All Episodes

Episode 11 | MICHAEL MACK | How Small, Focused Strategies Are Beating the Market

Episode 10 | BOB STEIN | AI, Inflation & the Economy: Insights from First Trust’s Bob Stein

Episode 9 | Getting Ready for the New Year: Financial Planning, Scheduling & Office Operations

Episode 8 | Tax Loss Harvesting Explained

Episode 7 | PART II | What Advisors Are Seeing as Q4 Unfolds

Episode 7 | What Advisors Focus on Going Into Q4

Episode 6 | Breaking Down the Big Questions: Broker Dealers, AI & More

Episode 5 | Ever Wonder How Financial Managers Get Paid?

Episode 4 | Real Questions, Real Advice: What to Ask Your Financial Advisor 💼

Episode 3 | What Your Financial Advisor Isn't Telling You

Episode 2 | The Power of Personalized Service

Episode 1 | The J&J Show | Wealth Made Simple