Podcasts
Capital Conversations
When it comes to building wealth, we all seek honest and actionable guidance. The Capital Conversations team will walk you through real, impactful conversations about money that will matter to you, your family, your business and your balance sheet.
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Tax Planning Versus Tax Preparation
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Is Cash King?
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5 Thoughts for Business Owners Benchmarking the 401(k)
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More Money, More Problems – Challenges for High Income Earners
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The Long & Short of Long Term Care, Part 2
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Let Us Introduce Ourselves
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Market Talk: Volatility In Perspective (as of May 25 2022)
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Energy & Inflation: A Conversation with Lee Liscom (as of 3/9/22)
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The Entrepreneurial Spirit: Interview with Crissi Cole
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Using a Market Dip to Your Advantage
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Just a Little Bias!
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What is up with bonds? (as of 4/21/22)
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The long & short of Long Term Care, Part 1
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Financial Priorities
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Q&A (Part 1)
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Q&A (Part 2)
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Investment Perspective
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Managing Your Risk Appetite
Let’s take this journey together.
We’re here to help guide you in your financial journey to success and a more secure, confident future.