Iron Tree Financial

Your Time, Your Money ™

Education EN ↓ 177 episodes

Welcome to "Your Time, Your Money", brought to you by "Iron Tree Financial". Mark Esslie, Financial Advisor / Matthew Tarullo, Financial Advisor / Adam Jones, Financial Advisor / Justin Filippone, Financial Advisor || 43 British American Boulevard, 1st Floor, Latham, NY 12110 || 518-724-5004 Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance products are offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC.Cetera is under separate ownership from any other named entity.

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Iron Tree Financial

Episodes

Planning for TAXES (w/ DAVE STACKROW) 17.03.2022 49:08

Well, it's that dreaded time of year again. It's TAX SEASON ! And what better way to ease into it than to listen to this episode with some timely tips and advice from one of the Capital District's most respected CPA's, Dave Stackrow from SCOTT, STACKROW & CO. PC. The guys discuss the different options regarding filing, how and when filing can affect other decisions down the...

All Things "BENEFICIARY" 02.03.2022 38:17

This is our introductory episode, where the guys discuss the importance of having your beneficiaries lines up, the proper paperwork in place should something happen, and why it's important to have a relationship with a trusted advisor to help guide you through these and other steps Iron Tree Financial 1-8444-444-YTYM www.irontreefinancial.com