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.
Beyond the Will: Protecting Your Legacy in the Great Wealth Transfer
As trillions of dollars in wealth move from older generations to their heirs, we discuss why having a will isn't enough to ensure your assets end up with the people you intend. We explain the importance of regularly reviewing beneficiary designations on retirement accounts, life insurance policies, bank accounts, and other assets, including a real-life example of how an outdated beneficiary designation nearly derailed a family's plans. We also explore how changing tax laws and the 10-year rule for inherited retirement accounts can affect the amount of wealth your children and grandchildren ultimately receive—and why proactive estate and tax planning matters.
4 Oct 2026
Don't Ignore Future Taxes
Everybody's looking at this years taxes. But what about your taxes in retirement? Are you looking ahead? So much of your retirement income is subject to taxation. We talk about things you can do now to help minimize your tax burden later.
6 Sept 2026
Stock Market Drops: The Biggest Mistake Investors Make During Volatility
Market volatility can feel unsettling, but pullbacks and corrections are a normal part of long-term investing. While it is easy to assume something has gone wrong during a drop, we help you focus on what you can control by building a plan that plans for the best while preparing for the worst. By preparing your portfolio ahead of time, we ensure you stay on track toward your retirement goals without giving in to fear or panic.
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