coreVISION Financial Group's Podcast

coreVISION Financial Group
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Welcome to CVFG's Podcast, the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your retirement nest egg, or navigating the complexities of taxes, we've got you covered. Tune in for expert advice on investing, saving, and securing your financial future, with practical tips and actionable insights to help you make the most of your money. From budgeting basics to advanced strategies, CVFG's Podcast is your go-to resource for mastering your finances—no matter where you are in your journey!  Located in Shelbyville, Indiana https://corevisionfg.com/schedule-an-appointment Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

Episodes

  1. 10/24/2025

    How to Get Children Started in Budgeting with Brett Rice and Caden Claxton

    Caden joins Brett on the podcast to discuss how to get started in budgeting at a young age.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

    24 min

  2. 04/30/2025

    Brett Rice Discusses Financial Literacy with Andrea Lee

    Brett Rice and Andrea Lee discuss financial literacy and topics that should be important to learning more about your finances.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

    37 min

  3. 04/08/2025

    Andrea Lee Discusses the Psychology of Women's Investing with Brett Rice

    Andrea Lee joins Brett Rice on the podcast to discuss women investing psychology.  #coreVISIONcrew Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

    27 min

  4. 03/03/2025

    Grant Reeves joins Brett Rice on the Podcast to Discuss Avoiding Senior Scams

    Grant Reeves, Attorney and Financial Advisor, joins the podcast to discuss financial scams and how to help senior citizens avoid them.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

    21 min

  5. 01/30/2025

    Beau Browning Talks about Investing Pitfalls with Brett Rice

    Beau Browning joins Brett Rice to discuss investing pitfalls and the emotional decision making that comes along with it. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

    31 min

  6. 10/24/2024

    Jason Pike and Brett Rice Talk Federal Reserve Interest Rate Cuts

    Jason Pike joins Brett Rice on the podcast to discuss how the recent Federal Reserve interest rate cuts impact your personal finances. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

    31 min

  7. 08/21/2024

    Andrea Lee Joins Brett Rice to Discuss 529 to Roth Conversions

    Andrea joins the podcast to discuss a new option with your 529 accounts, rolling them into a Roth IRA.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

    16 min

  8. 06/20/2024

    Beau Browning Joins Brett Rice to Discuss the State of the Firm 2024

    Beau Browning discusses the current state of the coreVISION Firm for 2024. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

    27 min

  9. 05/30/2024

    Grant Reeves Discusses Beneficiary Designations with Brett Rice

    Grant Reeves joins Brett Rice as they discuss the importance of beneficiary designations.   Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

    15 min

  10. 04/18/2024

    Jason Pike joins Brett Rice to Discuss Withdrawal Rates in Retirement

    Jason Pike shares details on the importance of withdrawal rates in retirement and other factors that you need to be aware of. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

    15 min

  11. 02/26/2024

    Brent Thoman joins Brett Rice to Discuss Common Financial Scams

    Brent and Brett discuss many common scams that people see today. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

    17 min

  12. 01/29/2024

    Brett Rice Discusses Budgeting Basics

    Brett Rice discusses how to get started with budgeting. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

    15 min
  • 12 Episodes

About

Welcome to CVFG's Podcast, the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your retirement nest egg, or navigating the complexities of taxes, we've got you covered. Tune in for expert advice on investing, saving, and securing your financial future, with practical tips and actionable insights to help you make the most of your money. From budgeting basics to advanced strategies, CVFG's Podcast is your go-to resource for mastering your finances—no matter where you are in your journey!  Located in Shelbyville, Indiana https://corevisionfg.com/schedule-an-appointment Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

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