Smart Money Conversations

Por: Brett Croft, CFP®, CFA®, CTFA®
Smart Money Conversations: an advice-only podcast hosted by Brett Croft, CFP®, CFA®, CTFA®, and entrepreneur Chris Tabish CCO (Chief Comedic Officer) delivers expert financial strategies for UHNW clients, covering taxes, investments, estate planning, and passive income. Tune in for clear, actionable insights to build and preserve wealth, inspired by a life of adventure and laughter.
15 episodios disponibles

Latest episodes of the podcast Smart Money Conversations

Episode 15: Adding Real Estate to your Portfolio with Adam Cohen. 14/10/2025
Episode 14: We Answer Listener Questions on Annuities, Discuss Advance Directives, Asset Allocation, and a Powerful Retirement Inflation Hedge. 08/10/2025
Episode 13: Avoid Costly Planning Mistakes with Alex Popovich 23/09/2025
Episode 12:We Answer Listener Questions about Stocks, How to Save, Selling a Primary Residence, Medicare and more 18/09/2025
Episode 11: We Discuss All Things Medicare with Maura Carley from Healthcare Navigation 11/09/2025
Episode 10: Thinking About Risk, Options for Handling Concentrated Stock Positions, Exchange Funds 28/08/2025
Episode 9: Estate Planning: Wills, Trusts, Power of Attorney, Healthcare Proxy 28/08/2025
Episode 8: Thoughts on Passive Income and Income Tax Minimization Strategies 28/08/2025
Episode 7: The Nevada Pension System Ideal, Creating a Retirement Paycheck, Equity Compensation 28/08/2025
Episode 6: Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio 28/08/2025
Episode 5: Thoughts on Debt, Withdrawal Rates, Mindfulness, and Net Worth 28/08/2025
Episode 4: How Much is "Enough?" 28/08/2025
Episode 3: Exit the "Fee Matrix" and Take Control of your Investments 28/08/2025
Episode 2: Emotions, UTMA's, and Stay the Course 28/08/2025
Episode 1: Introduction to the Advice-only model of Financial Education and Advice. 28/08/2025
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