EPISODE 96
What Would You Pay to Avoid a $100,000 Mistake? | EP 96
What does a financial advisor really cost, and what could one bad financial decision cost you? Advisor fees are easy to calculate.
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EPISODE 95
Why Tax Strategy Is the New Financial Planning | EP 95
Most people think tax planning happens when they file a return. By then, the biggest opportunities may already be gone.
EPISODE 94
She Inherited $1 Million. Then Everything Changed | EP 94
What happens when you inherit $1 million but don't know what to do next? For one woman, a simple life insurance beneficiary change opened the door to a bigger conversation about retirement planning,…