2020 market outlook: Rick and Mike have a conversation about the road ahead examining many different points of view from multiple sources. It’s an insightful discussion about what investors might reasonably expect as many different events conti

#8 Estate Planning

Oct 25th, 2019 35m 38s

This is a discussion of the basics of estate planning, including the reasons why it’s important and the reasons why so many people don’t undertake or complete the process. Our guest is Willow McJilton. Willow is a respected Trust and Estate Pla

#7 Millennials & Money

Sep 16th, 2019 26m 54s

Part two of Millennials & Money: as we continue our discussion with Evelyn and Omar both of them candidly share their hopes, ambitions and fears of an uncertain world and their place in it.

#6 Do It Yourself Options

Aug 13th, 2019 22m 22s

Mike and Eric discuss the world of do it yourself options including Robo advisers and target date funds and talk about the pros and cons of using one or the other.

#5 Couples & Money

Jul 1st, 2019 14m 16s

Let’s talk about how couples can get on the same page when it comes to their finances. Our guest is Jason Gipstein, a marriage and family therapist. Jason will share his insights how couples can improve the quality of their relationship by comi

#4 Millennials Part 1

Jun 5th, 2019 20m 31s

How does the millennial generation conceptualize and think about money? It’s surprising. Here our guests Omar and Evelyn (each of them come from very different economic backgrounds) share their points of view along with their hopes and dream

#2 Hiring an Advisor

May 17th, 2019 45m 19s

In this podcast, Michael Clarke discusses with athletic attorney Brandon Leopoldus how to hire a financial advisor. They discuss common traits, what to look for and what to pay attention to when talking with your financial advisor.

#1 2019 Outlook

May 17th, 2019 31m 1s

Eagle West Group advisors Rick, Mike and Eric review the 2019 market outlook.

#3 Measuring Investment Success

May 17th, 2019 23m 21s

In this podcast, Michael Clarke discusses with Brad Kasper, president/CEO of LSA Portfolio Analytics, how to measure investment success.“Measuring success is often misunderstood, it is something we spend a great deal of time trying to teach our

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