EPISODES
Watch all installments of “The All Things Financial Show” by clicking on an episode below. Start with a topic you’d like to learn more about, and let us know what subjects you’d like to see covered next!

Building a Plan to Achieve Your Retirement Goals
On this episode of All Things Financial, Trey and Yelisey discuss how Americans are mostly unprepared for retirement. What is the “three-legged stool”? We discuss a few ways to help people get back on track to achieving their retirement goals.

Taxes in Retirement: What You Need to Know
On this first episode of All Things Financial, Trey and Yelisey explain how inflation is affecting retirees today, and how inflation is predicted to become even worse in the future. Plus, the guys dive into taxation in retirement and share their blueprint for success...