Conservative Healthcare
Tune in to hear EIG Wealth Advisor, Heather Deaton, talk with Dr. Travis Walters from Catalyst Wellness about the importance of a holistic approach to treatment, the significance of understanding one's body, preventing injuries, and the impact of diet on overall well-being.
Charitable Giving After OBBBA Reform
In this episode, Kristina Schnuckel and Heather Deaton break down how recent changes under the OBBBA legislation are reshaping charitable giving strategies. Whether you're a seasoned donor or just beginning to explore philanthropy, they'll guide you through what's changed, what still works, and how…
AI Scams
Uncover the hidden dangers of AI scams and learn how to protect yourself from sophisticated digital deception in this episode hosted by Wealth Advisor Heather Deaton, featuring Financial Crimes Investigator April DeValkaenare.
Estate Planning: The Role of a Trustee
What does it really mean to be a trustee? Heather Deaton teams up with estate planning attorney Phil Remmers to break it down in this episode
Estate Planning: The Trustee's Role Explained
What happens when you’re named the trustee of a loved one’s estate? In this episode, wealth advisor Heather Deaton and estate planning attorney Phil Remmers break down the trustee’s role and explain how to navigate the responsibility with clarity and confidence.Phil Remmers of Kramer‑Maltoff brings…
Setting Kids Up for Financial Success
How do you raise kids who feel confident making money decisions?In this episode, wealth advisors Kristina Schnuckel and Heather Deaton share how their own families have approached allowances, saving, and early financial decisions, alongside what they see working with clients and their kids.
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Charitable Giving and Your Financial Plan
How can generosity fit seamlessly into your financial plan and maximize tax efficiency?
In this episode of Money Sense, wealth advisors Jamie Williams and Heather Deaton explore how charitable giving can fit into a well‑rounded financial plan. They discuss how generosity can be both personal and s…
College Athletics in a Pay-for-Play Era
College athletics is evolving fast. What used to center on scholarships and school pride now includes contracts, branding deals, and real income before athletes even step on campus.
In this episode of Money Sense, Heather Deaton sits down with Chellee Siewert, Founder and President of Capture Spor…
'Toy Story 5'
Our bold and adventurous podcast hosts will go to fairly reasonable lengths to see a good movie. To infinity? No. Beyond? Definitely not.
Something they WILL do, though, is invite a new friend to join them for some general merriment with a few opinions thrown in for good measure. That’s what Dori …
Small Business Tips and Habits
Building a successful business takes more than passion and determination. Long-term growth requires financial clarity, strategic decision-making, and the ability to balance profitability with sustainability. For entrepreneurs, understanding key financial metrics, building the right support team, an…
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