Podcast: Democratizing Financial Advice

A big thanks to George Grombacher for having me as a guest on his podcast Money Savage.

I’ve only done a handful of podcasts, so it was exciting for me to share some of my personal story as well as the many ways BrightPlan is seeking to democratize financial planning and investment advice.

You can listen to the podcast below or by downloading on iTunesGoogle Play or Stitcher.

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What You Need to Know About U.S. Tax Reform

The charts below were created by Plancorp to summarize the key provisions within the proposed House and Senate bills as they currently stand. This is not an all-inclusive list, but gives you a good idea of the differences as it stands today (the Senate bill may see changes prior to a final vote).

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