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Welcome to CVFG's Podcast, the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your retirement nest egg, or navigating the complexities of taxes, we've got you covered. Tune in for expert advice on investing, saving, and securing your financial future, with practical tips and actionable insights to help you make the most of your money. From budgeting basics to advanced strategies, CVFG's ...
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Brett Rice Discusses Financial Literacy with Andrea Lee
37:16
37:16
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37:16
Brett Rice and Andrea Lee discuss financial literacy and topics that should be important to learning more about your finances. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate e…
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Grant Reeves joins Brett Rice on the Podcast to Discuss Avoiding Senior Scams
20:57
20:57
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20:57
Grant Reeves, Attorney and Financial Advisor, joins the podcast to discuss financial scams and how to help senior citizens avoid them. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are se…
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Beau Browning Talks about Investing Pitfalls with Brett Rice
30:56
30:56
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30:56
Beau Browning joins Brett Rice to discuss investing pitfalls and the emotional decision making that comes along with it. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entitie…
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Jason Pike and Brett Rice Talk Federal Reserve Interest Rate Cuts
30:46
30:46
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30:46
Jason Pike joins Brett Rice on the podcast to discuss how the recent Federal Reserve interest rate cuts impact your personal finances. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are se…
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Andrea Lee Joins Brett Rice to Discuss 529 to Roth Conversions
15:49
15:49
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15:49
Andrea joins the podcast to discuss a new option with your 529 accounts, rolling them into a Roth IRA. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financi…
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Beau Browning Joins Brett Rice to Discuss the State of the Firm 2024
27:22
27:22
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27:22
Beau Browning discusses the current state of the coreVISION Firm for 2024. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.…
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Jason Pike joins Brett Rice to Discuss Withdrawal Rates in Retirement
14:35
14:35
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14:35
Jason Pike shares details on the importance of withdrawal rates in retirement and other factors that you need to be aware of. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate en…
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Brent Thoman joins Brett Rice to Discuss Common Financial Scams
17:13
17:13
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17:13
Brent and Brett discuss many common scams that people see today. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.…
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Brett Rice discusses how to get started with budgeting. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.…
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