At the end of March, the US national debt hit a new milestone - exceeding 100% of GDP (gross domestic product). This week David will take a look at what that means to the average American, as well as compare interest on our debt against national spending on defense. Plus, could this mean higher taxes? David will share details from his Ed Slott Elite IRA Advisor conference last month.

Many people have heard about "The Great Wealth Transfer," as Baby Boomers pass along inheritances to their heirs. However, people are living longer and more Americans are spending money on different things in their later years. David will talk about how this may impact Gen X.

Also - have you reviewed your 2025 tax return? Are you doing tax preparing or tax planning - because there is a difference!