PODCAST · business
coreVISION Financial Group's Podcast
by coreVISION Financial Group
Welcome to CVFG's Podcast, the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your retirement nest egg, or navigating the complexities of taxes, we've got you covered. Tune in for expert advice on investing, saving, and securing your financial future, with practical tips and actionable insights to help you make the most of your money. From budgeting basics to advanced strategies, CVFG's Podcast is your go-to resource for mastering your finances—no matter where you are in your journey! Located in Shelbyville, Indianahttps://corevisionfg.com/schedule-an-appointmentSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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15
Beau Browning Joins Brett Rice to Discuss Rollover Options
Beau Browning Joins Brett Rice to Discuss Rollover OptionsSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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14
Gary Nolley and Ashley Livezey (Compass Insurance Group) join coreVISION to Discuss Medicare
Gary Nolley and Ashley Livezy from Compass Insurance Group join Brett Rice to discuss Medicare and how it works. #coreVISIONCrew #weretirepeople To learn more about Compass, head over to their Facebook page here: https://www.facebook.com/CompassInsShelbyvilleSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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13
2026 Contribution Limits with Joe Heller
Joe Heller joins Brett Rice on the podcast to discuss changes to 2026 contribution limits. #corevisioncrew #WeRetirePeopleSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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12
How to Get Children Started in Budgeting with Brett Rice and Caden Claxton
Caden joins Brett on the podcast to discuss how to get started in budgeting at a young age. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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11
Brett Rice Discusses Financial Literacy with Andrea Lee
Brett Rice and Andrea Lee discuss financial literacy and topics that should be important to learning more about your finances. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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10
Andrea Lee Discusses the Psychology of Women's Investing with Brett Rice
Andrea Lee joins Brett Rice on the podcast to discuss women investing psychology. #coreVISIONcrewSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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9
Grant Reeves joins Brett Rice on the Podcast to Discuss Avoiding Senior Scams
Grant Reeves, Attorney and Financial Advisor, joins the podcast to discuss financial scams and how to help senior citizens avoid them. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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8
Beau Browning Talks about Investing Pitfalls with Brett Rice
Beau Browning joins Brett Rice to discuss investing pitfalls and the emotional decision making that comes along with it.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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7
Jason Pike and Brett Rice Talk Federal Reserve Interest Rate Cuts
Jason Pike joins Brett Rice on the podcast to discuss how the recent Federal Reserve interest rate cuts impact your personal finances.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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6
Andrea Lee Joins Brett Rice to Discuss 529 to Roth Conversions
Andrea joins the podcast to discuss a new option with your 529 accounts, rolling them into a Roth IRA. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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5
Beau Browning Joins Brett Rice to Discuss the State of the Firm 2024
Beau Browning discusses the current state of the coreVISION Firm for 2024.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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4
Grant Reeves Discusses Beneficiary Designations with Brett Rice
Grant Reeves joins Brett Rice as they discuss the importance of beneficiary designations. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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3
Jason Pike joins Brett Rice to Discuss Withdrawal Rates in Retirement
Jason Pike shares details on the importance of withdrawal rates in retirement and other factors that you need to be aware of.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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2
Brent Thoman joins Brett Rice to Discuss Common Financial Scams
Brent and Brett discuss many common scams that people see today.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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1
Brett Rice Discusses Budgeting Basics
Brett Rice discusses how to get started with budgeting.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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ABOUT THIS SHOW
Welcome to CVFG's Podcast, the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your retirement nest egg, or navigating the complexities of taxes, we've got you covered. Tune in for expert advice on investing, saving, and securing your financial future, with practical tips and actionable insights to help you make the most of your money. From budgeting basics to advanced strategies, CVFG's Podcast is your go-to resource for mastering your finances—no matter where you are in your journey! Located in Shelbyville, Indianahttps://corevisionfg.com/schedule-an-appointmentSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
HOSTED BY
coreVISION Financial Group
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