Episode 21: Red and Green Flags in a Relationship & What's Up with the Stock Market? Part 2
First dates can be awkward, hilarious, or downright cringeworthy as we read and react to real stories. Brett also breaks down key factors in retirement planning, including how to determine how much money you’ll need and common mistakes to avoid.
Episode 20: Dealing with a Breakup and What's Up with the Stock Market?
First dates can be awkward, hilarious, or downright cringeworthy as we read and react to real stories. Brett also breaks down key factors in retirement planning, including how to determine how much money you’ll need and common mistakes to avoid.
Episode 19: Five Love Languages, W2 Employees & 401Ks
First dates can be awkward, hilarious, or downright cringeworthy as we read and react to real stories. Brett also breaks down key factors in retirement planning, including how to determine how much money you’ll need and common mistakes to avoid.
Episode 18: Awkward First Date Experiences & How Much Money Do You Need to Be Able to Retire
First dates can be awkward, hilarious, or downright cringeworthy as we read and react to real stories. Brett also breaks down key factors in retirement planning, including how to determine how much money you’ll need and common mistakes to avoid.
Episode 17: How Society and Social Media Can Portray Relationships & Tax Preparation vs Tax Planning
Social media fuels relationship myths, but real love goes beyond the Instagram reel. Brett also explains how proactive tax planning can help you stay prepared for future tax changes.
Episode 15: Mooning to Marketing Mastery
Special guest Rachel Pustovit, COO of Shunkwiler Financial, joins Brett to discuss the power of building genuine client relationships. They cover: 💰
✔️ Why treating clients like family leads to long-term success
✔️ How to create trust and loyalty in your business
✔️ Practical ways to “love on” your clients and stand out in a crowded market