Oct 2021 — Jan 2022
Jan 28, 2022 • 22 minutes
In for Trevor, your hosts Sean Latimer and Drew Dill
Jan 21, 2022 • 18 minutes
What’s all the fuss about? Well, one particular asset class – a popular one at that – had one of its worst years in 2021, and no one is talking about it.
Jan 7, 2022 • 32 minutes
Trevor is joined by TBG COO and Deputy CIO, Deiya Pernas
Dec 10, 2021 • 28 minutes
Today we discuss real-life experiences as a financial advisor and use these examples to reiterate the importance of organization and legacy planning, all from a practical application perspective.
Nov 19, 2021 • 32 minutes
Trevor and Sean talk about making sound financial choices.
Nov 12, 2021 • 32 minutes
Trevor and Sean discuss investor expectations
Oct 29, 2021 • 46 minutes
Today on Thoughts On Money, I bring you another podcast interview with one of my colleagues at The Bahnsen Group, Kimberlee Davis.
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