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When it comes to building wealth, we all seek honest and actionable guidance. The Capital Conversations team will walk you through real, impactful conversations about money that will matter to you, your family, your business and your balance sheet.
| Episode | Date |
|---|---|
|
Stock Market, Building Wealth, Control What You Can Control
|
Feb 26, 2026 |
|
Balancing Act: Tax-Deferred Accounts and Financial Goals
|
Jan 20, 2026 |
|
New Year, New Beginnings in Retirement Planning
|
Jan 13, 2026 |
|
Tax Planning Versus Tax Preparation
|
Jan 05, 2024 |
|
Is Cash King?
|
Dec 06, 2023 |
|
Midterms & The Markets
|
Oct 24, 2022 |
|
5 Thoughts for Business Owners Benchmarking the 401(k)
|
Sep 08, 2022 |
|
More money, more problems- challenges for high income earners
|
Aug 18, 2022 |
|
The long & short of Long Term Care, Part 2
|
Jun 30, 2022 |
|
Market Talk: Volatility In Perspective (as of May 25 2022)
|
May 31, 2022 |
|
Energy & Inflation: A Conversation with Lee Liscom (as of 3/9/22)
|
May 18, 2022 |
|
The Entrepreneurial Spirit: Interview with Crissi Cole
|
May 11, 2022 |
|
Just a little bias!
|
May 03, 2022 |
|
Using a market dip to your advantage
|
May 03, 2022 |
|
What is up with bonds? (as of 4/21/22)
|
Apr 29, 2022 |
|
The long & short of Long Term Care, Part 1
|
Apr 05, 2022 |
|
Financial Priorities
|
Mar 15, 2022 |
|
Managing Your Risk Appetite
|
Jan 31, 2022 |
|
Investment Perspective
|
Dec 16, 2021 |
|
Let us introduce ourselves...
|
Nov 30, 2021 |
|
Q&A (Part 1)
|
Nov 30, 2021 |
|
Q&A (Part 2)
|
Nov 30, 2021 |