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Hosts Brent McCay and Hayden Proffitt discuss Qualified Charitable Distributions (or QCDs) to see how they may help your financial planning, and also look at how QCDs differ from Donor Advised Funds.
Hosts Brent McCay and Hayden Proffitt look at key elements of planning for estate taxes.
Hosts Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss different types of retirement plans.
Hayden Proffitt of McCay Wealth Advisory, LLC talks with Jonathan Burns, partner at Spencer Fane, LLP about tips on how to structure your wills...
