Lou provides tips on how to maximize your Walt Disney World experience. Lou's been named one of the Top 50 Social Media Influencers and hosts the #2 ranked overall podcast on Apple Podcasts.

Nate talks to Abe about "building life insurance backwards."

This starts a special series on H.E.N.R.Y., which stands for High Earner, Not Rich Yet. Nate talks about things you can do early in your career, like proper tax planning, to make sure you are prepared for retirement.

Nate talks about how variable annuities have a hard time keeping their promise of growth potential due to high fees.

There are a ton of acronyms used in financial planning and it can be confusing. Nate makes an attempt at humor by giving a rundown of the many acronyms he often comes across in his business.

The goal of the Dalbar report is to improve the performance of both the independent investor and financial advisors by helping manage the behavior that caused those investors to act in a certain way.

Nate uses different scenarios to compare investing in the S&P versus investing in a fixed index annuity.

Nate discusses a research team's new lump sum proposal aimed to help shore up Social Security's solvency.

What we’ve been told about the tax savings in these plans is a lie.

What we’ve been told about the tax savings in these plans is a lie.