In Episode 20, we welcome back Alexander M. Popovich, JD, LLM, Principal and Founder of Planning Advisory Services, LLC, and a seasoned expert in tax, trusts, and estate planning for high-net-worth families. Building on his previous appearance, Alex tackles our questions and dives into three essential topics: conducting effective wealth audits to identify gaps in your current plan, breaking down the ABC's of trusts (from revocable living trusts to advanced structures like A/B trusts), and critical considerations when changing residency to another state—including impacts on estate taxes, document validity, probate rules, and domicile planning. Packed with practical strategies and real-world insights, this episode helps you protect and optimize your legacy—no matter where life takes you!

Website: www.https://www.planning-advisory-services.com/

Contact Alex: [email protected]

Send us a question: [email protected]

Website: www.croftfinancialplanning.com

In this episode, co-host Chris Tabish opens up about his growing urge to pull money out of the stock market and adopt a more conservative approach. What starts as a discussion on potential market timing evolves into a deeper reflection on whether this is truly a tactical move or a fundamental strategic shift in his investment philosophy.

We also dive into Warren Buffett's famous 10-year wager against hedge fund manager Ted Seides of Protégé Partners – the bet that a simple S&P 500 index fund would outperform a selection of elite hedge funds (after fees). Spoiler: Buffett won decisively, highlighting the power of low-cost, passive investing over high-fee active management. A timely lesson as we debate risk, patience, and staying the course.

send us a question: [email protected]

website: www.croftfinancialplanning.com

www.berkshirehathaway.com

In this episode, co-host Chris Tabish—a Silicon Valley management consultant, author of Comediology: Be More Effective and Fulfilled in Business With Comedy, speaker, and stand-up comedian—steps into the spotlight to share his real-world process for acquiring his very first multifamily property in 2025. As a complete newcomer to the multifamily real estate space, Chris walks listeners through every step: spotting the opportunity, tackling financing, conducting due diligence, negotiating the deal, and closing.

With his fresh perspective and honest reflections, Chris offers practical tips, key lessons learned, and insights on building a team, overcoming beginner hurdles, and what he’d do differently next time. Whether you're an experienced investor seeking new angles or just starting your multifamily journey, this episode delivers actionable advice from someone who's recently been exactly where you are.

Tune in for an inspiring, no-BS look at breaking into multifamily in today’s market!

Send us a question to: [email protected]

Website: www.croftfinancialplanning.com

In Episode 17, we chat with recently retired tech executive Randy Von Feldt, who pulls no punches about what it really takes to walk away from a high-powered career. Randy breaks down the financial realities of retirement – running the numbers, stress-testing the plan, and making sure it all adds up before pulling the trigger.

He also shares how open and ongoing communication with his wife was absolutely key to making the transition work for both of them. On top of that, Randy talks about amateur stand-up comedy as a retirement hobby and finding unexpected fulfillment in quietly supporting others in addiction recovery.

Expect a straightforward, no-BS conversation about planning your exit, aligning with your partner, and building a purposeful next chapter – with a few laughs along the way. Perfect for anyone eyeing retirement or rethinking what comes after the corporate climb.

For anyone struggling with addiction, start here: https://www.aa.org/

Send us a question to: [email protected]

Website: www.croftfinancialplanning.com

In this episode, we sit down with Dr. Jacob Liberman, a pioneering voice in the fields of light, vision, and consciousness, and recipient of the 2019 International Light Association’s Frances McManemin Award for Achievement in Light Medicine.

Building on his lifelong exploration of light as the guiding intelligence of our lives, Dr. Liberman shares practical and profound wisdom on cultivating contentment, fulfillment, and a deeper sense of purpose.

We explore what true wealth means—far beyond money—through the gifts we offer others: our love, time, help, and encouragement.

As Dr. Liberman reminds us, “you don’t have to be wealthy to be generous; in fact, the generous are wealthy.” He also offers grounded guidance on quieting mental chatter, listening more closely to the intelligence that moves through us, and living with greater ease and presence.

Dr. Liberman, author of Luminous Life, Light: Medicine of the Future, Take Off Your Glasses and See, and Wisdom From An Empty Mind, brings together science, spirit, and heartfelt practicality in a conversation that is both inspiring and deeply human.Find Dr. Liberman:
 
Website: https://www.jacobliberman.org/

Facebook: https://www.facebook.com/DrJacobLiberman

Instagram: https://www.instagram.com/drjacobliberman/

Contact: [email protected]

Send us a question to: [email protected]

Website: www.croftfinancialplanning.com

In this episode, we hear from Adam Cohen, CFA, founder of Complement Real Estate Advisors, LLC a firm specializing in real estate advising for high-net-worth families and businesses . We discuss the why, how, and when adding real estate to your portfolio makes sense. Adam touches on the appropriate use of leverage, why owning direct real estate can be a unique experience, and be sure and listen to the end where Adam tells us what advice he would give to his own kids about buying their first property.

Find Adam here:

Website: https://www.complementre.com/

Contact: [email protected]

Send us a question to: [email protected]

Website: www.croftfinancialplanning.com

Listen to episode 14 where we answer a listener's question on annuities (the darker side), discuss the importance of healthcare advance directives (aka healthcare proxy or healthcare power of attorney) and where to access free forms for all 50 states.

We also tell you how to think about asset allocation, what is the real risk investors face during a 30 + year retirement, and an effective inflation hedge for retirees to consider for their portfolio.

Send us a questions at: [email protected]

Website: www.croftfinancialplanning.com

In this episode we hear from Alexander M. Popovich, JD, LLM, Principal and Founder of Planning Advisory Services, LLC, a consulting firm specializing in tax, estate, and legal advisory planning for high-net-worth families and businesses.

Alex leads an in depth discussion of good planning gone bad: , unfunded trusts, not documenting gifts correctly, unintentional gaps in insurance coverage, tax return mishaps, correct use and registration of LLC's , and more. Be sure to listen to the end where Alex handles how to talk to loved ones about your estate plan and when.

Website: www.https://www.planning-advisory-services.com/

Contact Alex: [email protected]

Send us a question: [email protected]

Website: www.croftfinancialplanning.com

Listen to episode 12 as we answer listener questions about stocks, CD's, risk, how to get started saving, and we discuss long term investment returns. We also recap our discussion of Medicare.

Maura Carley from Healthcare Navigation joins us for a very informative chat about signing up for Medicare. She also discusses the difference between traditional Medicare, Medicare Advantage, and Medigap Plans and t hings to watch out for and be aware of. Did you know that during initial Medicare enrollment, some of the choices you make could be for life? For instance, in 47 states, you are only guaranteed eligible for a Medicare Supplemental plan during the first 6 months of enrollment.