Showing results for "Cornerstones" in Personal Finance

The Cornerstone Finance Group Podcast addresses key challenges and opportunities in the mortgage and protection market, highlighting how top-performing mortgage advisors can turn customers into clients and build a successful and scalable business. The series features insights from Cornerstone’s senior team, funders and finance providers as well as advisors who share best practice on client conversations and relationships. Guests tackle topics including being ready for the record numbers of fixed-rate deals due to expire in 2025 and 2026, supporting first-time buyers, buy-to-let borrowers and...

Join Brett Hina and Dan Lesneski, seasoned Private Wealth Advisors from Cornerstone Private Wealth, as they answer your most pressing questions about today’s markets. With decades of combined experience serving high-net-worth clients, business owners, and retirees, Brett and Dan provide clear, insightful guidance tailored to help you achieve your unique financial goals. Each month, they unpack current market trends, share expert insights, and bring in top financial minds for interviews to give you a well-rounded perspective on managing your wealth. Whether you’re navigating investments, ...

Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252. Registered Representatives offer securities through Independent Financial Group, LLC (IFG), Member FINRA/SIPC. Investment Advisor Representatives offer Advisory services through Independent Financial Group, LLC (IFG), ...

Join Mark Kollar on The Financial Cornerstone Podcast, where he shares expert insights on wealth management, retirement strategies, and financial planning. With decades of experience, Mark helps listeners build a solid financial foundation by breaking down complex topics into clear, actionable advice. Whether you’re planning for retirement, looking to protect your assets, or seeking smarter investment strategies, this podcast is your go-to source for financial confidence and success.

Our personalized financial planning process is designed to explore your goals, dreams, values, and financial objectives. Each one of our clients has different goals and expectations for their wealth, and we specialize in developing custom strategies to support their goals. We help our clients build a worry-free financial future and a comfortable, secure retirement through comprehensive financial planning and prudent investment strategies. We pledge to honor our clients' trust in us by giving them only objective advice, guidance, and strategies best suited to meet their personal goals.

Join host Sam Kilmer, fintech advisor, in unscripted conversations with top fintech industry leaders. No planned corporate talking points, no scripts, no pitches. Just useful advice and insights. To keep it lively, Sam often brings co-hosts like author/researcher Ron Shevlin, former American Banker editor Mary Wisniewski, and former Bank Director President Al Dominick.