Bush Wealth Podcast

Bush Wealth Podcast

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Synopsis

Listen in to financial advisors Stacy Bush, Greg Bright, and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

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Episodes

  • How to Handle an Inheritance

    How to Handle an Inheritance
    25/04/2017 Duration: 19min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Advisory Services Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • Interesting Use of the QCD Stategy

    Interesting Use of the QCD Stategy
    20/04/2017 Duration: 14min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • What You Should Know Before You Name an HSA Beneficiery

    What You Should Know Before You Name an HSA Beneficiery

    13/04/2017 Duration: 15min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • Charitable Giving Tax Strategies

    Charitable Giving Tax Strategies
    04/04/2017 Duration: 13min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • 7 IRA Questions to Ask Before You File Your Return

    7 IRA Questions to Ask Before You File Your Return
    28/03/2017 Duration: 14min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Advisory Services Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • 6 Things to Know About a Roth IRA

    6 Things to Know About a Roth IRA
    21/03/2017 Duration: 10min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • 5 Things All Roth IRA Owners Must Know

    5 Things All Roth IRA Owners Must Know
    16/02/2017 Duration: 19min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • Back Door Roth Contributions

    Back Door Roth Contributions
    02/02/2017 Duration: 05min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • Creating a Portfolio

    Creating a Portfolio
    26/01/2017 Duration: 19min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • DOL Fiduciary Rule

    DOL Fiduciary Rule
    17/01/2017 Duration: 22min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • Investing as a Couple

    Investing as a Couple
    10/01/2017 Duration: 20min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • The Spending Plan

    The Spending Plan
    05/01/2017 Duration: 20min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • 6 Financial Resolutions for 2017

    6 Financial Resolutions for 2017
    20/12/2016 Duration: 22min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • Year End Charitable Giving

    Year End Charitable Giving
    13/12/2016 Duration: 21min

    Listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • In Denial About Spending on Adult Kids?

    In Denial About Spending on Adult Kids?
    08/12/2016 Duration: 15min

    Listen in to financial advisors Stacy Bush, Greg Bright, and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • 5 Year End Tax Planning Tips

    5 Year End Tax Planning Tips
    01/12/2016 Duration: 13min

    Listen in to financial advisors Stacy Bush, Greg Bright, and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • 5 Ways to Increase Gratitude

    5 Ways to Increase Gratitude
    22/11/2016 Duration: 13min

    Listen in to financial advisors Stacy Bush, Greg Bright, and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • 4 Actions to Take Now that Election is Over

    4 Actions to Take Now that Election is Over
    17/11/2016 Duration: 14min

    Listen in to financial advisors Stacy Bush, Greg Bright, and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • How the Election May Affect Investments

    How the Election May Affect Investments
    01/11/2016 Duration: 22min

    Listen in to financial advisors Stacy Bush, Greg Bright, and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
  • Year End Tax Tips

    Year End Tax Tips
    25/10/2016 Duration: 22min

    Listen in to financial advisors Stacy Bush, Greg Bright, and Kent Patrick each week as they offer advice on financial and retirement planning. If you have a question you would like answered during the show, please email askbushwealth@lpl.com Securities and Asset Management Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

    Listen
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