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The Greatest Generation

Tuesday February 23, 2021 The Greatest Generation A couple of weeks ago, I had the privilege of meeting with 91 year old man who needed some financial guidance. One of his family members brought him to the office to discuss his situation. He really just wanted to talk about his options for a few [...]

By |2021-02-23T20:09:30+00:00February 23rd, 2021|blog|Comments Off on The Greatest Generation

Ep 36: Prospering In Retirement With Susan & Larry Johnson

We sit down with Susan and Larry Johnson on today's show. They have been married for almost 40 years and are making the most out of their retirement. The couple has traveled extensively, so Lee asks them some questions about their traveling experiences as well as how they've felt about retirement so far.

By |2022-08-09T20:40:42+00:00February 18th, 2021|Podcast|Comments Off on Ep 36: Prospering In Retirement With Susan & Larry Johnson

Excellence Personified

Tuesday February 9th, 2021 Excellence Personified   Early on, I wasn't really a fan. It was probably because I was more of a Peyton Manning fan. I didn't particularly like the Patriots either. However, over time, I learned to appreciate Tom Brady more. Brady had 6 Super Bowl wins going into Sunday's game. He [...]

By |2021-02-09T15:25:33+00:00February 9th, 2021|blog|Comments Off on Excellence Personified
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