In this episode, John and Thomas sit down with Matt Lovett, Chief Compliance Officer at Brookstone Capital Management, to explore the crucial role compliance plays in financial advising. With over 30 years of experience, Matt shares how fiduciary advisors prioritize transparency, rigorous product evaluation, and regulatory adherence to protect clients' interests. Get a behind-the-scenes look at the processes that keep your investments secure and aligned with your financial goals!

In this episode of the Retire Happy Podcast, we’re joined by Bruce Wehner, Chief Cash Flow Strategist and lead advisor for e3 Wealth, to explore the high-level considerations of oil and gas investments as a potential tax mitigation strategy. While these investments carry a significant degree of risk, Bruce offers insights into how they can fit into broader tax planning and financial management strategies. Tune in for a great overview of the benefits, risks, and key questions to discuss with your financial team before considering this area of investing.