Mike Nesheim explores current gift tax limits and related financial planning topics. Discover ways to maximize your wealth transfer potential while optimizing for tax liabilities.

If you’re considering buying a new car within the next few years, this podcast is for you. For many clients, a new car purchase is a significant financial decision. Senior wealth advisor Mike Nesheim, CFP®, talks through several aspects of car buying.

Are annuities a boon or a bane for your portfolio? When is it wise to hold onto an annuity, and when might it be time to let go? Vector’s Mike Nesheim discusses annuities. (podcast)