Couverture de coreVISION Financial Group's Podcast

coreVISION Financial Group's Podcast

coreVISION Financial Group's Podcast

De : coreVISION Financial Group
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Welcome to CVFG's Podcast, the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your retirement nest egg, or navigating the complexities of taxes, we've got you covered. Tune in for expert advice on investing, saving, and securing your financial future, with practical tips and actionable insights to help you make the most of your money. From budgeting basics to advanced strategies, CVFG's Podcast is your go-to resource for mastering your finances—no matter where you are in your journey!


Located in Shelbyville, Indiana

https://corevisionfg.com/schedule-an-appointment


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

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Épisodes
  • Beau Browning Joins Brett Rice to Discuss Rollover Options

    Beau Browning Joins Brett Rice to Discuss Rollover Options
    Mar 31 2026

    Beau Browning Joins Brett Rice to Discuss Rollover Options

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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    27 min
  • Gary Nolley and Ashley Livezey (Compass Insurance Group) join coreVISION to Discuss Medicare

    Gary Nolley and Ashley Livezey (Compass Insurance Group) join coreVISION to Discuss Medicare
    Feb 27 2026

    Gary Nolley and Ashley Livezy from Compass Insurance Group join Brett Rice to discuss Medicare and how it works. #coreVISIONCrew #weretirepeople

    To learn more about Compass, head over to their Facebook page here: https://www.facebook.com/CompassInsShelbyville

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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    45 min
  • 2026 Contribution Limits with Joe Heller

    2026 Contribution Limits with Joe Heller
    Jan 26 2026

    Joe Heller joins Brett Rice on the podcast to discuss changes to 2026 contribution limits. #corevisioncrew #WeRetirePeople

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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    16 min
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