Bryan Hurlbut and John Jordan join us for a discussion about how common insurance products are taxed.

Former military member, author, chef, entrepreneur and accomplished physician, Stephanie Anderson joins Jason Schultz for an inspiring discussion about overcoming challenges and refusing to allow a situation or person hold you hostage.

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

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How is your information protected? Today’s episode educates listeners on how institutions such as MassMutual continuously assess the risk and vulnerability of changes to the security of its infrastructure. Ethical Hacker, James Heffernan, provides tips for how you can help enhance your cyber security efforts.

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

CRN202602-3988136

A Top Hat Plan is a 457(b) plan sponsored by a non-governmental 501(c) employer, which must cover only a select group of key management employees. In a hospital setting this typically includes physicians and high-level executives. Today’s episode educates on the features of a Top Hat 457 Plan. 

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Do you have the knowledge to make educated decisions when reviewing your current coverage or purchasing new disability income insurance? Andrew Stone and Cooper Smith discuss factors that can contribute to the cost of owning a disability income insurance policy.

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CRN202602-3956229

The Fed’s dual mandate prescripts a focus on stable prices and maximum employment. But that’s not all the Federal Reserve does – it also makes data available to everyday people. That’s where FRED, or Federal Reserve Economic Data comes into play. Keith Taylor, our guest on this episode, is responsible for the strategic direction of FRED and family in the Research Division of the Federal Reserve Bank of St. Louis.

Click this link to access the FRED website: https://fred.stlouisfed.org

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According to the American Caregivers Study completed by Fidelity Investments in 2021, 58% of caregivers are not sure where to turn for planning resources. This episode intends to equip listeners with knowledge to navigate government benefits, special needs trusts versus ABLE accounts, healthcare issues related to financial planning for special needs individual, their families, and caregivers.

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

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How do you choose the right financial advisor for you? There are many different types and it is important to know what each advisor’s purpose is and how they can help you. In this episode, Beau Hill, CFP® and Noah Douglas discuss the roles and responsibilities of the different relationships you may encounter when seeking financial advice. 

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Most Americans think that estate planning is at least somewhat important, but not many have a will or living trust. What would happen if you died in an accident or suddenly became incapacitated? Conner Ray, Attorney, educates us on how to communicate our end of life wishes with legally binding documents.

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

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Dr. Paul Hill, Psychiatrist at UT Health Science Center, provides his perspective on the factors relating to physician burnout and provides a few remedies.

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

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