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Brent McCay, McCay Wealth Advisory, LLC, and Jonathan Burns, partner at Spencer Fane, LLP, discuss how to best utilize the Spousal Lifetime Access Trust in your financial planning.
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about Brokerage Certificates of Deposit and Traditional Bank CDs.
Hosts Brent McCay and Hayden Proffitt discuss Qualified Charitable Distributions (or QCDs) to see how they may help your financial planning, and also look...
Hosts Brent McCay and Hayden Proffitt talk about what it means when the Federal Reserve ‘burns’ money.
