Contributors

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Co-host

Colin Page

Colin Page is a financial planner and wealth manager. He is the founder of Oakleigh Wealth Services in Charlottesville, VA where he meets with clients in person or virtually with clients across the country.

https://www.oakleighwealth.com/
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Co-host

Taylor Stewart

Taylor Stewart is a financial planner, wealth manager, and author. He is the founder of Ataroke Wealth in McKinney, TX where he meets with clients in person and virtually with clients across the country.

https://www.ataroke.com/

Guests

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Guest

Margo Steinlage

Margo is the President of Steinlage Insurance Agency.


With 14 years of health insurance industry experience, complemented with a law degree from St. Louis University School of Law, Margo Steinlage Kreider has become a nationally recognized Medicare Expert presenting to professional organizations like FPA Tampa Bay/St. Louis/ DC National Chapters and SHRM, prominent RIAs, and many more.


Margo is a trusted resource for thousands of clients and works with advisors, HR Leaders, accountants and estate planners across the country to integrate medicare education and planning into their retirement discussions.

https://steinlageagency.com/

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