Financial Spring Cleaning

Financial Spring Cleaning

Capture the Upside Podcast About this episode: In this episode, we delve into the essentials of financial spring cleaning. We begin by discussing the easy-to-overlook costs of unused subscriptions, illustrating how small expenses can accumulate into significant...
10B5-1: Avoid Insider Trading Legal Risks

10B5-1: Avoid Insider Trading Legal Risks

Capture the Upside Podcast About this episode: In this episode, we discuss the essentials of financial spring cleaning. They begin by discussing the easy-to-overlook costs of unused subscriptions, illustrating how small expenses can accumulate into significant...
The Roth IRA…small peanuts or enormous opportunity?

The Roth IRA…small peanuts or enormous opportunity?

Capture the Upside Podcast About this Episode: In this podcast, uncover the strategic advantages of Roth IRAs for your financial planning. Learn how to utilize Roth IRAs for tax-free growth, estate planning, and securing a prosperous future. Kevin will guide you...