Sidestepping Year-End Financial Pitfalls with Pat Runyen

Category: Wealth Management

November 4, 2020  |  

Sidestepping Year-End Financial Pitfalls with Pat Runyen

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 […]

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Banner Feature Image (The Wealth Cast) Sam Adams

October 21, 2020  |  

The Viability of Sustainable Investing with Sam Adams

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. […]

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