Navigate: Your Wealth, Your Future, & Your Life: Recent Episodes
Wealth Strategy Group
Whether you engage us for wealth management, retirement planning, or financial counseling the goal remains the same. We will eliminate the complexities of managing the wealth you have worked so hard to achieve and provide you a simple, easy to follow plan so you can focus on enjoying life.
Click on the link below to view the slides referred to in this episode.
https://f.hubspotusercontent10.net/hubfs/6519916/Outlook2021_BaseDeck_SB%20(002)%20%5BRead-Only%5D.pdf
With 2020 coming to a close, join us as we discuss year-end tax planning strategies with Managing Partner of Tailored CPAs, P.C., Andy Wallner.
Tailored CPAs, P.C. has offices in Marquette and L’Anse, MI and focuses on small business advisory and tax planning. Andy resides in Marquette with his wife and business partner, Jenn, who is also a CPA and the the Quality Control partner at Tailored CPAs. Together they have two daughters, Harper and Morgan, and a son, Colton.
Rich is joined by Dr. Tawni Ferrarini to discuss what the economy may have in store after this historical 2020 election. Dr. Ferrarini is Lindenwood University's Professor of Economic Education and has been a key source of economic insight for Wealth Strategy Group.
In this episode, Rich talks with the president of the Small Business Association of Michigan, Brian Calley, about how small businesses are being affected during and post COVID-19. Calley talks about the executive orders from Governor Gretchen Whitmer; including how to get your businesses back up and running in a manner that is safe for both employees and patrons, and also about the mandatory COVID-19 Preparedness and Response Guide for all businesses. Links to more resources are provided below.
COVID-19 Preparedness and Response Guide:
https://www.sbam.org/Portals/0/COVID-19%20Preparedness%20and%20Response%20Guide%20SBAM%20Version%2004222020.pdf
Get Back to Work Safely: Tips and Resources
https://www.sbam.org/Resources/COVID-19-Resources/Get-Back-to-Work-Safely-Tips-and-Resources
In our first Virtual Coffee Club we are discussing topics regarding the economy and markets during and post the COVID-19 shutdowns with Commonwealth's Chief Investment Officer, Brad McMillan.