Épisodes

  • 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
  • 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
  • Jason Pike joins Brett Rice to Discuss Withdrawal Rates in Retirement

    Jason Pike joins Brett Rice to Discuss Withdrawal Rates in Retirement
    Apr 18 2024

    Jason Pike shares details on the importance of withdrawal rates in retirement and other factors that you need to be aware of.

    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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    15 min
  • Brent Thoman joins Brett Rice to Discuss Common Financial Scams

    Brent Thoman joins Brett Rice to Discuss Common Financial Scams
    Feb 26 2024

    Brent and Brett discuss many common scams that people see today.

    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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    17 min
  • Brett Rice Discusses Budgeting Basics

    Brett Rice Discusses Budgeting Basics
    Jan 29 2024

    Brett Rice discusses how to get started with budgeting.

    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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    15 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
  • Jason Pike and Brett Rice Talk Federal Reserve Interest Rate Cuts

    Jason Pike and Brett Rice Talk Federal Reserve Interest Rate Cuts
    Oct 24 2024

    Jason Pike joins Brett Rice on the podcast to discuss how the recent Federal Reserve interest rate cuts impact your personal finances. #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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    31 min
  • Andrea Lee Joins Brett Rice to Discuss 529 to Roth Conversions

    Andrea Lee Joins Brett Rice to Discuss 529 to Roth Conversions
    Feb 6 2025

    Andrea joins the podcast to discuss a new option with your 529 accounts, rolling them into a Roth IRA. #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