Apr 30, 2025
#354 | Peace of Mind to Travel Without The Kids
𝗛𝗲𝗮𝗱𝗶𝗻𝗴 𝗢𝘂𝘁 𝗼𝗳 𝗧𝗼𝘄𝗻 𝗪𝗶𝘁𝗵𝗼𝘂𝘁 𝗬𝗼𝘂𝗿 𝗞𝗶𝗱𝘀? ✈️🏡
Good for you! Most parents focus on packing bags—but there’s one important detail you might be forgetting.
In this...
Apr 29, 2025
#353 | Co-Ops in Estate Planning
🏢 𝗢𝘄𝗻 𝗮 𝗖𝗼-𝗼𝗽 — 𝗼𝗿 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗔𝗯𝗼𝘂𝘁 𝗜𝘁?
Here’s something most people don’t realize:
Owning a co-op isn’t the same as owning real estate — and transferring it into a trust can open up a can...
Apr 28, 2025
#352 | Legacy That Lasts: The Giving Plan You Didn’t Know You Could Create
🎁You don’t need to be a millionaire to leave a legacy of generosity.
If giving back has always been important to you, it can continue to be a part of your life’s plan—long after you’re gone.
This isn’t just about charity....
Apr 25, 2025
#351 | It's Not Morbid. It's a Gift! 𝗪𝗵𝗲𝗻 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗚𝗼𝗲𝘀 𝗩𝗲𝗿𝘆...𝙍𝙄𝙂𝙃𝙏
Death is a subject many of us avoid discussing, but neglecting to plan for it can leave a burden on your loved ones.
In this short video, I...
Apr 24, 2025
#350 | Purposeful Living. Intentional Spending. Estate Planning 101
𝗪𝗵𝗮𝘁 𝗜𝗳 𝘁𝗵𝗲 𝗚𝗼𝗮𝗹 𝗜𝘀𝗻’𝘁 𝘁𝗼 𝗟𝗲𝗮𝘃𝗲 𝗜𝘁 𝗔𝗹𝗹 𝗕𝗲𝗵𝗶𝗻𝗱?
What would change if you aimed to die with zero—not because you failed to save, but...