Once you get to a certain age, your thoughts turn from accumulating wealth to preserving it and generating income from it. There are ways to do this inside your investment portfolio. However, the strategy that many people choose to use is insurance. In this episode, we share questions about the need for life insurance in retirement to protecting a lifetime of accumulated wealth.

The start of 2022 has seen some fireworks for the market. That's not surprising considering crushing inflation, the pending rise of interest rates, political turmoil at home and around the world, and continued shortages of good and labor pressing down on the economy. In times like this, it's not uncommon we get questions about investing in gold. Is it still a good hedge against rising inflation? We also look at changes you might consider in your portfolio to prepare for rising interest rates. Finally, we examine the tax implications of receiving a large gift of cash from a family member.

Of all the investment opportunities you might consider, one that's probably high on your list is real estate. Owning a rent house, office building, condo, or even an entire city block has long been a way to generate income and wealth. However, being a landlord also comes with risks. Another way to enjoy the benefits of investing in real estate while limiting liability is a Real Estate Investment Trust, or REIT. In this episode, we discuss the pros and cons of investing in REITs. We also share why dealing with Social Security and Medicare may cause more of a headache than you think.

The most important job you and your assets will have in retirement is generating enough income to fund your desired lifestyle. While you're generating income, you'll also be generating taxes. While it might be impossible to completely eliminate taxes in retirement, there are simple strategies you can use to lower your tax burden. In this episode, we share a few of those strategies to help you keep more money in your pocket.

Should you invest in cryptocurrency? How much gold should you own? Is it better to own rental properties or flip houses? Is options trading something you should be doing? These are all tempting questions to ask; however, they don't really address the real issue. Preparing for retirement comes down to one simple question - what do you need to do to avoid running out of money? In this episode, we share other simple questions you should be asking to make sure you are best prepared to retire. We also discuss the real value a financial advisor can add to your portfolio.

We are officially in 2022! A new year causes us to look back and see how far we’ve come. It also brings new possibilities and opportunities, and gives you another chance to take more steps toward your big, hairy, audacious goals. In this episode, we recap the big financial headlines that defined 2021, focus on the year ahead and what we might expect in 2022, and provide you inspiration to chase big goals and dreams!

The end of the year can be intense. You're preparing for the biggest holidays of the year. You're also thinking about the key projects you need to finish before the calendar changes to another year. A lot of the stress comes from dealing with financial matters. Decisions need to be made. Goals need to be set. And the clock is ticking. In this episode, we share 10 surefire tax tips to end the year, a business owner's checklist, and the outlook for inflation as we head into 2022.

There is one incontrovertible truth about life and that is, it changes. Sometimes change is good, sometimes it's bad. Regardless, change forces us to be flexible and adaptable. This is certainly true for your financial plan. In this episode, we examine how a key retirement spending rule has changed, a new tax law that could change how you leave money to your family, how to handle a career change, and why a change of attitude may be exactly what you need to succeed.

As a wealth building asset, real estate checks many boxes. Income production. Appreciation in value. Potential hedge against stock market volatility. Tax shelter. Legacy planning tool. In this episode, we visit with special guest Carol Hefner, VP at Cedars Commercial Real Estate and Development in Oklahoma City, to discuss the benefits and pitfalls of investing in real estate. Carol also shares her insights and advice on how to work with your family to create wealth and pass on your values to your heirs.

As we near the end of another year, it's a great time to review the financial moves you can still make by December 31 to improve your financial situation. It's also a great time to consider how you your retirement assets are positioned for the future. In this episode, we share some of the key tax moves you can still make before year end, how to take advantage of open enrollment period, some major changes coming to Medicare in 2022, and when the next recession might happen.