In the middle of a financial landscape that can be a bit confusing, it’s always helpful to have someone who’s there to light your path. That’s why we host Nuggets of Knowledge, your go-to podcast for the latest in the world of money. So, grab your shovel. This podcast digs for answers, so be sure to listen in!

Unearthing financial opportunity
Digging into key topics, strategies, and concepts to help you explore your options and enhance your financial knowledge.
The Search is On!
LISTEN TO WHAT MATTERS MOST TO YOU

Shining a Light on Subjects Like:
UNCOVERING STRATEGIES TO HELP YOU MAKE SMARTER FINANCIAL MOVES
Legacy & Estate Planning
If you’re a provider, you know your job never ends, even when you’re no longer around to support your family. We can help you leave a legacy for your people and your passions.
Investment Management
Our licenses, designations and independence allow us to stand at your side to find customized tools and strategies for your unique circumstances, goals and needs.
Income Planning
We’ll go over ways you can create income that helps you live the retirement lifestyle you want and deserve, as well as methods of preserving that income for your entire life.
Tax Minimization Strategies
Sometimes, a plan to keep more of your money is more important than a plan to grow it. That’s why we help you employ strategies to keep taxes from eroding your long-term savings.
Stream the Show Now!
LISTEN ANYTIME, ANYWHERE!
Miss an episode of Nuggets of Knowledge? No problem! You can stream all past episodes right here on our website, or on your favorite podcasting platform. That means you’ll never get lost while you’re out there on the hunt for information. This is your trailhead, and it will always help you find your way back. Additionally, be sure to bookmark our page and mark the spot so you can come back and listen to our show any time!

Meet the Retirement Prospector
GET THE ANSWERS YOU NEED
Your host of Nuggets of Knowledge has experience in the financial services industry and knows how to lead clients with confidence and conviction. He’s also navigated difficult financial terrain, giving him insight into a few different strategies you may be able to employ to protect yourself from landslides. Proud to be independent financial sherpas, Jon is ready to stand at your side and help you embark on a journey of empowerment.
