Episode 238 - A surprisingly large number of parents are jeopardizing their financial futures to support their adult children. Is it worth the risk?

Episode 237 - Retirement confidence is eroding in America. What can you do about it?

Episode 236 - The process of getting life insurance is a lot easier than it used to be. In this podcast, we will learn why, with special guest Angela Thieschafer.

Episode 235 - Millennials and Gen Z recognize the need to purchase life insurance, but many don’t. It all comes down to education and advice.

Episode 234 - States with high income and estate taxes may cause the wealthy to move to another state with one or the other, but not both taxes.

Episode 233 - According to a new study, a shocking 41% of people withdraw, rather than roll over, their 401(k) balances when leaving their jobs.

Episode 232 - Before you try to take an income tax deduction for the charitable gifts you made during the tax year, make sure you comply with the various IRS requirements for documentation and qualification of the donation.

Episode 231 - The IRS released Revenue Ruling 2023-2 stating that assets held in a grantor trust do not receive a step-up in basis upon the grantor’s death. What does that mean?

Episode 230 - A lot has been written about planning for families with children, but approximately 44 percent of non-parents under age 50 say they are unlikely to have kids. What about them? In this episode we suggest some ideas for an underserved group of people.

Episode 229 - Individuals and charities have been adversely affected by post-pandemic circumstances. We can help charitably inclined individuals meet philanthropic goals without sacrificing personal financial security.