Episodes

  • Episode 6 - 5 Retirement Strategies for Small Business Owners

    Episode 6 - 5 Retirement Strategies for Small Business Owners
    Jun 6 2024
    We present 5 retirement strategies every small business owner should consider for their business and financial lives.
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    25 mins
  • Episode 5 - TCJA of 2017 with Special Guest Joe Popplewell

    Episode 5 - TCJA of 2017 with Special Guest Joe Popplewell
    May 23 2024
    In this show, we team up with special guest attorney Joe Popplewell of Popplewell Law Firm. This is the third our series of three shows with Joe. In this episode, we'll discuss an overview of the Tax Cuts and Jobs Act of 2017, informally known as "The Trump Taxcuts".
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    20 mins
  • Episode 4 - Business Estate Planning with Special Guest Joe Popplewell

    Episode 4 - Business Estate Planning with Special Guest Joe Popplewell
    May 23 2024
    In this show, we team up with special guest attorney Joe Popplewell of Popplewell Law Firm. This is the second of a series of three shows with Joe. In this episode, we'll discuss an overview of the legal documents and processes a business owner should have to ensure they are protected from various scenarios.
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    21 mins
  • Episode 3 - Personal Estate Planning with Special Guest Joe Popplewell

    Episode 3 - Personal Estate Planning with Special Guest Joe Popplewell
    May 23 2024
    In this show, we team up with special guest attorney Joe Popplewell of Popplewell Law Firm. This is the first of a series of three shows with Joe. In this episode, we'll discuss an overview of the legal documents and processes a family should have to ensure they are protected from various scenarios. Joe gives an overview of wills versus trusts, power of attorney documents, and healthcare directives.
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    38 mins
  • Episode 2 - The Discovery Process - for prospective clients

    Episode 2 - The Discovery Process - for prospective clients
    May 20 2024
    This episode gives you an idea of what to expect when speaking to us for the first time.
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    27 mins
  • Episode 1 - Founder's Story

    Episode 1 - Founder's Story
    May 20 2024
    Learn about Jim Woolley's background in the financial services industry.
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    22 mins
  • Episdoe 0 - Trailer - The Actionable Intel Podcast

    Episdoe 0 - Trailer - The Actionable Intel Podcast
    May 20 2024
    Host Jim Woolley, CFP gives you a preview of what you can expect from The Actionable Intel Podcast hosted by Mammoth Financial.
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    3 mins