Have you ever found yourself staring at the beneficiary designation portion of your paperwork feeling very unsure? If done incorrectly, Uncle Sam just might end up being your biggest beneficiary, and children can be accidentally disinherited. This episode breaks down some of our listeners' most common concerns and questions about beneficiary forms and where things go wrong.

In this episode with our coaches we discuss the importance of understanding that opportunities to have tax free assets come with opportunities to BLOW IT UP. Knowing the rules, and having a plan is imperative.

Often times the ROTH is the most identified tax-free Asset in retirement, but what about the HSA (Health Savings Account)-The Triple Tax-Free Play! Like with all plays, we need to know the rules. Join today's Coaches as they bring these Tax-Advantaged Powerhouses to the forefront.

How much you get is not as important as how much you get to keep when it comes to inheritance. This episode your coaches share the plays that can help you get more bang for your Inherited IRA buck.

This episode discusses the roads paved with good intentions. The importance of implementation, maintenance and reviewing of your estate planning documents can't be overstated.

Your legacy plan might need to be reviewed! What are the new rules in regards to inherited IRAs, and what could it mean to the people you care about? Unless "Uncle Sam" really is your favorite uncle!

Stuck in a rut? Recalibrating your goals? The lessons learned and discussed in this episode could greatly influence your thinking in regards to your personal, professional and retirement life. Join us as our coaches dive into Dan Sullivan and Dr. Benjamin Hardy's powerful book, "The Gap and The Gain".

You might not be as debt-free as you think you are. Most middle Americans are facing a growing debt unlike anything they've ever seen. It's one they didn't expect to have, and yet it seems to be increasing all the time. As a matter of fact as your money grows so does this debt. What are we talking about? Retirement accounts and taxation!

We get it, Insurance can be a complicated and nuanced subject. Solutions can be as unique as the individual investigating their needs. Whether your purpose is coverage or investment… Luck Is Not A Plan when it comes to insurance.

Tax laws are complicated and ever changing. We hate to tell you, but if your approach is to blindly hope for the best, bury your head in the sand or ignore them… Luck is NOT a plan!