In wealth management, no single question gets asked more by clients than "how much money do I need to retire?"

Seriously, like every day. 

So, for our latest podcast, our financial experts decided to answer that question. 

Business owners will sometimes get an unexpected offer to buy their business. That's great...but can also cause the panic of "what do I do now" to set in. 

In our latest, we guide business owners through the next steps to take and what to consider before making a decision. 

In the hit Hulu show, the grumpy head of the Arconia's board really put the whole condo in a bind when she was unexpectedly murdered. 

All kidding aside, this scenario does highlight how important it is for a board to have a sound succession plan in place. 

Our experts break down why:

Well, a phantom stock plan isn't really a menace at all, but it sounds scary and it's Halloween season, so there you go. 

In reality, a phantom stock plan can potentially be a great way to compensate certain employees. In our Halloween special, our experts break it all down. 

A 1031 exchange sounds like either a bad timeshare program or a prisoner swap. In reality, it's a like-kind exchange that can potenitally be a savvy way to defer taxes. 

But how does it work? In our latest podcast, our experts break it down. 

Sports books are now legal in Kansas! And since our firm is based out of Kansas, we thought we would do our fellow Kansians a favor:

In this mini-bonus episode, our finanical experts discuss the tax implications on that 12 team parlay you somehow won at your cousin's bachelor party. 

To be or not to be? Why are we here? Do you want fries with that?

There are many age-old questions, but perhaps the greatest...does one buy or lease? 

In our latest episode, our financial experts break down the pros and cons for business owners...and really everyone. 

In a sort of sequel to epsiode 109, our experts will guide you on how to be proactive to make your finances more attractive.

While this is particularly useful when things are volatile, this super smart epsiode will actually help you naviage any financial season. 

The hit Netflix show Inventing Anna tackles the true story of a woman who committed identity fraud on (literally) a global scale. And the harsh reality is, identity fraud is becoming more prevalent these days...not less. 

So, how does one protect themselves and their business? Our experts break it down.

Groundhog Day. Sliding Doors. Movies that have one thing in common: A single moment can have a domino effect on everything after. 

Surprisingly, a financial statement audit, review or compilation is similar...there is a moment where a business realizes they need one. 

But how does a business owner know? We break it down in our latest.