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Financial Focus Podcast


Our first priority is helping you take care of yourself and your family. We will continue to offer telephone conferencing, Zoom meetings, and "curb service" for paperwork drop off or pick up. We also offer in person meetings at our office.

Your family.  Your future.  Our focus.

Mar 7, 2021

8 MOMENTS TO MOVE YOUR MONEY - Rebalancing, Roth conversions, leaving a job, high fees, low performance... these are just a few of the reasons you may want to consider moving money, but you also want to be careful when doing so to avoid unintended consequences. Tune in as John Kuykendall discusses the 8 Moments to Move Your Money, and when NOT to.