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.
Hosts Brent McCay and Hayden Proffitt talk about changes in private market investments.
Hosts Brent McCay and Hayden Proffitt talk about what options are available for an old 401k if you change jobs.
Hosts Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss sending kids back to school and planning for their future education.