Estate Planning Lessons from the Rockefellers and Vanderbilts
Are there lessons we should learn from the comparison of the Rockefellers and the Vanderbilts? In this episode, we look at the contrasting estate planning tactics of two of America's wealthiest dynasties. While both families amassed incredible...
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Estate Planning Lessons from the Rockefellers and Vanderbilts
Are there lessons we should learn from the comparison of the Rockefellers and the Vanderbilts? In this episode, we look at the contrasting estate planning tactics of two of America's wealthiest dynasties. While both families amassed incredible...
Estate Planning Lessons from the Rockefellers and Vanderbilts
Retirement has five distinct phases and each of them have their own unique challenges and opportunities. Understanding these distinct phases is importantf or anyone who is approaching retirement or has retired within the past year or two. If you know...
The Five Phases of Retirement
Retirement has five distinct phases and each of them have their own unique challenges and opportunities. Understanding these distinct phases is important for anyone who is approaching retirement or has retired within the past year or two. If...
The Secret Power of Investment Location
In this episode, we dive into the concept of investment location—a tactical approach in asset allocation across various accounts like IRAs and joint accounts, which can significantly influence your tax liabilities. If you’re thinking "I love...
The Home Buying Earthquake That Changes Everything
In today's episode, we discuss the landmark $418 million settlement involving the National Association of Realtors (NAR) and its potential implications for the real estate industry. As retirees and others look to buy or sell homes, they're facing a...
3 Types of Investors Who Should Avoid A Flat Fee Financial Advisor
Flat-fee financial advisors aren’t for everyone. In fact, there are three types of investors who should steer clear of flat-fee financial advisors. In today’s episode, we’ll talk about who should avoid hiring a flat fee advisor and either do it...
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