Stuck on how to determine the best place to retire? In this podcast, our team will provide you with the tips you need to navigate this important decision while fully enjoying this new stage in life.
Using debt to build wealth comes with both pros and cons. In this podcast, we discuss how strategies to build wealth using debt are distinctly different from the use of debt to “live above your means.”
Financial planning can seem complicated enough as an individual, let alone if you’re a small business owner. In this podcast, we discuss three financial planning tips for small business owners, as well as four alternatives to 401(k) for small businesses.
Our new podcast, “Conversations with Bay Point,” features three of our advisors in conversations about personal finance, market behavior, investing, and the economy.