Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
Mar 21, 2025 • 27 minutes
Mind the Gap: Navigating Investor Psychology and Financial Planning
Mar 28, 2025 • 34 minutes
Practical Financial Advice: Preparing Your Heirs for Wealth
Apr 4, 2025 • 30 minutes
The Power of Simplicity in Financial Planning
Apr 18, 2025 • 32 minutes
The Stages of Retirement: Strategies for Go-Go, Slow-Go, and No-Go Years
Apr 25, 2025 • 27 minutes
Thriving Amid Market Volatility: Insights and Strategies
May 2, 2025 • 39 minutes
The Case for Dividend Growth: Insights from the Thoughts and Money Podcast
May 9, 2025 • 37 minutes
Financial Planning Categories: Surplus, Steady, and Sinking Explained
May 16, 2025 • 38 minutes
Nobody Knows Everything: Navigating Financial Expertise and Collaboration
May 23, 2025 • 39 minutes
The Power of Compounding Growth: Basics, Beliefs, and Strategies
May 30, 2025 • 48 minutes
Avoiding Unforced Errors in Your Financial Plan
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