters for FHLBank Topeka's 2022 Regional Meetings. Dale provides a sneak preview of his regional meeting presentation and discusses deposit, loan growth and marginal cost of fund trends for regional community financial institutions.

In today's episode of "College Admissions Real Talk", Dr. Legatt interviews Sam Mikhail, President/CEO of Financial Strategies Group, and they discuss financial aid and how to save for college.   Host: Dr. Aviva Legatt ivyinsight.com @avivalegatt Editor: Stephanie L. Carlin stephanielcarlin.com @realstephcarlin VO: Caroline Stokes @ocarolinestokes Producer: Incontrera Consulting incontrera.com Music provided by Epidemic Sounds "Thunderbird"

In today's episode of "College Admissions Real Talk", Dr. Legatt interviews Sam Mikhail, President/CEO of Financial Strategies Group, and they discuss financial aid and how to save for college.   Host: Dr. Aviva Legatt ivyinsight.com @avivalegatt Editor: Stephanie L. Carlin stephanielcarlin.com @realstephcarlin VO: Caroline Stokes @ocarolinestokes Producer: Incontrera Consulting incontrera.com Music provided by Epidemic Sounds "Thunderbird"

In today's episode of "College Admissions Real Talk", Dr. Legatt interviews Sam Mikhail, President/CEO of Financial Strategies Group, and they discuss financial aid and how to save for college.   Host: Dr. Aviva Legatt ivyinsight.com @avivalegatt Editor: Stephanie L. Carlin stephanielcarlin.com @realstephcarlin VO: Caroline Stokes @ocarolinestokes Producer: Incontrera Consulting incontrera.com Music provided by Epidemic Sounds "Thunderbird"

In today's episode of "College Admissions Real Talk", Dr. Legatt interviews Sam Mikhail, President/CEO of Financial Strategies Group, and they discuss financial aid and how to save for college.   Host: Dr. Aviva Legatt ivyinsight.com @avivalegatt Editor: Stephanie L. Carlin stephanielcarlin.com @realstephcarlin VO: Caroline Stokes @ocarolinestokes Producer: Incontrera Consulting incontrera.com Music provided by Epidemic Sounds "Thunderbird"

We were honored to have our friend Jim Farmer, Managing Partner of Financial Strategies Group, LLP join us this week as our special guest. We discuss Jim's two part article that he had published in Forbes explaining strategies you can use to possibly lower your tax bracket in retirement.

For our third episode, we'll take on the serious topic of working as an RIA with clients who are dealing with medical issues. CIO of Financial Strategies Group in Okemos, Michigan, Brice Carter understands what it takes to work with clients who are dealing with their own health concerns, as well as those who are coping with a family medical concern.

On this show, we talked about the important role community plays in financial success, why you need to live your life and be aware and embrace the realities of the world you’re living in with Diana Bacon, CFP and Partner with Financial Strategies Group.  Listen to learn how and why you need to stay aware of legislation in your home state! For the Difference Making Tip, scan ahead to 21:05! You can learn more about Diana at FSGAdvisers.com, Facebook and LinkedIn. Interested in starting your own podcast?  Click HERE Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.  Check out Money Alignment Academy as well!

Diana Bacon is one of the co-founders of Financial Strategies Group, a boutique financial planning firm located in Dallas, Texas.  Shortly after having her first baby, she determined that “big firm life” just wasn’t the right fit.  She wanted to have more control over what she could offer her clients.  So with a new baby...

Host Bob Leins welcomes Joe Sullender, CFP®, Managing Director/Investments for the Financial Strategies Group of Wells Fargo Advisors to talk about making the most out of meeting with your financial advisor.

This week on For Your Benefit, Joe Sullender, CFP, Managing Director/Investments for the Financial Strategies Group of Wells Fargo Advisors, joins our host Bob Leins to discuss financial planning.May 9, 2016