Is your retirement plan flawed? Tune in to learn about the shortcomings of modern financial planning.

When you die, will you be able to look back at your life and say that you lived a regret-free life? Tune in to learn about how to live a regret-free life.

Have you unlocked your ultimate potential? Tune in to learn about how to unlock your ultimate potential.

“Can elections (and their outcome) significantly impact my finances?” This is a common question we get every time an election year is on the horizon! Tune in to learn about the potential impact of the 2024 elections on your retirement plan, plus how to navigate the looming changes in tax laws and Social Security.

There are only 10 days left in the tax year. What can you do right now to maximize your refund? Tune in to learn about strategies for maximizing tax refunds and retirement savings.

Is your tax person overworked and underpaid? Tune in to learn about the accounting industry and how you can avoid these tax preparation mistakes.

What if you could live a longer, richer life? Tune in to learn about his balanced wealth approach to live a longer and richer life.

Can the next 30 minutes save you a hundred grand or more in taxes over your lifetime? Tune in to learn about tax minimization strategies to save a hundred grand or more in taxes over your lifetime.

Is there a tax bomb hiding inside your retirement portfolio? Tune in to learn about how you can avoid the huge tax bills and Medicare surcharges that some retirees face.

Is there a right way and a wrong way to retire? Tune in to learn how to secure the right path to retirement.