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Healthier Money
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It's something I have been affectionately calling Option 4. The decision to retain revenue as cash flow within your business and keeping it from the economic termites that would see it eaten up.Option 4 is referring cash flow planning with wha
If anything, 2020 has been the most uncertain year I've experienced in my 58 years of life. It's only proven that having assets, things that put money in your pocket, outside your business is vital to personal and financial wellbeing. As busin
It's not about sports, but what sports does for us as people. It doesn't matter if you're a football fan, the purpose of this is to highlight how events unify us. This weekend if you were a Notre Dame fan or Clemson fan, it didn't matter. 15,0
Like many people during this weird time, 2020, people are using their newly found freedom to do something different. If you. have ever thought about utilizing your time and starting a business one question you may ask yourself is, where do I st
This is a heart wrencher. Last week Pat was in San Diego and a gentleman he met told him the story of how his mother died. As a family the didn't have the resources for in-home health care and she was placed three an a half hours away in a stat
James T Harris, patriot, thought leader, and host of The Conservative Circus joins us on the podcast today. We get into his perspective on savings, what he was taught, and how we might be able to look at things differently, among other things
Today on the podcast, Dr. Christine Wilkinson. For her full bio see below, however, she is undeniably a force. Our conversation took us from her upbringing to her current position at ASU as Senior Vice President and Sectary of the University. T
Death and taxes, right? We all know that saying but how many of us really do anything about it? Well, have no fear! Today on the podcast we sit down with Mark Sterling of Sterling Accounting and Tax. He has been a tax professional for over
It's not every day you get the opportunity to sit across and talk to someone of true character. Christine is one of those people. She is a hard-working no BS woman who is looking out for her people in the city of Chandler. We could not have
This is special, we had the chance to sit down with Angela Olea. She is an RN and the founder of Assisted Living Locators. Her company helps families find quality living facilities for the loved ones who need assisted living care.She started i
On the podcast today we had the chance to sit down with a friend and client Doug Lasater of DSD Design. Doug understands several important things when it comes to business, especially multiple income streams. He doesn't put all his eggs in one
Today on the podcast we had the amazing opportunity to spend time talking with Governor Ducey about his successes, the importance of financial literacy, and the State of Arizona economy. If he can take a billion-dollar deficit and turn it aro
Today on the podcast we sit down with a friend and client Jessica Bischof, what we learned was amazing. Jessica is an example of someone who clearly defines her goals and realizes them through hard work and dedication. As we recorded this episo
In this week's episode of the podcast Senior BrightAdvisor, Pat Moran sits down with Junior BrightAdvisor Brock Brenneman and talk shop.Volatile times in the stock market, AT&T's place in a stock portfolio and how dividend reinvestment has pai
On this episode, we had the pleasure of sitting with Tiffany Bisconer of Acena Consulting. She is a CPA and speciality tax consultant on research and development credits and activities.She works with CPA's and business owners to identify qual
We think if you're a single parent or a parent, in general, looking to find ways to save for college for your kids while preparing for retirement as well, this is a must.Please take a few minutes out of your day and learn a few strategies that
There are so many myths and misconceptions that surround life insurance. The necessity to explain the benefits and uses to our youth and educate individuals to make informed and intelligent decisions on how they protect and prepare for their fu
In this episode we dive deep into a really exciting product that Kim Coulter of Northstar Funding Partners created.What Kim and his company identified was there was a gap in the marketplace for middle American. Products that assist the ultra w
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