estate planning

To Trust Or Not To Trust… Are They Right for You?

To trust or not to trust… that is the question we’re tackling in this week’s episode. Trusts are often surrounded by misconceptions. Many believe they are only for the wealthy or that they complicate financial planning. But what’s the truth of the matter? Should you have one?

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Retirement Planning for High-Net-Worth Individuals

In today’s episode, we’re taking a close look at high-net-worth individuals – those who have accumulated significant wealth and face unique challenges and opportunities when planning for retirement. Unlike the average person, their financial considerations go beyond the basics. We’ll explore the distinct strategies and factors that come into play when securing a comfortable and prosperous retirement.

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Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid

In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.

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Ep 171: 5 Beneficiary Mistakes – Are You Accidentally Spoiling Your Retirement Plan?

For some people, leaving a legacy is one of the most important goals for their financial plan. Not only do they want to leave as much as possible, but they also want to make sure those assets go to their intended beneficiaries.

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Ep 132: Reasons You SHOULD Get Life Insurance

The idea of a podcast on life insurance might not sound like the most exciting topic, but we’re going to put a positive spin on it today and tell you why you should get it. Or at the least, consider adding it to your portfolio. Life insurance can serve many different purposes for financial needs and we’ll share a few you might not have thought of on this episode.

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Ep 54: Do You Need a Trust?

Is a trust something everyone has or just the really wealthy? Do you need it as a part of your estate plan?

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Ep 53: This One is On The House

How should you approach your home from a financial standpoint in retirement? Pay it off? Downsize? Rent it out? Let’s talk about real estate and how it fits into your plan.

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