This is the fourth and final episode in the Estate Planning series. Jim and Tyler discuss what an estate plan for a couple that is retired could look like. Jim and Tyler go over key concepts regarding Trusts, Life Insurance, and Power of Attorney.  

This is the third episode in a four-part Estate Planning series. Jim and Tyler discuss what an estate plan for a couple in their 40s or 50s could look like. Jim and Tyler go over key concepts regarding Wills and Power of Attorney.  

This is the second episode in a four-part series. Jim and Tyler discuss what a couple in their 20s or 30s estate plan could look like. Jim and Tyler go over key concepts regarding beneficiary designation and guardianship. 

This is the first episode in a four-part series. Jim and Tyler explain key concepts and documents when preparing your estate plan. The goal of this episode is to prepare our listeners for when they meet with an attorney. Attorneys get paid by the hour so it is important to be prepared before the meter starts running. 

"There is no such thing as a free lunch" 

Jim and Tyler compare and explain the 3 types of Investment Advisor fees.  Mutual funds, exchange-traded funds, and annuities all have fees too. Jim and Tyler do an in-depth look at how investment product fees differ. 

Jim and Tyler explain strategies that families have used to make the Vacation House an enjoyable experience for all! Also, they will go through some pitfalls to avoid. Of course, a "Best Practice" for one family may be a "Worst Practice" for another!

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Jim and Tyler explain all the tax advantaged accounts and the differences between them. Not only do they explain tax advantaged accounts but they go through strategies to defer and mitigate taxes. Join us on another important tax journey. 

"Nothing is certain but death and taxes" - Benjamin Franklin. Join us on this informative episode on how your investment account is taxed.  Jim and Tyler explain capital gains and losses and how to use them to your advantage. They discuss the tax loss harvesting investment strategy. 

In this episode, Jim and Tyler help explain recent Headlines and Market Volatility. Their goal is to help you better understand the Headlines and provide guidance through this turbulent time. 

Jim and Tyler take a deep dive into how the stock market moves in cycles.  Jim and Tyler go through the difference between Passive and Active investing, Market Timing, and Buy and Hold Strategies. Jim explains  Vaughan & Co. Securities, Inc.'s investment strategy for its clients and their families.