In this episode of The Inner Circle, Blair Cornell welcomes back Dan Bitler, Certified Insurance Counselor, to discuss the latest Medicare changes for 2025. Together, they break down key updates, including the elimination of the Medicare Part D "donut hole" and the impact of the Inflation Reduction Act. Whether you're approaching retirement or simply curious about how these changes affect your healthcare options, this episode provides the clarity you need to navigate Medicare with confidence.

In this episode of The Inner Circle, host Colin Faulkner welcomes Chris Davis, chairman and portfolio manager of Davis Advisors. Explore the principles and strategies that have shaped one of the industry's leading money management firms. Chris offers invaluable insights on building generational wealth, evolving investment approaches, and the key principles guiding stock selection and portfolio management. Learn from experiences passed down through generations and gain wisdom from influential mentors. This episode is packed with valuable takeaways you won't want to miss.

Join host Blair Cornell and special guest Terry Pettorini as they unveil the "7 Things No One Tells You About Retirement". Gain crucial insights into navigating complexities, embracing longer lifespans, and approaching retirement with the right mindset. Listen now for essential wisdom to help make the most of your retirement journey.

Join host Colin Faulkner as he explores cybersecurity essentials with Dr. Chris Pierson, founder, and CEO of BLACKCLOAK. Discover key strategies to safeguard your digital assets, from protecting accounts to securing home networks and personal devices. Gain insights on the latest scams and fortify your digital fortress in this episode of The Inner Circle.

In this episode of the Inner Circle podcast, join host Tiffany Kellner as she welcomes Marcie Solin, real estate agent with Coldwell Banker Heritage. Explore the evolving landscape of the real estate market, the challenges of limited inventory, and how to make informed decisions in a market with shifting dynamics. Marcie shares her valuable expertise and advice, helping listeners understand the new normal in real estate and how to thrive in it.

In this episode of "The Inner Circle," Tiffany Kellner delves into the intricacies of the current political climate and its potential impact on financial markets. Joined by John Savercool, a seasoned expert in governmental affairs, they discuss key aspects of the upcoming elections, potential third-party candidates, and the implications of congressional races on policy decisions. Gain exclusive insights to help guide your investment strategy amidst uncertain political times.

In this episode of the Inner Circle, join host Blair Cornell and tax expert, Matt Elsasser as they delve deep into the world of business taxes, unveiling tax strategies and insights that every business owner should know. From state pass-through entity elections to employee retention tax credits and interest rate capitalization, discover valuable knowledge to optimize your business's financial health.

Join us in this episode of The Inner Circle as we delve into essential strategies for individual filers to maximize tax benefits. Explore key topics like tax exemptions and expiring tax provisions, and stay informed about recent Ohio tax legislation changes that can benefit you.

Join Tiffany Kellner in an insightful conversation with Michelle Vollmer, a seasoned partner at Rogers and Greenberg, specializing in estate planning and business succession. In this episode of The Inner Circle, they dive deep into the realm of estate planning, emphasizing the significance of comprehensive financial planning beyond investment choices.

Join John Reagan and Colin Faulkner on this episode of The Inner Circle as they dive into the essential aspects of financial planning for young adults. From creating a solid budget to understanding different saving strategies, they provide practical tips and personal insights to empower the next generation of investors.