Episode 298 - No matter what was planned for, the plan must be regularly reviewed and updated to meet changing family, financial, economic, political and legal environments. Planning is a dynamic process that doesn't end.

Episode 297 - 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 296 - The death of Tony Bennett in 2023 seems to have created a family rift that is now playing out in court. Could it have been prevented?

Episode 295 - Is it possible to save too much for retirement? Some have argued that the answer is yes, but with caveats.

Episode 294 - For several years, the IRS has been focusing its audit activity on people making more than $10 million per year. But the results have been disappointing, and the IRS has decided to aim lower.

Episode 293 - As we get closer and closer to the sunset of the estate tax provisions in the Tax Cuts and Jobs Act of 2017, wealthy married couples have options to remain flexible with their planning using survivorship life insurance.

Episode 292 - Don’t make a million-dollar mistake, as Jeffrey Rolison apparently did, by failing to regularly review and update the beneficiary designation on his company sponsored retirement plan.

Episode 291 - 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 290 - Charles and Kathleen Moore lose their appeal in the U.S. Supreme Court to fight a tax. What does that mean for the wealthy?

Episode 289 - Can money buy you happiness? Scientists have taken a new look at the age-old question.