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Feb 15, 2018

The Real Deal About Retirement Plans

 

 

With Melissa Terito, CPA

Summary:

 

In the 8th episode of the Confident Wealth Podcast, Bill Bush and Pete Bush talk with Melissa Terito, a partner and CPA at the accounting and business advisement firm Faulk & Winkler. She oversees their third party administrative practice (TPA)...


Feb 1, 2018

Your Financial Matrix

 

Summary:

 

In today’s 7th episode of the Confident Wealth Podcast, Bill Bush and Pete Bush from the Horizon Financial Group of Baton Rouge, Louisiana discuss the value in utilizing an internally developed tool called “Your Financial Matrix.” Learn all about the benefits of the seven...