With open enrollment coming up in October, Jason and Andy discuss current Medicare rules.

Andy and Jason talk about some lesser known considerations when planning for healthcare.

Jason and Andy discuss strategies and considerations that may seem less common but can be essential when you are planning for retirement.

In this episode, Jason and Andy discuss the importance of not only accumulating your wealth, but also, how to protect what you've worked so hard to build while growing it at the same time.

Jason and Andy discuss the importance of talking to your family about wealth. What it means to you, what challenges and responsibilities accompany it, and what you hope to accomplish with it—can be simultaneously empowering and frightening. Ongoing dialogue allows your family to absorb information, ask questions, and gradually become more comfortable talking about wealth. But often, the first hurdle in having these conversations is identifying the right time to do so.

In this episode Jason & Andy talk about the importance of estate planning in protecting your wealth and the difference between a will and a trust.

Jason and Andy discuss strategies to minimize taxation on your assets.

Liquidity is critical when it comes financial and retirement planning. Liquidity offers versality so you don't have to sell something to raise cash while providing wealth protection.

Jayson And Andy kickoff a series of conversations on protecting wealth through planning as retirement approaches. They'll cover minimizing taxes, estate planning and protecting income.

Jason and Andy discuss the importance of leveraging available education to stay on top of opportunities and potential pitfalls in your financial planning.