DKGB Financial

DKGB the Podcast

Business EN ↓ 32 episodes

The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Securities and advisory services offered through Cetera Advisor Networks LLC, a Broker/Dealer & Registered Investment Adviser, member FINRA/SIPC...

Author

DKGB Financial

Episodes

Episode 7 Interest-ing Times 01.02.2024 22:55

In this episode Dave sits down with Rob Purvis of VIP Mortgage to talk interest rates and strategies to use during these Interest-ing times, while Larry listens to their conversation. To contact Rob Purvis with questions: rpurvis@vipmtginc.com.

Episode 6 Back to the Future 08.01.2024 19:17

In this episode we look back at the markets and DKGB Financial in 2023 and look to the future in 2024 in the markets and at DKGB Financial, with the additions of LaShaun Shelby Wealth Manager and Parker Glasser Client Service Assiciate.

Episode 5 The Holiday Episode 18.12.2023 17:36

For you late shoppers Dave and Larry give you gift ideas from a financial planning perspective.

Episode 4 The Busy Professional aka The Dungeon Master 06.12.2023 20:27

Episode 3 The Las Chance Checklist 20.11.2023 17:56

In this Episode Dave and Larry discuss the last chance checklist and things to be aware of towards the end of the year.

Episode 2 The one about process 30.10.2023 22:38

In this episode we talk about our process and what it feels like to be a client of ours.

Who are we? 06.10.2023 27:33

In this Episode Dave and Larry discuss who they are and people and Financial Advisors. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advic...