Trevor Cummings
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
Dec 20, 2024 • 34 minutes
We explore the financial advice industry, its contribution to human flourishing, and the ever-evolving nature of the industry.
Jan 17, 2025 • 23 minutes
Trevor Cummings is joined by Sean Latimer to discuss the importance of financial preparedness in the wake of natural disasters,
Jan 31, 2025 • 31 minutes
Trevor Cummings and his special guest, Josh Klooz, share his journey from serving in the military to entering the finance industry, emphasizing the importance of trust and personal connection in financial advising.
Feb 7, 2025 • 36 minutes
Trevor Cummings is joined by guest and colleague Blaine Carver where they discuss bonds, distinguishing between stocks and bonds, and explaining the foundational concepts of owning and loaning money.
Feb 14, 2025 • 42 minutes
Answering Your Financial Questions: Annuities, Social Security, and Roth vs. Traditional IRAs
Feb 21, 2025 • 35 minutes
Thoughts on Money: The Benefits of Giving and Investment Strategies
Feb 28, 2025 • 27 minutes
Exploring Taxes and Principal Withdrawal in Retirement: Listener Questions Answered
Mar 7, 2025 • 27 minutes
Financial Wisdom, Tools, and Advice: Answering Your Questions
Mar 14, 2025 • 22 minutes
Taking Inventory of Your Cash: Balancing Security and Growth
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