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May 31, 2019

This episode of The Confident Wealth  Podcast with Bill Bush and Pete Bush is the 6th installment in their series, The Value of Working with an Advisor. Gain some useful insight on budgeting and cash flow. Find out how financial advisors can help clients get a handle on their budgets, find out where their problematic...


May 14, 2019

 

This episode of The Confident Wealth Podcast with Bill Bush and Pete Bush continues on as the 5th installment in their series, The Value of Working with an Advisor. Learn more about the inherent risks we have, and how we can manage them from a financial advisement standpoint.

 

 

Episode Highlights:

 

  • 01:56 – How...


Mar 20, 2019

In this episode, we dig deeper into the conversation about how a financial advisor adds value. In this fourth installment of this ongoing series we delve into the strategies and advantages of managing and minimizing your taxes. No one wants to pay too much in taxes. Learn about the right way to have your tax...


Mar 6, 2019

 

In this episode of The Confident Wealth Podcast, Bill Bush and Pete Bush, Advisors at Horizon Financial Group, continue their series on how financial advisors offer value. This time, they discuss planning and managing investments including the typical mistakes that investors make and how advisors can help them...


Feb 7, 2019

Summary:

In this episode, we continue the conversation about how a financial advisor adds value. We talk about how the financial advisors role is to “lay the tracks.” The advisor encourages positive habits and behaviors that help you get to your end financial goal. They make large tasks bite-sized...