Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
Millennials Need Estate Plans Too — and It’s Not Just About a Will
Estate planning isn't just for older generations or those with substantial wealth. In this episode, we explore why millennials should start planning now, from coordinating beneficiaries and protecting digital assets to establishing powers of attorney and deciding whether a will or trust makes sense. We discuss how major life changes can affect your estate plan and why taking a few simple steps today can help protect your loved ones and ensure your wishes are honored.
10 Oct 2026
Do You Need a Trust, or Is a Will Enough?
Deciding between a will and a trust depends on more than the size of your estate—it also comes down to your family dynamics, financial goals, and how you want your assets distributed. We explain the key differences, including probate, privacy, control over when beneficiaries receive their inheritance, and why properly funding a trust is essential to making it work as intended. Learn when a will may be sufficient, when a trust could offer additional protection, and how to start planning for your family's future.
26 Sept 2026
What We’ve Changed Our Minds About Over the Years
In this episode, we reflect on how our financial planning strategies have evolved over decades of practice, particularly regarding tax-deferred accounts versus tax-free growth. We discuss how unexpected taxation on Social Security and rising Medicare premiums can surprise retirees who solely relied on traditional IRAs and 401(k)s. Tune in as we share insights on navigating changing tax laws and building more personalized, tax-efficient retirement plans.
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