Bill goes through scenarios of when it makes sense to convert a retirement account to an IRA.

Important concepts to consider before you retire and how to set yourself best for asset protection in retirement.

Bill continues his conversation with Diane Surgeon as the subject shifts to what you need to do once your caregiving journey has concluded. 

Bill welcomes attorney Diane Surgeon to discuss how taking care of yourself when in a caregiving role is an essential part of life planning.

Bill breaks down what you need to know about taking money out of a retirement account, before and after retirement.

Bill describes how 401K retirement accounts work and how to avoid some common mistakes.

Bill dives in to the options and costs of the various forms of long-term care that are available. 

Bill explains what umbrella insurance is, how it should be used, how much you should have and why it's more important than you think. 

Bill explains how a potential new piece of legislation could create major changes for retirement accounts. 

Bill goes into detail on how trusts work and how revocable trusts can be used in your asset protection plan to protect your assets from uncertain family dynamics.