Stephen discusses the key benefits of Donor Advised Funds and Foundations with Ryan DeMaria, Director of Business Development at Foundation Source (ht...
Estate planning attorneys Mary Galligan and her son Michael Galligan https://www.galliganmanning.com/ discuss with Stephen the important legal steps t...
Jason Graham of Andersen Tax, https://www.andersentax.com/people/graham-jasondiscusses with Stephen how to reduce your chance of an IRS audit. Jason G...
Andrew Bean, Shareholder, and Jennifer Moss, Vice President, of INSGROUP (http://www.insgroup.net/) join Stephen to share their expertise around prepa...
Tama Klosek of Klosek & Assoc, http://www.kloseklaw.com/ discusses with Stephen how to think through the ownership of a second home. Tama Klosek is Bo...
Stephen Lewis and Meg Holliday discuss an email from a client looking to understand how philanthropy can be used as a training ground for successful i...
Stephen Lewis and Michael Ellington discuss the four necessary elements for a successful financial journey. Michael U. Ellington is the Senior Managi...
Stephen Lewis and Tom Pauloski discuss how wealthy families, worried about giving too much, can benefit from a strategy to keep their assets but give ...
Stephen Lewis and Deacon Turner discuss how the most successful business owners invest after selling their companies. Deacon shares the strategies he ...
Stephen Lewis and Anne Bucciarelli, coauthor of Live Once Plan Often, discuss the top 5 mistakes to avoid when starting college. They share insight ab...