エピソード

  • Financial and Legal Periodic Review Plus the Benefits of Apple Cider Vinegar

    Financial and Legal Periodic Review Plus the Benefits of Apple Cider Vinegar
    2025/05/17
    In this episode we tackle the importance and strategies for periodic reviews of your legal documents and your financial plan. We also talk about the apple cider vinegar craze.
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  • minimizing the impact of debt; why are the NBA playoffs so long?

    minimizing the impact of debt; why are the NBA playoffs so long?
    2025/04/26
    Tony and Zach (and Tony) talk about the impact debt can have on you, and how to minimize it. They also tackle 2 big questions... "Why are the NBA playoffs so long?" and "Is Zach's basketball career over?" It's more about your finances and debt, but these questions are raised.
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  • Taxes and Volatility

    Taxes and Volatility
    2025/04/12
    This episode examines the intricate relationship between tax strategies and market volatility, highlighting how one can influence the other. We discuss how market swings can create both challenges and opportunities for tax planning, from capital gains and losses to tax-loss harvesting techniques. Learn how to navigate volatile markets with tax efficiency in mind to potentially minimize your tax burden and protect your investment returns.
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  • Fact vs. Fiction: One-Stop-Shop Financial Planning vs. Piecemeal Advisors

    Fact vs. Fiction: One-Stop-Shop Financial Planning vs. Piecemeal Advisors
    2025/03/29
    In this episode, we tackle the myths and truths surrounding retirement planning, focusing on the choice between a one-stop-shop financial planner and piecing together multiple specialists. Many retirees wonder whether consolidating all their financial needs under one advisor is truly the best approach, or if a more fragmented strategy is better suited to their needs. We’ll explore the pros and cons of each model, clarify common misconceptions, and discuss how a holistic approach to retirement planning can provide more comprehensive, cohesive solutions. Whether you’re considering different advisory structures for your clients or refining your own financial strategy, this episode will help you navigate the complexities of planning for a secure retirement.
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  • Estate Planning Mistakes to Avoid

    Estate Planning Mistakes to Avoid
    2025/03/22
    In this episode, we delve into the common pitfalls people make when crafting their estate plans, highlighting costly errors that can jeopardize your family's future. We'll explore the importance of regularly updating your documents, understanding tax implications, and properly designating beneficiaries to ensure your assets are distributed according to your wishes. Learn practical strategies to safeguard your legacy and avoid unnecessary legal battles for your loved ones.
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  • Things Change, Plans Should Too

    Things Change, Plans Should Too
    2025/03/15
    In this episode, we explore why rigid estate and financial plans can crumble under life's inevitable curveballs. We'll discuss how to build flexibility into your planning, adapting to changes in family dynamics, market fluctuations, and evolving personal goals. Learn actionable strategies to ensure your legacy and financial security stay on track, no matter what surprises life throws your way.
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  • Life Planning 101 - From Taxes to Retirement and Beyond

    Life Planning 101 - From Taxes to Retirement and Beyond
    2025/03/08
    In this episode, we break down the fundamentals of comprehensive life planning, starting with optimizing your tax strategy and building a solid retirement foundation. We'll explore how to navigate complex financial decisions, from insurance to estate planning, ensuring your future is secure. Finally, we'll discuss the importance of aligning your financial goals with your personal values, creating a roadmap for a fulfilling life beyond retirement.
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  • Estate Planning for the Future

    Estate Planning for the Future
    2025/03/01
    In this episode, we demystify estate planning, covering essential steps to secure your assets and legacy. We'll explore key documents like wills and trusts, and discuss how to navigate complex tax implications for your beneficiaries. Finally, we'll offer practical advice on starting the conversation with loved ones and ensuring your financial future is protected.
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