Trump Accounts launched throughout the United States on July 4, 2026 and what a launch it's been. Within a week, 6.5 million new accounts had been opened with $125 million contributed to them. Still, there are a lot of questions about what they are, who is eligible to have one, and how they are funded. In this episode, we share all the details you need to know to maximize this new benefit. We also dip into our Listener Mailbag to answer a great question about Roth conversions.

It used to be that a 20 year retirement was the norm. Now, we plan for 30 years or more. By the year 2050, it's likely retirement planning will need to cover 40+ years. Improvements in medicine, technology, and quality of life are helping us live longer. In this episode, we discuss the Longevity Revolution and why it's more important than ever that you have a plan. Later, what's the deal with the tiny home movement? We welcome special guest, Andrew Seldenrust, CEO of Steadfast Homes, to talk about the growth in the tiny home industry, why people want them, and what you might expect to pay for one.

You will have no trouble finding a financial advisor to help you - if you already have money. The problem with that is most people are older when they reach this point. What about when you're younger and haven't yet built your wealth? Who will be there to guide you then? Many Millennial and Gen Z investors find it difficult to get answers from financial advisors because they don't yet have the wealth those advisors require to work with them. Yet, their young age is precisely when they need guidance most. In this episode, we share some of the key things younger investors are looking for in a financial advisor.

Everyone knows that the best way to grow your wealth is to start early and be aggressive. That's the climb up the mountain. However, where a lot of people struggle is in knowing how to keep their wealth and use it wisely. That's the climb down. It's not about what you earn, it's about what you keep. In this episode, we share some of our favorite wealth protection strategies and how you can use them to your advantage.

Beyond investment management, wealthy families consistently ask for one thing from their wealth management team more than any other - tax reduction. Big shocker, right? Millionaires want to pay less in taxes. In fact, everyone does. The problem is that many wealth families do not fully understand how their money is taxed. This causes them to be inefficient and miss out on great tax savings strategies. In this episode, we share the 4 Ds of tax planning you can use that go beyond simple tax reduction techniques.

Millionaires tend to be, well, needy. They need a lot of different services. Different advice. Different perspectives. Usually, they have to hire multiple different advisors to get all these services. However, if you hire a primary wealth manager who can provide guidance on everything you need, it's much simpler and cost effective. In this episode, we share the top 5 things Millionaires are begging their wealth management team to provide, yet, sadly, aren't often receiving.

No one likes thinking about what life will be like after they're gone. Yet, not thinking about your death won't prevent it. So, why not make sure that your final wishes are known by the people most likely to inherit all your stuff? There are four key mistakes we see people make with their estate plans and the good news is, they are all easily corrected. The bad news? You're probably not even paying attention to them. In this episode, we pull back the curtain on the most common estate planning mistakes you should avoid.

In today's 24-hour news cycle world, our social media timelines and minds are filled with all manner of disasters, catastrophes, global conflicts, political turmoil, trade wars, and celebrity wardrobe malfunctions. It gets to the point that you think the entire world is falling apart. This causes you to panic, which causes you to bounce in and out of the market. It might seem you are making the right decision. Unfortunately, history has shown that people who allow fear to guide their investing decisions never find a happy ending. In this episode, we show you how to tune out the noise and create a plan designed to get through any bad news day.

Congratulations, you survived another Tax Day. You can relax, breathe easier, and know that you won't have to think about Uncle Sam for another year, right? Not so fast. The reality is every day is Tax Day. Anytime you earn a paycheck. When your investment accounts earn income or harvest gains. When your bank account earns interest. All are adding to your tax bill. In this episode, we share some of our favorite tax reduction and elimination strategies that you can use to lower your tax bill.

In her book, On the Edge, famed adventurer Allison Levine explains one of the most valuable lessons she learned in climbing Mount Everest. Reaching the summit is only half the journey. You still have to get down.

Reaching retirement is a lot like reaching the peak of a mountain. For years, you expended time, energy, and discipline ascending. When you finally retire and take in the view of what the next 30 years of your life will look like, a terrifying thought enters your mind. "Now what?"  In this episode, we explore how the strategies that helped you get to retirement can sometimes be the same things that derail it once you get there.