Podcasters: Jon Thurmond and Phillip Washington, Jr. 

Life insurance has many benefits embedded in the tax code.  Jon explains how the 1035 exchange allows insurance owners to transfer value from one contract to another contract without taxes.  

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In the past, you had to manage your own 401(k) or use the professional services offered by the 401(k) company that you did not choose.  Now you're able to have your wealth manager manage your 401(k) for you without having to move your 401(k).

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Podcasters: Susana Gibb and Phillip Washington, Jr.

What is business income insurance and how is that different than disability insurance?  Susana breaks this down for Phillip and the audience on this episode.  

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Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. 

"Where your attention is, so is your treasure."

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Podcasters: Jason Grimes and Phillip Washington, Jr. 

One affects your credit score and one does not, but what is the difference?  Jason Grimes breaks it down on this episode.

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Podcasters: Robert Lewis, Jr. and Phillip Washington, Jr. 

Understanding the difference between a subdivision, a neighborhood, and master planned community can help you in your buying decision when a consideration is long term value. 

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Today's Podcasters: Jon Thurmond and Phillip Washington, Jr. 

People are living longer, health care costs are rapidly rising, and medical expenses are taking a bigger chunk of retirees income in retirement.  Jon Thurmond shares his thoughts on how he sees his clients protecting their portfolios from medical expenses using long term care insurance. 

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Today's Podcast: Phillip Washington, Jr.

The concept of "retirement" is changing and so is the way savvy investors are planning for it.  

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Today's Podcasts: Susana Gibb and Phillip Washington, Jr.

Susana and Phillip discuss what seepage coverage is and what it covers?

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Today's Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. 

With more businesses become comfortable with employees working from home indefinitely (which is a recruiting differentiator), Alison shares some ideas she sees that allow business owners to create unique "benefit packages" for their employees working from home.  

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