Your Investment Partners With Paul & Garrett

Recent Episodes

# 28 The First Call: Unlocking Your Financial Future

Posted August 28, 2023 • 00:14:51

Welcome to "Your Investment Partners" with Paul and Garrett. In today's solo episode, Garrett discusses what happens when a potential client reaches...

#27 Helping a Child Without Hurting Retirement

Posted August 14, 2023 • 00:22:05

Helping a Child Without Hurting Retirement

Welcome to Your Investment Partners with Paul and Garrett, where we delve...

#26 Estate Planning and Document Review: Navigating the Ever-Changing Landscape

Posted July 24, 2023 • 00:20:53

Estate Planning and Document Review: Navigating the Ever-Changing Landscape

Welcome to Your Investment Partners...

#25 Navigating Your Investment Portfolio Review: From High-Level Goals to Methodological Details

Posted July 10, 2023 • 00:21:25

Navigating Your Investment Portfolio Review: From High-Level Goals to Methodological Details

Welcome to "Your Investment...

#24 The Three Magic Numbers of Retirement

Posted June 15, 2023 • 00:14:04

In this solo episode, Garrett tackles the essential topic of retirement numbers and dives into the key figures you need to consider when planning for...