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  • NIL Money: What Every Student Athlete Needs to Know

    NIL Money: What Every Student Athlete Needs to Know
    2025/06/06
    In this episode, we break down the fast changing world of NIL deals with a focus on avoiding predatory contracts, navigating taxes, protecting against litigation and building long term wealth. This is vital info every athlete and parent needs to hear before the first deal is signed.
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  • Enhanced Planning Isn’t Just For the Wealthy

    Enhanced Planning Isn’t Just For the Wealthy
    2025/05/31
    We discuss the 4 things we recommend everyone do to not just pass on wealth, but create family unity and avoid the most common mistakes made when attempting to create a legacy for our loved ones.
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  • Recession Fears are Easing

    Recession Fears are Easing
    2025/05/24
    Big Changes with Tariff Pauses have Created a Major Reset.
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  • Women and Retirement

    Women and Retirement
    2025/04/26
    Women face a unique set of financial challenges, especially when it comes to retirement. So today, we’re going to break that down—why women’s retirement needs are different, what steps they can take to plan better, and how to protect a surviving spouse financially.
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  • 401(k) Mistakes

    401(k) Mistakes
    2025/04/19
    This episode is all about 401(k)s—specifically, the common mistakes we see people make with them all the time. We’re breaking down eight big ones, and even if you only catch one that applies to you, it could save you thousands—or even tens of thousands—over the long run.
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  • Annuity Myths

    Annuity Myths
    2025/04/12
    Annuities are one of the most misunderstood financial tools, but can play an important part of your financial plan…IF you know what to look for, what to avoid and how they work. In this episode, we are sharing the top 3 reasons why someone would use an annuity, the pros and cons and what to avoid if you are considering one.
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  • 6 Threats to Your Nest Egg

    6 Threats to Your Nest Egg
    2025/04/05
    Join us for this episode as we discuss the 6 big threats to your Nest Egg and what action items you should be taking now to protect yourself.
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  • Tariff Talks: What is the Potential Impact?

    Tariff Talks: What is the Potential Impact?
    2025/03/05
    Join us for this episode as we break down tariffs, their economic ripple effects and what it may mean for your wallet.
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    1分未満