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The Hollander Group Podcast

Jul 21, 2020

In this episode, Tricia and Teri speak with Linda Grant Smith, CPWA, CFP, who is a Regional Financial Planner with Baird. Listen as the three define and discuss various details of Roth Conversions and how they may benefit your overall financial plan. 

Jun 30, 2020

The Hollander Group had the pleasure of discussing evidence based investing and crafting your lifeboat, as well as other behavioral finance strategies with Michael Antonelli, Market Strategist - Baird Private Wealth Management.