All Episodes
Your Wealth, Your Legacy — 56 episodes
EP: 56: The Mega Back-Door Roth: Supercharging Tax-Free Savings
EP 55: A Simple Guide to Advisor Compensation
EP 54: How The Wealthy Borrow - Box Spread Loans
EP 53: Why Financial Advice vs. Product Sales Matters
EP 52: Your Finances in 2026: What You Need To Know!
EP 51 - Are All Financial Professionals Created Equal?
EP 50: Retiring Before 65 - What About Health Insurance?
EP 49: Medicare – What You Need To Know!
EP 48: Will The “One Big Beautiful Bill” Save You Money?
EP 47: Major Tax Changes – Are You Prepared for the One Big Beautiful Bill?
EP 46: Selling Smart: Tax Deferred Real Estate Exchanges
EP 45: The Secrets of Investment Success
EP 44: Flourish Cash - Is Your Cash Working For You?
EP 43: Are Your Children Inheriting a Burden or a Blessing?
EP 42: Sudden Wealth - How to Handle a Large Inheritance
EP 41: Cutting Your Tax Bill With Direct Indexing!
EP 40: Year In Review And Looking Ahead To 2025!
EP 39: The Corporate Transparency Act for Small Business Owners
EP 38: Guiding Your Children To Financial Success
EP 37: Hiring Your Children: Saving Taxes and Teaching Responsibility
EP 36: Avoiding Identity Theft When Your Data Is Exposed
EP 35: Tax-Smart Charitable Giving Strategies
EP 34: Is Life Insurance A Good Investment?
EP 33: Navigating Life Insurance and Avoiding Pitfalls!
EP 32: Protect Your Estate From Taxes!
EP 31: Don't Lose Your Life Savings In An Instant
EP 30: Your Greatest Retirement Risk
EP 29: The Magnificent Seven and Market Cap Weighted Indexing
EP 28: Key Changes for 2024 and Planning Opportunities!
EP 27: CD Rates Are Over 5%: Should You Buy Them?
EP 26: Using Your IRA For Tax-Efficient Charitable Giving
EP 25: Maximizing Small Business Retirement Plans
EP 24: Revisiting I Bonds - Is It Time To Redeem
EP 23: Are You Prepared For Long-Term Care
EP 22: The Misperception of Wealth
EP 21: Private Real Estate Investing - Evaluating Sponsors
EP 20: Triple Tax Savings With Health Savings Accounts
EP 19: Banking Crisis: Are Your Assets Safe?
EP 18: Mutual Fund Tax Surprise: Capital Gain Distributions!
EP 17: SECURE Act 2.0: New Tax Law, New Opportunities!
EP 16: Why Are My Medicare Premiums So High!
EP 15: Gifting Appreciated Stock - It Is Better to Give AND Receive
EP 14: Tax Free Growth With Back-Door Roth IRA Contributions
EP 13: Saving Taxes with Charitable Bunching
EP 12: High Return and Low Risk: Series I Bonds at 9.62%
EP 11: Should You Invest in Real Estate?
EP 10: Why Do Market Bubbles and Crashes Happen
EP 9: Financial Planning During Market Fluctuations
EP 8: Investing During Uncertain Times
EP 7: Reducing Taxes With Roth Conversions
EP 6: Maximizing Your Social Security - Part 2
EP 5: Maximizing Your Social Security - Part 1
EP 4: Does Your Financial Advisor Understand Taxes?
EP 3: How To Choose a Financial Advisor
EP 2: Do You Need a Financial Advisor?
EP 1: Introduction and Background