If you want to ensure your assets are protected seamlessly, especially when it involves family, you should get an attorney involved. In this episode, we are joined by Nick Montague, Attorney and Chartered Advisor in Philanthropy CAP®, to talk about wills, living wills, powers of attorney and discuss why they’re essential for you and your …
Insurance is an essential part of financial planning, but when shopping around for insurance coverage you may come across various products that can be confusing. Understanding the different types of insurance can help you make the best coverage decision according to your needs. At Soar Wealth Strategies we don’t do insurance coverage but it’s certainly …
With the tax season around the corner, now is the best time to work with a tax professional to help you implement effective strategies that could help you reduce your taxes. In this episode, Jon Schuetz and Brent Connelly are joined by Aundrea Bricker, CPA and co-founder of Bricker Accounting and Tax Services, LLC. Aundrea …
Introducing – Brent Connelly, the other half of the dynamic duo on our podcast. Brent’s belief in helping people soar to their own success has made him the leader he is today. In this episode, we pass the spotlight on to Brent and get to know him a little better. Brent will share more about …
We are preparing for take-off! No need to fasten your seatbelts. In this introductory episode, Jon Schuetz, founding partner of Soar Wealth Strategies provides a little background about himself and reveals how he took the leap from television sportscaster to CERTIFIED FINANCIAL PLANNER®. Interviewed by his co-pilot, founding partner Brent Connelly, Jon answers questions about …
