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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

  1. All Episodes
  2. 2019
  3. 04

Location, Location, Location! Tips on Home Buying and Selling

Apr 23, 2019

Many of us have heard the adage about location being everything when it comes to real estate, but what else should you be thinking about? We invite real estate agent Mike O’Dell on to the show to discuss key decision points from both the buying and selling side. From strategic approaches on coming in with an offer on...

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Home Is Where the Heart Is…Especially in Taxes

Apr 2, 2019

When it comes to filing your taxes, the rate at which your income is taxed can vary based on the state in which you live, or where your domicile is. In this episode, we invite Adam Kotz of Mariner Wealth Advisors to discuss how the IRS determines your domicile and things to keep in mind when you move to a...

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