Dec 17, 2020

Investing is more accessible now than ever before. Now that you can trade at a ZERO-dollar commission, the biggest hurdle is understanding the lingo on the website to place an order. In this episode, Zacc walks you through the basics of stock & fund trading. Zacc places a trade in his daughter’s custodial account. The...

Dec 3, 2020

Episode 50!  I gave my co-workers packing cubes to celebrate my birthday.  I am giving you the packing cubes of charitable giving today to celebrate episode 50.  Donor Advised Funds are one of the most underutilized planning tools available to charitable givers.  In this episode, Zacc breaks down Donor Advised Funds and...