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Wealth and Wisdom Podcast: Episode 2

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | August 11, 2025
Wealth & Wisdom Podcast: Episode 1
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Wealth and Wisdom Podcast: Episode 1

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | August 4, 2025
Wealth & Wisdom Podcast: Episode 1
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One Big Beautiful Bill Act

By Brian Cochran, Financial Planner | CFP® | CKA® | July 11, 2025
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Lessons and Principles from the Last Three Years

By Brian Cochran, Financial Planner | CFP® | CKA® | March 1, 2024

At John Moore Associates, we believe in educating our clients and empowering them with financial knowledge to become better stewards of their own wealth and resources. Our commitment to generosity extends to our insights, which we offer freely, because the better educated you are as a steward, the better your financial decisions. In this video,…

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The SECURE 2.0 Act and Your Retirement

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | March 31, 2023

The SECURE 2.0 Act introduces more than 90 changes to the rules around retirement savings. Many of these changes create opportunities and add flexibility, but they may also introduce greater complexity to your financial plan. With so many new changes set to roll out over the next few years, it’s easy to get overwhelmed. What’s…

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Recent Posts

  • Wealth and Wisdom Podcast: Episode 32
  • Reflections from the Kingdom Advisors Conference 2026
  • Wealth and Wisdom Podcast: Episode 31
  • Wealth and Wisdom Podcast: Episode 30
  • Wealth and Wisdom Podcast: Episode 29

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