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Be Nimble with Marty Strong, Episode #112

Marty Strong is a retired Navy SEAL officer and combat veteran. He’s also an author, a practicing CEO, and Chief Strategy Officer. After 20 years as a Navy Seal, he joined UBS as an Investment Professional. During this time, he focused on high-net-worth individuals. 75% of his clients were …

A Look Ahead to 2023

Nobody knows with complete certainty what 2023 will bring for your finances, but we have some educated guesses. Learn about how 2022 events might impact your 2023 in our on-demand webinar A Look Ahead to 2023 with Carson’s Senior Wealth Planner Kevin Oleszewski CFP®, MST, EA.   

Market Commentary: The Good. The Bad (But Not That Bad). And the Ugly.

Various measures of inflation continue to track lower, likely opening a path for the Fed to stop its aggressive rate hiking cycle. Consumer prices continue to fall quickly, suggesting inflation is steadily trending lower. The consumer has been extremely strong this year, but recent retail s …

Is Your Business or Side Gig Getting Paid Through A Payment App?

    Independent contractors who accept payments via payment apps such as Venmo and PayPal are facing a new reality in 2022. The IRS announced that they will require the payment apps to issue a 1099 to those businesses’ accounts that receive payments of $600 or more during th …

The BBQ Cleaner, Episode #111

Today’s guest is Jeffrey Krentzman, the owner of The BBQ Cleaner and the host of the podcast, “Mind Your Pucking Business.” Jeff looks to help future entrepreneurs start their own BBQ grill cleaning business by arming them with a proven turnkey business model. Jeff knew that he wanted his o …

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