Hosted By
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 talk about some changes coming to 401k plans this year and next. We would love to help you...
Hosts Brent McCay and Hayden Proffitt talk about investment options that are available in most 401k plans.
Hosts Brent McCay and Hayden Proffitt talk about ways you can financially protect your blended family when you pass. We would love to help...
