Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, go through a good list to start with when interviewing your own potential financial advisor.
Brent McCay, McCay Wealth Advisory, LLC, and Jonathan Burns, partner at Spencer Fane, LLP, discuss how to best utilize the Spousal Lifetime Access Trust...
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the qualifications for the 2-year capital gains exclusion. Learn about how much of...
Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss the highs and lows of the 2023 third quarter in the financial markets.