business
business · EN-US
Welcome to CVFG's Podcast , the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your retirement nest egg, or navigating the complexities of taxes, we've got you covered. Tune in for expert advice on investing, saving, and securing your financial future, with practical tips and actionable insights to help you make the most of your money. From budgeting basics to advanced strategies, CVFG's Podcast is your go-to resource for mastering your finances—no matter where you are in your journey! Located in Shelbyville, Indiana https://corevisionfg.com/schedule-an-appointment Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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Contact path
Verified email
Booking probability
26%
Guest openness
Selective
Sign up to generate a grounded pitch for coreVISION Financial Group's Podcast.
Signup to Generate a PitchWelcome to CVFG's Podcast, the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your retirement nest egg, or navigating the complexities of taxes, we've got you covered.
Recent episodes include "Beau Browning Joins Brett Rice to Discuss Rollover Options" (31 March 2026, 27 minutes), "Gary Nolley and Ashley Livezey (Compass Insurance Group) join coreVISION to Discuss Medicare" (27 February 2026, 45 minutes), and "2026 Contribution Limits with Joe Heller" (26 January 2026, 16 minutes).
coreVISION Financial Group's Podcast publishes roughly monthly, with episodes averaging 25 minutes across 15 episodes.
Booking probability for coreVISION Financial Group's Podcast is 26%, and the host is rated Selective on guests. coreVISION Financial Group's Podcast requires a Pod Score of 80 or higher. coreVISION Financial Group's Podcast's contact route on record: verified email.
The strongest fits for coreVISION Financial Group's Podcast are Investment Banking & Trading and Investing & Wealth Management. coreVISION Financial Group's Podcast has a business audience.
coreVISION Financial Group's Podcast is a business podcast with 15 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #3
<p>Beau Browning Joins Brett Rice to Discuss Rollover Options</p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered...
Episode #2
<p>Gary Nolley and Ashley Livezy from Compass Insurance Group join Brett Rice to discuss Medicare and how it works. #coreVISIONCrew #weretirepeople <br/><br/>To learn more about Compass, head over to their Facebook page...
Episode #1
<p>Joe Heller joins Brett Rice on the podcast to discuss changes to 2026 contribution limits. #corevisioncrew #WeRetirePeople</p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered...
coreVISION Financial Group's Podcast
<p>Caden joins Brett on the podcast to discuss how to get started in budgeting at a young age. </p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA...
Episode #4
<p>Brett Rice and Andrea Lee discuss financial literacy and topics that should be important to learning more about your finances. </p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice...
coreVISION Financial Group's Podcast
<p>Andrea Lee joins Brett Rice on the podcast to discuss women investing psychology. #coreVISIONcrew</p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA...
Episode #2
<p>Grant Reeves, Attorney and Financial Advisor, joins the podcast to discuss financial scams and how to help senior citizens avoid them. </p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment...
coreVISION Financial Group's Podcast
<p>Brent Thoman joins Brett Rice to discuss Capital Gains realized, unrealized long term, short term and tax implications on them. #coreVISIONCrew #WeRetirePeople</p><p>Securities offered through LPL Financial, Member...
coreVISION Financial Group's Podcast
<p>Where should you start when building a budget and what resources are needed? #coreVISIONCrew #WeRetirePeople</p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG...
Episode #1
<p>Beau Browning joins Brett Rice to discuss investing pitfalls and the emotional decision making that comes along with it.</p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered...
coreVISION Financial Group's Podcast
<p>Jason Pike joins Brett Rice on the podcast to discuss how the recent Federal Reserve interest rate cuts impact your personal finances.</p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment...
coreVISION Financial Group's Podcast
<p>Andrea joins the podcast to discuss a new option with your 529 accounts, rolling them into a Roth IRA. </p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC...
coreVISION Financial Group's Podcast
<p>Beau Browning discusses the current state of the coreVISION Firm for 2024.</p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group...
Episode #5
<p>Grant Reeves joins Brett Rice as they discuss the importance of beneficiary designations. </p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION...
Episode #3
<p>Jason Pike shares details on the importance of withdrawal rates in retirement and other factors that you need to be aware of.</p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice...
Episode #2
<p>Brent and Brett discuss many common scams that people see today.</p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a...
Episode #1
<p>Brett Rice discusses how to get started with budgeting.</p><p>Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered...
Recent guests on coreVISION Financial Group's Podcast. Study who booked and why before you pitch.
author of Body Image, Fragile X Society of New Zealand
Author of A Soldier Against All Odds, Royal Cornell Accountants
Compass Insurance Group
PitchCentric classifies coreVISION Financial Group's Podcast under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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