Join us as we break down the key findings and point out some of the misses from a podcast recorded earlier this week about the history of 401Ks, where they win, and where they fail.

When the worst-case scenario in life occurs, how do you know how much life insurance is the right amount?

Join us as we walk through a little of the history of social security, how it was initially set up, and some of the pressures we see in the system.

When income and the future are uncertain, our instinct is to do nothing. The problem is that doing nothing gives up one of your most precious levers for planning: time. Join us as we look at the strategies and mindset needed to plan for retirement when income is in flux or unpredictable.

Accounting can often feel like a necessary evil. Something you just have to power through.  But . . . what if it could be the gateway to making critical decisions to get the most out of your business?  Join us as we talk with Nolan Bradbury.

Join us as we explore the income ranges in the US and the world beyond. You may find you are in a different stratosphere of wealth potential than you might have thought. We often find that understanding where you rank and making sure you follow strategies appropriate for your income and wealth potential is the single greatest difference in where you end up. Short translation: your mindset and context have a tremendous impact on your ability to build generational wealth.

Join us as we walk through the history of long-term care, some of the big challenges coming, and where it can fit in today’s economic landscape.

Join us in this case study, where we explore various options for making an extra $60k go further toward financial freedom and achieving the lifestyle you want.

Trade-offs seem like a natural part of every decision. When it comes to financial decisions, the impact of those trade-offs can seem intense. Work longer, save more, take more risks, diminish lifestyle, etc., etc., all to get a magical net worth number. The solution to the trade-off problem is not harder work. It is interconnected systems working together to do more with less. Join us as we look at the mindset and strategy for having your cake and eating it, too.

Join us as we explore a real-life case study and discover how to use an unexpected $100k to maximize income.