Our Podcast
Each week, our advisors break down the latest financial headlines in quick, easy-to-digest episodes. You’ll hear unbiased commentary on the current markets while getting to know our team of advisors.
YOUR ADVISORS ON DEMAND.
Recent Episodes
Attend an Educational Event
We believe feeling empowered in your financial life begins with feeling educated. We regularly provide complimentary educational seminars, where you can get answers to your questions. Sign up for the next opportunity here:
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8 Questions to Ask Yourself Before You Retire
A Guide for Calculating How Much Money You’ll Need in Retirement
A Practical Guide to Early Retirement Planning
4 Simple Retirement Withdrawal Strategies
A Crash Course on Capital Gains Tax
Our Blog
Our blog is designed to keep you connected with the Mach 1 team.
Here, you’ll find expert market commentary, updates about office happenings, and the latest company news.
Stay in the know by reading a recent article here:
Content Library
Our Market Moment YouTube channel is full of educational videos for you to enjoy. Our advisors provide useful information that may be helpful as you navigate your financial life.
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Recent Episodes
Mission Focused. Purpose Driven.
As a fighter pilot for the U.S. Air Force, Mach 1 founder David Lee learned the importance of discipline, planning and pursuing goals no matter the obstacles. In his first book, “Mission Focused. Purpose Driven.,” David explains how he now uses those virtues and traits to help clients:
- Develop clearly written goals
- Understand the importance of tax planning
- Decide whether certain financial tools are right for them
- Find a meaningful purpose
- And much more!