With Baby Boomers retiring at a record pace, we have been busy meeting with prospects and clients alike to discuss retirement planning. We have found that once people get within five years of retirement, they become more interested in the finer details.Read More
Susan and Larry, dependent upon their investments for retirement income, called from their gated community in San Jose, California. They asked, “With the recent amount of volatility, shouldn’t we dramatically change our strategy, move to only bonds, or leave the stock markets entirely?”Read More
In this episode, Matthew Muellenhoff discusses skin cancer, aging, and sun damage. Dr. Muellenhoff is the Medical Director at SIERRADERM.Read More
Listen to Seth Leishman's conversation with Peter Selaya and Buzz Crouch from New Moon Café.Read More
Many investors want to know how this may affect their finances and ultimately their retirement. With interest rates on the rise, how they might you be affected?Read More
In this episode of Beyond Investments, Seth Leishman interviews Virginia Ryan, a business law and estate planning attorney. She attended UC Berkeley's law school. Her typical client is a privately-held company from people just getting started with a business idea to companies that have been around for a while, but are looking to raise capital and get help with day-to-day contracts.
Zach Sterner is founder of the restaurant Twelve28 Kitchen in Penn Valley. He has been cooking for 28 years. Zach tells his story--how he came to love cooking and how he started his restaurant. They opened their doors on December 7, 2016, with the grand opening on December 28, 2016.
While for some, $1000 may seem unlikely to make a difference, there are plenty of examples of how to put this money to best use. Here are ten ideas where $1000 can make a difference today.Read More
An interview with Machen MacDonald, a business consultant from ProBrilliance Institute.Read More
When we think of financial planning, it generally has to do with saving for retirement, managing money in order to pay for our lifestyle, and protecting our lives and assets with insurance. Rarely do you hear it mentioned with giving money and assets away. However, we have found that good savers accumulate more money than they will ever spend, and when the get to retirement age, they wonder what they are going to do with their excess.Read More
Steve and Colleen Trotter own a real estate brokerage. They also help seniors downsize their homes and organize their assets before helping move them into senior housing. They wanted to do something different where they spent more time together. Many seniors discover they cannot live in their homes by themselves any longer, but don't know how to take next steps.
Does money buy happiness? Well, it certainly can create unhappiness. This roadmap provides the tools to build mom and dad’s plan.Read More
In this show, Seth Leishman discusses the financial side of dealing with divorce in a discussion with divorce attorney Richard Burton. They talk about divorce, custody, and other things to think about when dealing with divorce.Read More
On Beyond Investments, featured on KNCO, Seth Leishman and Rick Fisher discuss stock market volatility.Read More
Over the past few weeks, we have had numerous discussions with some of our pre-retired and retired clients involving the decision on whether to downsize or not and—more importantly—when, where and how.Read More
Guest Stephanie Leishman joins for an episode of Beyond Investments to discuss how businesses can succeed with social media marketing.Read More
Paulette Rickard, owner of Paulette's Country Kitchen, discusses her experiences running a restaurant for the past 28 years.Read More
It is prudent to take into consideration one's unique circumstances, including one's investment time horizon and liquidity needs.Read More
Gordon Beatie on running a family business.Read More
In this show, we discuss the new tax bill that was passed in December 2017. We also talk about tips and tricks for getting your taxes in order for tax year 2017.Read More