Join us as we dive deep into the world of financial services—exploring today’s biggest challenges, hidden risks, and exciting potential. Get the insights you need to stay ahead in a fast-evolving industry!

This episode is all about retiring smart! We’re covering the risks and strategies you need in order to retire and enjoy every moment after.

Ever wonder what can go wrong when accounts aren’t registered properly? We’re breaking down real-life examples of registration issues, from simple mix-ups to complex legal problems. Learn what to watch out for, how to fix common mistakes, and the steps you can take to avoid these headaches altogether. Don’t miss out—get your accounts in order!

In this follow-up episode, Philip and Mia dive even deeper, focusing on the differences between trusts, powers of attorney (POA), and estate distribution. They’ll discuss how each of these legal tools can help safeguard your assets and ensure your wishes are respected. If you’re looking for practical advice on estate management, this episode will provide the clarity you need to make smart, informed choices for yourself and your loved ones.

Join Philip Board and Mia Medina as they break down the essentials of estate planning, explore the legal processes involved, and discuss the potential drawbacks of probate. If you're planning for the future or managing a loved one's estate, you'll gain valuable insights to help you make informed decisions.

Confused by investment jargon? Join Philip Board, Mia Medina, and Kurt Moseley as they explain the most important investment terms you need to know. Whether you're just starting out or aiming to expand your financial knowledge, this podcast will clarify key concepts and empower you to make smarter financial decisions.

Curious about what it takes to succeed in the world of finance? In this podcast, I share my personal journey of how I got started in the financial industry—sharing the challenges, breakthroughs, and key lessons that helped me grow. Whether you’re new or advancing in your career, this podcast provides inspiration to help you succeed in the financial world!

In this episode, we’re diving into the internal workings of our office and why we are different. Join us as we explore the innovative strategies and financial investments that make our culture thrive. Let’s uncover what truly sets us apart!