Episode 248 - Aretha Franklin’s long-running drama over her will has finally been resolved. There are lessons here for everyone.

Episode 247 - IRS delays the SECURE 2.0 requirement for catch-up contributions for highly paid employees age 50 and over to be made as Roth contributions.

Episode 246 - Do you have enough money to be considered wealthy? A recent survey by Charles Schwab and Company has the answer.

Episode 245 - The effective date of the Corporate Transparency Act, January 1, 2024, is nearly upon us. Are you affected and, if so, prepared to comply with its mandates and regulations?

Episode 244 - When they’re facing a significant expense, the wealthy have a special technique they use to access cheap cash.

Episode 243 - Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Even the rich and famous fail to plan, resulting in disaster. Everyone needs a will and estate plan.

Episode 242 - IRS provides additional relief to individuals who inherited traditional IRAs in 2020 or after and failed to take RMDs, and to those who mistakenly took RMDs in 2023 when they didn’t have to.

Episode 241 - Whether you’re hoping to achieve financial independence and retire early as part of the FIRE movement or later, Millennials and members of Gen Z and Gen X need to prepare for retirement now.

Episode 240 - Life insurance is the ideal tool to optimize an estate plan. It provides the money at the right time to pay taxes, replace wealth and to enhance and perpetuate a family legacy. It also makes various estate planning strategies more efficient.

Episode 239 - The ultra-wealthy are rooting for Charles and Kathleen Moore in their appeal to the U.S. Supreme Court to fight a tax.