Guest: Mitchell Levy

Questions asked:

1. Where did the AHA guy concept come from?
2. Who coined the phrase & how long ago?
3. What does AHA mean to you?

1. Is my estate plan up to date?
2. Have I named my beneficiaries properly?
3. Can I reduce my tax exposure?
4. What is my risk tolerance?
5. Do I know what I own and why?
6. What are my rates of return?
7. Is my investment plan current?
8. What about money is important to me?
9. If I had 5 years to live, what would I change?
10. What are my financial goals?
     

1. Do you know how much you save and spend?
2. what is your net worth? (Season 1-episode 5)
3. are you borrowing money efficiently?
4. how is your 401k / retirement strategy and plan?
5. how is your emergency fund?
6. what if something were to happen to you? (Season 1-episode 11)
7. do you have proper life insurance? (Season 2-episode 12)
8. Does long term care insurance make sense?
9. If money were not an object, what would you do
10. What are 10 of the most important things you want to accomplish on earth?

Guest: Erin Gibney, millennial musician

Topics Discussed:

• Her Journey
• Teens of America
• Growing up in the Music Industry

Topics Include:

• Protection
• Retirement
• Investments
• Tax Planning & Estate Planning

Topics include:

• Interest Rates (See Episode 2-21 "The Rise of Interest Rates"), 
• Strong Job Market
• Tax Reform (See Episode 2-11 "Planning for 2018 Including Tax Law Update")
• Deregulation
• Trade Policy