During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.

In this episode, we explore why breaking down the silos between tax professionals, estate attorneys, and advisors is the ultimate hack for long-term wealth. We sit down with industry leaders to dissect how a unified "team-based" approach not only simplifies your life but significantly improves your bottom line. Join us as we dismantle the old-school barriers and map out a more collaborative future for your financial health.

During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.

During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.

During this show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want.

During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.

During this episode, we’re going to look at some of the financial signs that retirees should be aware of in 2026.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

This episode provides a comprehensive look back at the 2025 market performance while previewing the high-level strategies discussed at our recent Financial Summit. Tune in to hear exclusive takeaways from the summit’s industry experts on how to position your wealth for the unique economic challenges and opportunities of the year ahead.

Kick off 2026 to share practical strategies for setting and actually maintaining your financial resolutions for the year ahead. We take a look back at the most pivotal moments from our 2025 episodes, revisiting key discussions on the government shutdown and the importance of long-term retirement strategies. Join us for this comprehensive year-in-review that distills a year’s worth of wisdom into a clear, actionable plan for your financial success in the new year.