Podcast with Rick McDonald, President of the US Advisory Group, about uncovering financial strengths by acquainting yourself with your core values: “We need to understand who we are – what really matters most to us. And our core goals are founded and driven, defined by our values.”
Podcast with Rick McDonald, President of the US Advisory Group, about financial planning and financial game plans with the US Advisory philosophy: “See, most people think financial planning is about money, and it really isn’t. It’s not about money, it’s about who you are, what you are, what you’re trying to do.”
Podcast with Rick McDonald, President of the US Advisory Group, discussing benchmarking the performance of your financial plan.
Podcast with Rick McDonald, the President of US Advisory Group, discussing family business owners who are preparing to sell their business.
Podcast with Rick McDonald, the president of the US Advisory Group, discussing how family business owners transition into retirement, including his top 3 tips for a happy retirement.
