Welcome to the Mind on My Money podcast presented by Pinnacle Trust.

Hosted by Rebelgrove.com publisher Neil McCradie and Pinnacle Trust financial guru Martin Palomo.

The Mind on My Money podcast tackles the financial questions we're all thinking about.

From paying for college to saving for retirement, from life insurance needs to 401Ks and everything in between.

The goal is to help you take the stress out of financial concerns and give you some tips to enjoy

life while your mind is on your money. Now here are your hosts, Neil McCready and Martin Paloma.

Welcome to another edition of Mind of Money presented by Pinnacle. I'm Neil Mc McCready. Mark Milo with me here today as well. It's going to be kind of an abbreviated show. We're both in tight windows. Martin's got a lot of stuff going on. I've got a lot of stuff going on, so we'll hit some big topics and then say goodbye for the weekend. I'll tell you real quickly, I'm in the Clark Ford Studio 662-257-1900.

And Martin, before we get rolling, tell the people about Pinnacle.

Yeah, man.

Man, the story is continuing.

We are transitioning to our new custodian, Schwab, a lot of really exciting things going on here.

I'm happy to say we are almost complete with the transition, and I will, I've never been happier to have

something behind me. But one of the things we've been able to do is upgrade our technology,

you know, our planning tools, our port tools and really trying to serve, you know, trying to serve our client at a maximum level and being able to chop things up the way they want to see it.

So, you know, a lot of people do this on their own.

They don't really know where they are.

They don't benchmark themselves.

They don't know if they're on track.

It's kind of like just throwing darts at the dartboard and hoping that something sticks.

And so, I mean, I would say to people, if that's been you and you don't know whether you're on track or not to reach your goals, that's where we can add the most value.

And you can reach us at 601-957-0-3-3-2-3 or info at my p-I-N-N-Walth.com.

Okay, there's a lot I want to get to. There's no way we can get to all of it. And I know it's the end of

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