The living benefits of permanent life insurance are often discussed and sometimes the primary purpose of life insurance is forgotten. Premiums are pai...

All Roth money is after-tax but not all after-tax money qualifies as Roth.  Lesley breaks down the key rules so you know when your Roth IRA or Roth 40...

If you contribute to your employer 401k and have been taking advantage of the backdoor Roth 401k option or, if you have an SDIRA (self-directed IRA) w...

I prefer spending time thinking about the concept of longevity vs. retirement.  If we can live to be in our 80s, 90s, and even 100s, how do we prepare...

If you know you need to get a will or trust in place but you have been putting it off, you didn't want to pay the premium fee for an estate planning a...

This is the first day of Women's History Month and Lesley shares a few thoughts on a couple 'women warriors' she admires who have helped women make ec...

Our Black History Month Featured Guest in this episode is Nicole Barham, CEO of Design Your Wealth.  If you are a solopreneur or business owner who ha...

Lesley speaks with Gerald Carr, CEO of All-Pro Builders & Restorations, a general contracting commercial construction business in Charlotte, NC. Geral...

Lesley speaks with 'The Long Distance Investor', Billy Keels for this Black History Month guest feature. Billy shares his unique journey from childhoo...

Lesley speaks with her friend Freddie Taylor, Founder of Urban Intellectuals, a multi-million dollar social impact business filling a hole in the hist...