Jun 2, 2021
In this episode we open up the business of financial planning and dive deep into why every tax bracket needs a financial professional. My guest is Isaac Cooper who is the owner of IMC Financial consulting. He and his team offer a holistic comprehensive services to help clients prioritize and attain their life goals by...
Feb 17, 2021
On today's podcast episode the handsome & charismatic host Andre Albritton is answer a few investing questions submitted from the audience. Enjoy neighbors!
In this episode Andre will answer:
- What to learn about taxes before you invest?
- Best asset allocation in a Roth IRA?
- Where do you (Andre) get most of your...
Nov 30, 2020
Today’s podcast my guest is a good friend of mine who is also an amazing financial planner here in the ATL. Shavon Roman has owned a few businesses in the past few years and been an advisor since 2012. We dive into a healthy conversation of different ways you can make the most out of your benefits plan at work. We...
Nov 16, 2020
Rhonda E. Potter, CFA, CFP is a High Net Worth Client Advisor in the Atlanta office at J.P. Morgan Private Bank. In this role, she is responsible for delivering advice and solutions across investments, estate planning, credit, and banking to help clients build, preserve, and manage their wealth over time.
Prior to...
Oct 19, 2020
Today's episode we are going back in the past and covering a few investing items we wish we knew back in our 20s. My guest is Sahirenys Pierce who created her blog called Poised Lifestyle to help millennial women, like herself, balance their finances and lifestyle with poised. As a Dominican-American of...