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In the Media


Winston and Shane Stevenson are your trusted co-pilots, guiding you through the turbulence of financial planning with the latest financial insights, tips and best practices on preparing for retirement and more. Wherever you are on your financial journey, they can help you navigate toward a comfortable retirement.

Check out Winston & Shane Join Tom Hegna on the "Financial Freedom with Tom Hegna" Podcast

Tom Hegna, a renowned Author, TV Show Host, Speaker, and leading Economist with over 30 years of experience in helping people save and spend wisely, is bringing a fresh perspective to financial discussions. What's unique about Tom's approach is his focus on Main Street financial advisors. Instead of insights from Wall Street, our listeners will hear practical and straightforward conversations centered around effective money management and wealth accumulation strategies. In his latest episode, Tom is joined by Winston and Shane Stevenson.

Tips for Investing in an Uncertain Market

Why is the Stock Market Dropping in 2025?

6 Ways to Jumpstart Your Child's Retirement Savings Now, Expert Tips for Parents

What will Trump Administration Tariffs Mean for Regular Americans?

Three Big Changes Coming to Taxes in 2025!

Financial and Retirement Considerations as we Approach the Holidays

How a Trump Presidency Affects our Taxes?

Five Key Steps to for Retirement Planning in 2024-2025

Global Markets Suffered on Monday,
August 5th

How the Biden 5% Rent Increase Cap Could Actually Help Arizonans

How to Begin Investing

The Reverse Boomerang Effect

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check Out Winston Stevenson On The 5 Essentials for Smart Investing

Taxable or tax-free investing. When your investment strategy pays off, how do you want to experience the profit? Do you want to pay taxes on the investments now, or when you withdraw the money in retirement? In other words, do you want your investments to be taxable now, when it's believed taxes and expenses are lower than they will be in the future, or would you rather pursue tax-free investing? A tax-free dollar will clearly be worth more than one on which you must pay a tax.

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