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
  • How to Get Children Started in Budgeting with Brett Rice and Caden Claxton

    How to Get Children Started in Budgeting with Brett Rice and Caden Claxton
    Oct 24 2025

    Caden joins Brett on the podcast to discuss how to get started in budgeting at a young age.

    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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    24 min
  • Brett Rice Discusses Financial Literacy with Andrea Lee

    Brett Rice Discusses Financial Literacy with Andrea Lee
    Apr 30 2025

    Brett Rice and Andrea Lee discuss financial literacy and topics that should be important to learning more about your finances.

    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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    37 min
  • Andrea Lee Discusses the Psychology of Women's Investing with Brett Rice

    Andrea Lee Discusses the Psychology of Women's Investing with Brett Rice
    Apr 8 2025

    Andrea Lee joins Brett Rice on the podcast to discuss women investing psychology. #coreVISIONcrew

    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
  • Grant Reeves joins Brett Rice on the Podcast to Discuss Avoiding Senior Scams

    Grant Reeves joins Brett Rice on the Podcast to Discuss Avoiding Senior Scams
    Mar 3 2025

    Grant Reeves, Attorney and Financial Advisor, joins the podcast to discuss financial scams and how to help senior citizens avoid them.

    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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    21 min
  • Beau Browning Talks about Investing Pitfalls with Brett Rice

    Beau Browning Talks about Investing Pitfalls with Brett Rice
    Feb 13 2025

    Beau Browning joins Brett Rice to discuss investing pitfalls and the emotional decision making that comes along with it. #coreVISIONcrew

    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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    31 min