by sam@centrusfs.com | Sep 29, 2022 | Financial Planning, Podcast
Kurt Alter serves as a Tax Principal at Rehmann. His experience is diverse and suitable to a variety of business and individual tax, accounting, and consulting needs. Jude and Kurt will discuss how Rehmann creates an individualized client experience and why this is...
by sam@centrusfs.com | Sep 15, 2022 | Financial Planning, Podcast
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important and can’t be undone.
by sam@centrusfs.com | Aug 25, 2022 | Industry Insights, Podcast
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to...
by sam@centrusfs.com | Aug 11, 2022 | Podcast, Retirement
You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into...
by sam@centrusfs.com | Jul 28, 2022 | Podcast
We have a special guest on the show today, Glenn Dorsey. Glenn serves as the Senior Vice President and Head of Client Portfolio Management for Clark Capital Management Group. He is responsible for portfolio construction and the clear communication of investment...
by sam@centrusfs.com | Jun 30, 2022 | Podcast
We will be finishing up our conversation on some of the major debates for pre retirees and retirees. Tune in for part 2 of our discussion.
