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

Josh Bascom

Josh is the Associate Rector at Christ Episcopal church in Charlottesville, Virginia. Josh was born and raised in Charlottesville, but first arrived at Christ Episcopal Church in 2010 to join the Fellows Program and work as the parish Urban Missioner. After attending seminary and working for a summer at Trinity Episcopal Church in Charlottesville, Josh joined the staff at Christ Episcopal Church in the Fall of 2016 and now serves as Associate Rector. His ministry focuses on the Seniors and Young Adults of the parish, as well as Pastoral Care and Worship/Lay Ministry coordinating. Josh graduated from Hampden-Sydney College in 2010 with degrees in History and Political Philosophy and received his Master of Divinity degree from Duke Divinity School in 2016. He is married to Courtney and together they have three children. 

https://substack.com/@crossstreet

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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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