Interviews

Scott Bishop on The Secure Act

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Wednesday, December 18th, 2019

Scott Bishop, Director of Financial Planning for STA Wealth Management takes a deep dive into the SECURE Act. (Setting Every Community Up for Retirement Enhancement Act) The episode features an interview with Congressman Kevin Brady. 1– Eliminates the age limit for making traditional IRA contributions 2 – Increases the RMD age to 72 3 – Read More
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Christopher Masters

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Monday, September 9th, 2019

Scott Bishop, Executive Vice President of Financial Planning for STA Wealth Management hosts a special edition of STA Money Hour with guest Chris Masters, CPA. Chris is the Managing Shareholder for the Houston office of Doeren Mayhew CPAs and Advisors. Scott and Chris have worked with several clients in terms of business succession planning and exit Read More
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Cameron Huddleston

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, September 6th, 2019

Scott Bishop, Executive Vice President of Financial Planning for STA Wealth Management hosts a special edition of STA Money Hour with journalist Cameron Huddleston, Life + Money columnist for GOBankingRates. On today’s show, we will discuss Cameron’s new Book called “Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances.” Read More
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Kevin Brady

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Tuesday, August 27th, 2019

Scott Bishop met with Congressman Kevin Brady today in studio to talk about the S.E.C.U.R.E. Act. Congressman Brady is the prior Chairman and is currently the lead Republican on the House Ways and Means Committee (that is in charge of tax law). Earlier this year, the House of Representatives passed the S.E.C.U.R.E. Act that focuses Read More
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Ana Maria Gonzalez Wood, JD, CFP®, CLU®, CHFC®

Written by Luke Patterson | Tuesday, July 9th, 2019

Luke Patterson visits with Ana Maria Gonzalez Wood, JD, CFP®, CLU®, CHFC® and discusses topics including estate planning, tax and investment strategies, long-term goals and achievable objectives.
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Burl B. East III, CFA

Written by Max Gains | Tuesday, June 25th, 2019

On the STA Money Hour, Max Gains spoke with special guests Burl East and Jimmy Harper about the upcoming Democratic debates and what could happen to the economy with a Democrat retaking the White House. Burl discussed the Altegris funds and the types of real estate properties they look for. They also covered the massive Read More
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