November 19, 2020 | Independence Advisors
The current tax environment presents a unique opportunity for savvy personal investors to diversify their holdings and minimize their tax liabilities, especially given the uncertainty of the tax situation for 2021 and beyond. Chas Boinske and Pat Runyen talk with Rachel Kieser of Drucker & Scaccetti about the possibilities Roth IRA conversions may provide and discuss two example scenarios to help illuminate what might otherwise be a murky investment picture. — Listen to the podcast […]
The Wealthcast
November 4, 2020 | Independence Advisors
On episode 15 of The Wealth Cast, Charles talks with Pat Runyen of Independence Advisors about year-end financial planning. They cover pro forma tax returns, the CARES Act, loan refinancing, charitable giving, estate planning, and more. Pat stresses the importance of anticipating both current events and potential future changes in tax law in order to maximize the benefits to you. — Listen to the podcast here: On this episode, I’m joined by my colleague Pat Runyen. Pat […]
Charitable Giving, Estate Planning, Financial Planning, Investment Management, The Wealthcast, Wealth Management
October 21, 2020 | Independence Advisors
Sustainable investing, once something actively discouraged by many financial advisors, has become a hot topic in the investment world in recent years. Chas talks with Sam Adams, the CEO of Vert Asset Management, about exactly what sustainable investing is, how it has grown in the investment space, and the many opportunities to ethically invest in social good that sustainable investing now provides. — Listen to the podcast here: Hello, and welcome to The Wealth Cast. […]
Charitable Giving, Investment Management, The Wealthcast, Wealth Management
October 7, 2020 | Independence Advisors
The pandemic has led many of us to discover and venture into new hobbies that we otherwise wouldn’t have given a chance. Taking a detour in this episode, Charles P. Boinske talks about his favorite subject, fly fishing, with the owner and operator of Blue Ribbon Flies in West Yellowstone, Montana, Cam Coffin. Here, Cam talks about fishing in Yellowstone country throughout the seasons. He takes us across the trips they offer while also offering […]
The Wealthcast
September 23, 2020 | Independence Advisors
We all need direction in our lives. Otherwise, we’ll all just be wandering around aimlessly without achieving anything. One central concept to helping us find that is by having a mission. In this episode, Charles P. Boinske, CFA talks to Dr. Joseph Pica about the importance of having a clear mission in both personal and professional life. Dr. Joseph earned his doctorate in organizational theory at Indiana University, where he was the MBA Program Director […]
The Wealthcast
