Kaz's Korner
Financial insights for life, no textbook required.
The views depicted in this material are for information purposes only and are not necessarily those of Convergent Financial Partners. They should not be considered specific advice or recommendations for any individual. Neither Convergent Financial Partners nor any of its representatives may give legal or tax advice.
Episodes
5 episodes
Beyond Investments: How Financial Planners Bring It All Together
In this episode of Kaz’s Korner, host Adam Kazinec sits down with Jason Bowers, Director of Financial Planning at Convergent Financial Partners, to unpack one of the most misunderstood topics in personal finance: the real difference be...
•
Season 1
•
Episode 5
•
58:35
From Wills to What-Ifs: Real Talk on Estate Planning
In this episode, Adam Kazinec sits down with estate planning attorney Stephanie Eban to break down what estate planning really means, who needs it, and why it’s often overlooked or misunderstood.Key Highlights:Estat...
•
Season 1
•
Episode 4
•
53:52
The Tax Storm of 2025: Your Financial Survival Guide
In this timely episode of Kaz's Korner, host Adam Kazinec and guest expert Blaise Stevens, Managing Member of Strategic Advisory Partners, prepare listeners for the approaching tax changes of 2025-2026. As the potential sunset of the 2017 Tax C...
•
1:09:05
Understanding Employee Benefits: A Strategic Approach for Business Success
In the latest episode of Kaz's Korner, host Adam Kazinec sits down with Kosta Fred Bozzuto, a certified employee benefit specialist from KF Benefits, to dive deep into the world of employee benefits. With open enrollment season approaching, thi...
•
Season 1
•
Episode 2
•
1:15:35
Beyond the Down Payment: Real Talk About Home Buying in 2024
Ever wondered if you really need that 20% down payment, or why your real estate agent might not be your first call when house hunting? In this episode of Kaz's Korner, host Adam Kazinec sits down with senior mortgage lender Zach Davidson for a ...
•
Season 1
•
Episode 1
•
1:03:43