Ep. 175 – Beneficiary Designations – What You Need to Know
Have you been wondering whether to do a beneficiary and how to do it? There are different accounts that require you to have beneficiaries...
Ep 168 – Where Is My Episode?
Over the last couple of years, we’ve covered many topics on investing and retirement planning. We have a whole library of information on ...
Ep.160 – Wine Down – 6 Considerations for Your Estate Plan
When it comes to estate planning, some things are essential and required at all times to simplify the process for your family when you’re...
Ep. 156 – Lynne Bowman – Brownies for Breakfast
How conscious are you about what you eat? Your health is indeed your wealth; staying healthy is one of the best financial strategies you ...
Ep. 145 – Angelina Carleton – Designing Your Legacy
What does your legacy mean to you? How do you want to approach designing your legacy to be impactful? Having a legacy means knowing yours...
Ep. 135 – How to Create an Estate Plan Without the Stress
Do you find the idea of creating an estate plan overwhelming and time-consuming? It is crucial that we make time with our spouses and hav...
Ep. 109 – Chess Griffin – Special Needs Trust – What You Need to Know
Do you have plans to set up a special needs trust for your child or a loved one? A special needs trust is a special type of trust s...
Ep. 102 – College Planning Using a 529 Plan
Have you been thinking of how to start saving for your child’s or grandchild’s college education? How about setting up a 529 Plan? A 529 ...
Ep. 86 – Life Insurance in Retirement
Do you need life insurance in retirement or not? What type of life insurance would best suit you? Whatever your stance is regarding wheth...
Ep. 73 – Chess Griffin – Do You Need a Trust
Have the thought of having a trust ever crossed your mind? But do you really need a trust? It is important to understand the differ...
Ep. 70 – How To Leave Money To The Next Generation
Have you been thinking “I’ve been saving and I’d like to leave some money behind.”? But then you’re confused on the process to follow wit...
Ep. 67 – Wine Down – Estate Planning – Long Term Care and More
What are your biggest concerns when it comes to retirement planning? It’s fun and exciting to think about the trips you might take or the...
Ep. 187 – Fixed Annuities – Best Rates in Over a Decade
Ep. 186 – Structured Notes – Frequently Asked Questions
Ep. 185 – Steven Jarvis, CPA – 2022 End-of-Year Tax Strategies