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.
Beau Browning Joins Brett Rice to Discuss Rollover Options
Beau Browning Joins Brett Rice to Discuss Rollover Options 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.
27 Feb 2026
Gary Nolley and Ashley Livezey (Compass Insurance Group) join coreVISION to Discuss Medicare
Gary Nolley and Ashley Livezy from Compass Insurance Group join Brett Rice to discuss Medicare and how it works. #coreVISIONCrew #weretirepeople To learn more about Compass, head over to their Facebook page here: https://www.facebook.com/CompassInsShelbyville 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 en...
26 Jan 2026
2026 Contribution Limits with Joe Heller
Joe Heller joins Brett Rice on the podcast to discuss changes to 2026 contribution limits. #corevisioncrew #WeRetirePeople 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.
24 Oct 2025
How to Get Children Started in Budgeting with Brett Rice and Caden Claxton
Caden joins Brett on the podcast to discuss how to get started in budgeting at a young age. 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.
30 Apr 2025
Brett Rice Discusses Financial Literacy with Andrea Lee
Brett Rice interviews Andrea Lee about financial literacy, highlighting key concepts for listeners to improve their understanding of personal finances.
8 Apr 2025
Andrea Lee Discusses the Psychology of Women's Investing with Brett Rice
Andrea Lee joins Brett Rice on the podcast to discuss women investing psychology. #coreVISIONcrew 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.
3 Mar 2025
Grant Reeves joins Brett Rice on the Podcast to Discuss Avoiding Senior Scams
Attorney and Financial Advisor Grant Reeves informs Brett Rice about prevalent financial scams targeting senior citizens, offering strategies to protect vulnerable individuals in this interview.
30 Jan 2025
Beau Browning Talks about Investing Pitfalls with Brett Rice
Beau Browning discusses common investing pitfalls and the role of emotional decision-making with Brett Rice in this interview.
24 Oct 2024
Jason Pike and Brett Rice Talk Federal Reserve Interest Rate Cuts
Jason Pike and Brett Rice analyze the Federal Reserve's interest rate cuts and their potential effects on personal finances in this interview.
21 Aug 2024
Andrea Lee Joins Brett Rice to Discuss 529 to Roth Conversions
Andrea Lee explains to Brett Rice the process of converting 529 accounts into Roth IRAs, providing listeners with a new savings strategy in this interview.
20 Jun 2024
Beau Browning Joins Brett Rice to Discuss the State of the Firm 2024
Beau Browning joins Brett Rice to review coreVISION Financial Group's performance and strategies for 2024 in this interview episode.
30 May 2024
Grant Reeves Discusses Beneficiary Designations with Brett Rice
Grant Reeves joins Brett Rice as they discuss the importance of beneficiary designations. 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.
18 Apr 2024
Jason Pike joins Brett Rice to Discuss Withdrawal Rates in Retirement
Jason Pike informs Brett Rice about the critical role of withdrawal rates in retirement planning, offering listeners essential awareness for financial security in this interview.
26 Feb 2024
Brent Thoman joins Brett Rice to Discuss Common Financial Scams
Financial advisor Brent Thoman informs host Brett Rice about prevalent financial scams, providing listeners with essential knowledge to protect their investments in this interview.
29 Jan 2024
Brett Rice Discusses Budgeting Basics
Brett Rice explains fundamental budgeting techniques for listeners to gain control of their finances.
Who has been a guest on coreVISION Financial Group's Podcast
Names identified in recent episode analyses. Showing up to five guests.
Andrea Lee
Grant Reeves
Beau Browning
Jason Pike
Brent Thoman
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
5,793
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
1 ratings
Podcast Authority Score: 18 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
9
Social presence
0
YouTube
68
Engagement
0
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Guest appearances
Books guests
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