Could a few overlooked estate planning mistakes be jeopardizing everything you’ve built?  

In a world where finances grow more complex every day, ensuring your family’s security and legacy is harder than ever—this episode helps you avoid costly pitfalls and protect what matters most.  

1. Discover the must-have documents that safeguard your loved ones
2. Learn how to prevent unexpected beneficiary designation problems
3. Gain trust and will strategies to keep more money in your family’s hands

  Press play now to get the peace of mind you deserve with a rock-solid estate plan.      

• If the S&P 500 is up 10%, why isn't my portfolio?
  Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own.