Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
Oct 1, 2021 • 28 minutes
For many savers/investors, their residence makes up a significant portion of their balance sheet, which means that this is a crucial planning topic to discuss.
Oct 7, 2021 • 40 minutes
Normally, I write an article and then gather a few of my colleagues to discuss the article over a podcast we produce weekly.
Oct 15, 2021 • 18 minutes
Trevor Cummings and Sean Latimer discuss the virtues of financial disciplines.
Oct 29, 2021 • 46 minutes
Today on Thoughts On Money, I bring you another podcast interview with one of my colleagues at The Bahnsen Group, Kimberlee Davis.
Nov 12, 2021 • 32 minutes
Trevor and Sean discuss investor expectations
Nov 19, 2021 • 32 minutes
Trevor and Sean talk about making sound financial choices.
Dec 10, 2021 • 28 minutes
Today we discuss real-life experiences as a financial advisor and use these examples to reiterate the importance of organization and legacy planning, all from a practical application perspective.
Jan 7, 2022 • 32 minutes
Trevor is joined by TBG COO and Deputy CIO, Deiya Pernas
Jan 21, 2022 • 18 minutes
What’s all the fuss about? Well, one particular asset class – a popular one at that – had one of its worst years in 2021, and no one is talking about it.
Feb 4, 2022 • 24 minutes
Trevor and Sean discuss the prudence of having a plan and sticking to it.
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