Changing Times

In this week’s episode of the Eagle’s Nest Webcast: Taylor Leary, Keith Weinman are joined by Dave O’Rourke, president of Sofos Investments, Inc.

Goldbugs Rejoice!

In this week’s episode of the Eagle’s Nest Webcast: Taylor Leary takes a look at the appeal of gold as an investment in the current market environment.

How to Fight the IRS and Win

In this week’s episode of the Eagle’s Nest Webcast: Taylor Leary and Keith Weinman are joined by Mike Wallen of Highland Tax Group. They discuss strategies for overcoming conflicts with the IRS.

The Top Four Mistakes to Avoid When Filing for Federal Retirement

In this week’s episode of the Eagle’s Nest Webcast: Kelly St. George and Bruce Larsen explain the four biggest planning mistakes that federal employees make, along with temporary orders that could impact your planning if you don’t understand the rules!

The Eagle’s Nest Webcast: Did The Pandemic Kill The Real Estate Market?

In this week’s episode of the Eagle’s Nest Webcast: Taylor Leary and Keith Weinman are joined by Stuart Crowell, a leading real estate agent with Liv Sotheby’s International Realty in Denver. Stuart has deep industry knowledge and experience and will provide you with first-hand expertise on how the pandemic is affecting the real estate industry. 

The Eagle’s Nest Webcast: The Alphabet Soup of an Economic Recovery

In this week’s episode of the Eagle’s Nest Webcast: Taylor Leary and Keith Weinman are joined by Dr. Michael Busler, a professor, economist, public policy analyst, writer, and entrepreneur. Taylor and Keith ask Dr. Busler for his insight on what shape the economic recovery might take and could happen in the coming weeks and months.

The Loveland Experience

In this episode of the Eagle’s Nest podcast: Keith Weinman and Laura give an inside look at what goes on at Presidential Wealth Management’s Loveland office and why their teamwork, contributions, and personalities are so valued by our clients and the rest of the Presidential family.

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Latest Job Report Numbers, Market Climbs to New Highs, New Proposal on Estate Tax Exemptions

Episode 50 of The Eagle’s Nest podcast: Jason McBride and Bruce Larsen discuss the just-released jobs report data, the big jump in the market, and a new proposal to reduce estate tax exemptions.

If There’s a Recession Coming, Nobody Told the Market: Friday the 13th Edition

Episode 44 of The Eagle’s Nest podcast: It’s Friday the 13th! Taylor Leary and Jason McBride discuss the strength of the market, rumors of an upcoming recession and the move to privatize Fannie Mae and Freddie Mac.

Women, Money, and Power

Women, Money, and Power is a presentation and dinner event for women, by women. learn who you are financially and why you need a financial plan.

Special Needs Planning Class: May 11th or May 15th

This class provides knowledge, tools and strategies from 4 professionals specializing in aiding families with children with disabilities to help you provide the long, happy life you dream of for your special needs child.

The Eagle’s Nest Podcast: Are You Getting Hoodwinked When Applying For Your Social Security Benefits?

In Episode 19 of The Eagle’s Nest, Jason and Bruce look at a serious issue: individuals going to the Social Security office and being given misleading or outright false information that negatively impacts their retirement benefits.

Special Needs Planning Class: March 16th

This class provides knowledge, tools and strategies from 4 professionals specializing in aiding families with children with disabilities to help you provide the long, happy life you dream of for your special needs child.