Oct 30, 2024
#271 | 𝗦𝗽𝗲𝗻𝗱, 𝗗𝗼𝗻'𝘁 𝗦𝗮𝘃𝗲, 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁!!
It's Estate Planning 101. Bottom line, if you're in retirement, you should probably be spending your money on you. Here are all the reasons why!
We're busting out your favorite episodes and...
Oct 16, 2024
#270 | 𝗢𝗻𝗲 𝗘𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 𝗖𝗵𝗮𝗻𝗴𝗲𝗱 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴
🚑
We recently learned the hard way that estate planning also
needs to include emergency preparedness - from trips to the ER to
natural disasters. My personal experience changed how we...
Oct 8, 2024
#268 | What are The Best Tax Options if I
Inherit an IRA?
So, you've inherited a nice sized retirement account. What
should you do with it? Do you cash it out or take payouts over
time? Tax laws changed not that long ago and it's good to know our
options so we can reduce the tax consequences as much as
possible.
--
Oct 7, 2024
#267 | 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗡𝗲𝗲𝗱𝘀: 𝗔𝘃𝗼𝗶𝗱 𝗦𝘁𝗮𝘁𝗲
𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆
Viewer Question: My mom wants to leave her house to my
disabled brother, but we'd like to avoid a state recovery when he
dies, so his daughter can get the house. Excellent...
Oct 3, 2024
#266 | 🤖𝗬𝗲𝗽. 𝗪𝗲 𝗕𝗲𝗮𝘁 𝗔𝗜!
How did we beat AI, you ask? In ALL the ways, acutally. See how in this episode and then schedule your free consultation so you can put us to work to protect you, your family and your assets - now and later.
--
We’re here to help you learn more!