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Podcast: $145 Trillion Is "Boring"? Bonds Explained
The global bond market is nearly three times the size of the US stock market, yet many don't know how it actually works. Sonoma Wealth Managing Principal Chris Sipes joins Marketing Director Dano...
Podcast: The RMD Trap
Your RMD isn't just a withdrawal — it's the IRS setting off a chain reaction that can spike your Medicare premiums, tax your Social Security, and wipe out the charitable giving move you didn't even...
Podcast: This Man Is Holding $20k
If you had $55,000 cash, buying 10 unopened boxes of used video games probably wouldn't be the first investment you'd choose. But when you're Jason and Rebecca Moorhouse of Petaluma, you have a...
Podcast: Keeping Millions Sparkling
Protecting millions in luxury automobiles and millions in real estate takes two qualities- precision and trust. We are excited to share the entrepreneurial stories of Ivan Jimenez of Sonoma Auto Spa..
Podcast: How New Fed Affects Mortgages
Kevin Warsh is the new Fed chair, and real estate buyers (and sellers) want to know what that means for mortgage rates. In his first Fed Meeting this week, rates held, with 9 governors indicating...
Podcast: Trump Accounts - A Win For Grandkids?
Last summer Congress created a brand new savings vehicle for minors called the “Trump Account” or 530A account. For families building generational wealth, the rules might not be what you'd expect...
Podcast: Inside Ag Business with Serres Ranch
Wine, blueberries and construction- chances are you’ve experienced Serres Ranch in the last 100 years in Sonoma County. A Farm Bureau Farm Family Of The Year, the Serres family has become a pillar...
Podcast: Are Taxes Crushing Your Gains?
Taxes for most people- a First Quarter event, an exercise in document-gathering and submitting to your CPA by a deadline. Then your CPA tells you what new deductions you get, and that's it. But...
Podcast: What The Marines Taught Me About Finance
Physical fitness, crisply-made beds, chopping with high knees and precise execution are foundational principles that could get you through basic training in the United States Marine Corps. But what c
Podcast: Is Your Data A Financial Asset?
What happens when your business server with all your books gets hacked? Hard drive with all your crypto goes 'click click click'? Tech becomes finance, fast. Who do you call?