
Sign up to save your podcasts
Or


One of the most common things I hear is...
"Jon...
I'm not wealthy enough to need a trust."
My response is always the same...
Estate planning isn't about protecting wealth.
It's about protecting people.
Your spouse.
Your children.
Your grandchildren.
Your home.
Your wishes.
Today, we're going to discuss why estate planning is one of the most important things a family can do—regardless of the size of their bank account.
When most people hear the word "foreclosure"...
They immediately think...
Someone stopped making their mortgage payments.
But what if I told you...
You could be current on your mortgage...
And still lose your home?
A recent report highlighted a growing trend of homeowners associations becoming much more aggressive in collecting unpaid dues. HOA-related foreclosure filings reached 6,376 properties in the first quarter of this year, nearly 40% higher than two years ago, as associations face rising insurance, maintenance, and operating costs.
Today, Aaron Clark and I are going to discuss what every homeowner should know.
Most people think retirement planning ends the day they retire.
In reality...
Retirement planning is just beginning.
You spend thirty or forty years accumulating money.
Now you have to make that money last another thirty years.
The decisions you make during those first few years can affect the rest of your retirement.
Today we're going to discuss what actually happens during those first five years.
Dow Jones Industrial has its worst day of 2026. What caused it and should you be concerned?
Buying a home is exciting.
You start looking at pictures online...
You visit open houses...
You imagine where the furniture will go...
But before you fall in love with a house...
There are some very important financial questions you should ask yourself.
Today, Cory Edge of Edge Realty, Dwight Millard of On Q Home Loands and I are going to walk you through those questions—because buying the right home starts long before you sign the contract.
When I ask someone...
"What does your IRA own?"
The answer is almost always...
"Mutual funds."
"Stocks."
"Maybe a few ETFs."
And there's absolutely nothing wrong with that.
But today...
I want to expand your thinking.
Because for the right investor...
A properly structured Self-Directed IRA may allow investments that many people never knew were possible.
Now...
Just because you CAN...
Doesn't mean you SHOULD.
Every investment carries risk.
But today isn't about telling you what to buy.
It's about helping you understand what's possible.
We're surrounded by financial advice.
Some of it is excellent.
Some of it...well...not so much.
Unfortunately, believing the wrong financial advice can cost you thousands—or even hundreds of thousands—of dollars over your lifetime.
Today we're going to separate financial fact from financial fiction by discussing ten myths I hear all the time.
Buying a home is exciting.
But excitement can sometimes cause us to overlook important financial decisions.
Today, we're slowing the process down and asking ten simple—but incredibly important—questions every homebuyer should answer before signing on the dotted line.
Whether you're buying your first home, your forever home, or your retirement home, these questions could save you thousands of dollars—and a lot of stress.
One of the biggest misconceptions in estate planning is this...
"I have a trust...so I'm done."
The truth is...
Creating your trust is just the beginning.
Over the years...
Families change.
Assets change.
Laws change.
Life changes.
Today we're going to discuss the ten most common mistakes I see when reviewing existing trusts—and why having a trust doesn't necessarily mean your estate plan is up to date.
Most of us schedule annual physicals.
We take our cars in for service.
We review our investment portfolios.
But what about our homes?
For most families...
Their home is their single largest asset.
Yet many homeowners haven't reviewed it in years.
Today we're going to conduct a Mid-Year Homeowner's Financial Checkup to make sure your largest investment is still working for you—not against you.
From the publisher's feed
Ranked by our users in the last 21 days

78,266 Listeners

227,505 Listeners

38,995 Listeners

8,347 Listeners

153,142 Listeners

0 Listeners

3 Listeners

2 Listeners

1,718 Listeners

5 Listeners

41 Listeners