Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
Sep 27, 2024 • 42 minutes
Trevor Cummings, along with Sean Latimer and Blaine Carver, discusses strategies for tackling big life decisions and financial planning.
Oct 4, 2024 • 32 minutes
This episode discussed the need to reprogram financial mindsets, particularly as one transitions from earning a steady income to spending in retirement.
Oct 11, 2024 • 36 minutes
Host Trevor Cummings, along with co-host Sean Latimer, discusses the complexities of handling half truths in financial decisions and personal life.
Oct 18, 2024 • 38 minutes
They discuss and debate the merits of financial stretching in contexts like real estate and insurance, taking into account different life stages.
Nov 1, 2024 • 34 minutes
The discussion covers the implications of high valuations, potential economic catalysts, and diverging opinions within the finance community.
Nov 22, 2024 • 38 minutes
Trevor Cummings joins colleagues Sean Latimer and Sean Ullrich to discuss the implications of future stock market returns predicted by a Goldman Sachs article.
Dec 6, 2024 • 30 minutes
Trevor Cummings welcomes special guest Darren Lightfoot to discuss end-of-year financial planning.
Dec 13, 2024 • 31 minutes
Trevor Cummings discusses financial expectations with his guest, Blaine Carver
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