PodParley PodParley
Advisors' Round Table cover art

All Episodes

Advisors' Round Table — 73 episodes

#
Title
1

Be Greedy When Others Are Fearful - Advisors' RoundTable 4-15-26

2

People Who Think Rules Don't Apply To Them - Advisors' RoundTable 4-14-26

3

11 Lessons for Small Businesses to Learn - Advisors' RoundTable 4-8-26

4

Plan for Choices In Retirement - Advisors' RoundTable 4-7-26

5

What Sports Can Teach Us About Our Finances - Advisors' RoundTable 4-1-26

6

Wars, Geopolitical Shock, and the Stock Market - Advisors' RoundTable 03-31-26

7

Will Surging Oil Prices Cause Recession - Advisors' RoundTable 03-25-26

8

Longevity - Advisors' RoundTable 03-18-26

9

Gen Z is Playing Catch Up, Are You? - Advisors RoundTable 3-17-26

10

How To Choose The Right Person To Help - Advisors' RoundTable 3-11-26

11

Should I Take Money Out of My 401K for an Emergency - Advisors' RoundTable 3-10-26

12

Legal Terms Explained - Advisors' RoundTable 3-4-26

13

Trump Accounts for Education - Advisors' RoundTable 3-3-26

14

The Sandwich Generation - Advisors' RoundTable 2-25-26

15

Where and Why are Americans Moving - Advisors' RoundTable 2-24-26

16

How Do I Reduce My Tax Burden - Advisors' RoundTable 2-18-26

17

Borrowing From Retirement to Buy a House - Advisors' RoundTable 2-17-26

18

Determine Your Investment Risk Tolerance - Advisors' RoundTable 2-11-26

19

Corinth's Response to Ice Storm - Advisors' Round Table 02-04-26

20

Do I Qualify for an I.R.A. - Advisors' Round Table 02-03-26

21

Reviewing My Annuities - Advisor's Round Table 1-14-26

22

The Future of Social Security - Advisor's Round Table 1-13-26

23

Small Businesses Run the Economy - Advisors' Round Table 01-07-26

24

A.I. Good and Bad - Advisors' Round Table 01-06-26

25

Life's Milestones - Advisors' Round Table 12-31-25

26

Expectations for 2026 - Advisors' Round Table 12-30-25

27

What If You Lose Your Wallet - Advisors' Round Table 12-17-25

28

Review your 401k - Advisors' RoundTable 12-10-25

29

Soil Conservation with Seth Bragg and John Windsor - Advisors' Round Table 12-3-25

30

Lighthouse Classic 2025 - Advisors' Round Table 11-26-25

31

Multiple Ways to Save Money - Advisors' Round Table 11-11-25

32

Day in the Life of MS Lawyer - Advisors' Round Table 11-5-25

33

End Of The Year Planning - Advisors' Round Table 11-4-25

34

How Do You Make Decisions - Advisors' Round Table 10-29-25

35

State of MS Government Update - Advisors' Round Table 10-22-25

36

Where Should My Next Dollar Go - Advisors' Round Table 10-15-25

37

Sudden Wealth Event - Advisors Round Table 10-14-25

38

Retirement Plans Part 2 - Advisors' Round Table 10-8-25

39

Retirement Plans Part 1 - Advisors' Round Table 10-7-25

40

Benefits of Owning Real Estate - Advisors' Round Table 9-17-25

41

Review Your Financial Position Annually - Advisors' Round Table 9-16-25

42

Plan Now For New Year - Advisors' Round Table 9-10-25

43

Our National Debt - Advisors' Round Table 9-925

44

Benchmarks - Advisors' Round Table 9-3-25

45

Let's Talk About Recession - Advisors' Round Table 9-2-25

46

Prepare Now While You Can - Advisors' Round Table 8-27-25

47

Is it Time to be Cautious? - Advisors Round Table 8-26-25

48

Paying for College - Advisors' RoundTable 8-20-25

49

Prepare for Aging - Advisors' RoundTable 8-19-25

50

Value of Dividend Stocks - Advisors' RoundTable 8-13-25

51

Mid-Year Outlook - Advisors' RoundTable 8-12-25

52

What Happens To Your Estate When You Die - Advisors' RoundTable 8-6-25

53

Secure Act 2.0 and You - Advisors' RoundTable 8-6-25

54

Comprehensive Approach to Financial Advice - Advisors' Round Table 7-30-25

55

What Do Financial Advisors Do - Advisors Round Table 7-29-25

56

Trading Vehicles; Buy or Lease - Advisors' Round Table 7-16-25

57

Revue Your Finances - Advisors' Round Table 7-15-25

58

New MS State Laws - w/ John Windsor - Advisors Round Table 7-9-25

59

Everyone Has Anxiety - w/ Kasandra Decker - Advisors Round Table 7-8-25

60

Confusion About Employee Benefits - Advisors Round Table 7-2-25

61

Life's Milestones - Advisors Round Table 7-1-25

62

Financial Issues When Changing Jobs - Advisors Round Table 6-25-25

63

Managing Retirement Accounts - Advisors' RoundTable 6-18-25

64

Volunteer - Advisors' RoundTable 6-17-25

65

The Sandwich Generation - Advisors' Round Table 6-11-25

66

IRA's Are For Almost Everyone - Advisors' Round Table 6-10-25

67

Common Financial Mistakes to Learn From - Advisors' RoundTable 6-4-25

68

Saving for Higher Education - Advisors' RoundTable 6-3-25

69

Americans Need to Save - Advisors' RoundTable 5-28-25

70

How Dividends Work - Advisors' Roundtable 5-21-25

71

Know Your Net Worth - Advisors' Roundtable 5-20-25

72

Asset Diversification Part 2 - Advisors' Roundtable 5-14-25

73

Asset Diversification Part 1 - Advisors' Roundtable 5-13-25