Be sure to click on the "Contact" page to reach out to Garrett directly
April 7, 2023

Your Research Guide with Leeann Schultz and Jim Butler

Your Research Guide with Leeann Schultz and Jim Butler
Apple Podcasts podcast player badge
Spotify podcast player badge
Google Podcasts podcast player badge
Castro podcast player badge
RSS Feed podcast player badge

We often talk a lot about doing your own research when it comes to investing and finances. But, that is often easier said than done. I get a lot of questions from people asking where there should start when it comes to doing research for investments, planning, estate, and many other planning aspects. In this episode, we invited Jim Butler, Partner and Director with Marcum Wealth, and Leeann Schultz, Chief Compliance Office for Marcum Wealth, to discuss research and where to begin.

Please be sure to head over to our website at to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!