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In an interview with Kurt Brown, Founder of TownSquare Capital, we discuss the ways that individuals can invest like an institution.  The layers between you and your end investment create inefficiencies that eat away at your possibilities for growth.  Listen to Kurt describe his transition from Wall Street to Main Street and the passion behind empowering individuals with the preferential investment structure that has been available to institutions for years.

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This episode is part one of a three part series called "Giving Smarter".  In an interview with Hal Rosen, CPA with Haynie & Company, we cover Qualified Charitable Distributions (QCDs) as a method for recovering the tax benefit for charitable donations.  Most people will take the standard deduction under our current tax code, rendering their charitable giving as tax-irrelevant.  If you meet certain criteria, you can get it back.

Today’s podcast we talk about the math myth of Roth’s. The underlying theme of this podcast is don’t be afraid of taxes, be aware of taxes.

Today's podcast covers Medicare Basics with expert, Matt Gibson. If you are lost in the alphabet soup of Part A, B, C, D, E, F, G or advantage plans; or, if you are getting pounded with mailers, scaring you about permanent penalties for inaction, this episode is for you. 

Today we cover how to bridge the gap until you can sign up for Medicare at age 65. Today we interview Chris Miller with Miller Wade group. If you’ve been delaying retirement until 65 just to keep health care or if you’re just out right scared of the health care environment, this podcast is for you.

In this podcast, host Zacc Call goes over ways to protect the family relationships that can go sour if not thought about enough prior enough to passing. In addition to that, how we can minimize taxes as a secondary goal.