Smarter You Series – Medicare: Proactively Planning for Health Care Costs in Retirement
by Brandon Miller on Feb 18, 2020
The first installment of our 2020 Smarter You Series discusses all things Medicare.
2020 Market Update Call
by Brandon Miller on Jan 16, 2020
A look back at the ascent stocks made during 2019 and some of the key economic developments of the year.
SMARTER YOU SERIES - PHILANTHROPIC CHARITABLE GIVING
by Brandon Miller on Dec 10, 2019
What do you want your money to accomplish and what would you like your legacy to be?
MoneySmarts - A 199A Tax Deduction
by Brandon Miller on Oct 30, 2019
This event from our Money Smarts series focused on the rules of Section 199A of the recent tax reform law.
Smarter You Series - Aging: Process and Strategy
by Brandon Miller on Aug 12, 2019
The aging conundrum: whether a solo ager or with a familial circle of support – creating a long term care plan: living...
Healthy Hacker Financial Planning Podcast
by Brandon Miller on Aug 1, 2019
Brio's COO, Abraham Martinez sat down with the Chris Hunt of the Health Hacker Podcast.
Client Conference Call - Estate Planning Discussion
by Brandon Miller on Jul 18, 2019
We had our wonderful Estate Planning Attorney partners, Loulena Miles and Miguel Torres join us to discuss the ins and...
Smarter You Series - How to Talk to Children about Money
by Brandon Miller on Jul 15, 2019
This recording provides suggestions for teaching your kids about money—including how to save and invest it—at all ages...
Smarter You Series - Employee Equity Compensation
by Brandon Miller on Jun 14, 2019
Aubrey Hone, JD/LLM, joined Abraham Martinez, CFP, to discuss how they plan Employee Stock Purchase Plan (ESPP)...
Horizons 10th Annual LGBTQ Golf Fore Good Event
by Brandon Miller on Jun 11, 2019
We enjoyed participating as the Presenting Sponsor for this FUN event!