Watch Now:
Looking Back, Looking Ahead: What's Next For 2023
Time Stamps:
- 00:00-01:15 - Intros and overview
- 01:16-09:14 - Year 2022 in review
- 09:15-19:49 - Financial planning tips
- 19:50-29:59 - Investment update
What you will learn:
Join us for a conversation reviewing the 2022 investment landscape, sharing our team and company highlights, and advising on financial planning action steps for 2023.
We'll discuss:
-
The 2022 financial and investment landscape
-
2022 Burney Wealth Management team and company updates
- Financial and investment action steps for 2023
If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at info@burneywealth.com.
Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.

Understanding the One Big Beautiful Bill Act (OBBBA): What High Net Worth Families Need to Know
Watch or listen to the episode below:
Imagine trying to lift a stack of tax law that’s nearly as thick as a phone book (remember those?). Welcome to the world of the One Big Beautiful Bill Act—affectionately known as the OBBBA. This latest tax legislation is so hefty, it could give the...

The New Tax Bill and Your Investment Risk: What Actually Matters | Long Story Short Podcast Ep 3
Watch or listen to the episode below:

Why Market Headlines Don't Tell the Whole Story | Long Story Short Podcast Ep 2
Watch or listen to the episode below:

Lowell Pratt Interviewed on the Long Story Short Podcast | 40 Years in Wealth Management
Lowell Pratt was featured on episode 1 of Long Story Short. Watch or listen to the episode below:

3 Steps to Actively Manage Your Taxes in 2025
Proactively managing your tax situation can be a daunting task, but it is essential for financial stability and building long-term wealth. There are many ways to actively manage your taxes, and in this blog post we’ll discuss three specific steps you can take to ensure you are maximizing your tax...