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The idea of the podcast came about when COVID-19 began. Due to social distancing guidelines, we could not have our normal quarterly advisory meetings or Spring client event. Thus, in an effort to stay connected with our clients, the podcast idea was born. Once the name was suggested, there was no turning back....the podcast production began.
New episodes release on Mondays, once a month. For those who maybe are not familiar with the correlation of red beans and Mondays here is a brief history lesson. Back in the day Mondays were laundry day. The women would tend to the laundry while the red beans would cook low and slow all day long. Since the red beans required little attention and the laundry required all of the attention, Mondays became known as red beans and rice day.
Each episode will cover a different topic of wealth management. Topics will range from retirement, to life insurance and everything in between. If you have a specific topic you would like us to cover, please let us know by sending an email to firstname.lastname@example.org. We will do our best to cover suggested topics in a timely manner.
Listen to the latest episode below or browse the podcast catalog to listen to previous episodes. Additionally, you can subscribe to the podcast on Apple Podcast, Spotify, or wherever you get your podcasts.
Co-Host and Producer
Episode 21 - Consumer Christmas
Episode 20 - Hello Tax Lass Harvesting
Episode 19 - Just a bunch of Hocus Pocus
Episode 18 - Dividends: What are They?
Episode 17 - Business Owner: Phase 3
Episode 16 - Business Owner: Phase 2
Episode 15 - Business Owner: Phase 1
Episode 13 - Roth Conversion
Episode 12 - Finance and Fitness
Episode 11 - Ghosts of Christmas
Episode 10 - Donor Advised Funds
Episode 9 - Hurricane Ida