Among other things, Brett and Dale discussed:

• Minimum distributions to your Roth IRA as a non-spouse
• How to wisely invest inheritances 
• Assigning beneficiaries to your inheritance account 
• How to make the inheritance of real estate a smooth transition 

Among other things, Walter and Dale discussed:

• The quality education people can get at West Texas A&M
• Some of the West Texas A&M schools and why are they exceptional 
• How to use the community college system to be able to get into a top-quality University
• How to reduce your costs by managing your housing arrangements appropriately
• Taking advanced placement courses in high school

Among other things, Adair and Dale discussed:

• What nonprobate assets consist of 
• Transferring real estate and other assets without probate 
• The Two Lady Bird Deed
• How divorce affects beneficiaries 

Among other things, Adair and Dale discussed:

• Adair’s Practice
• What a will is and why people wish to have one
• Testamentary trusts and Living trusts
• Why you should avoid guardianships whenever possible
• The Basic Estate Plan, which includes powers of attorney, directives to physicians, and medical powers of attorney 

Among other things, Brett and Dale discussed:

• The biggest problems we’re having with Social Security these days
• How Social Security can be way more complex than what we think—and how a financial planner can help you through that
• Why is delaying your Social Security a great idea that can get you substantially more money in the long run
• Survivor Benefits and how to make the most out of it

Among other things, Tom and Dale discussed:

• All you need to know about Social Security
• Retirement benefits
• Pensions
• What happens with people with disabilities