Episode 148 – An independent study concludes that the best retirement savings strategy includes permanent life insurance, such as whole life, and defe...

Episode 147 – Employee retention is one of the biggest concerns for business owners. Loan Split Dollar is a very popular strategy to retain high-perfo...

Episode 146 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, ...

Episode 145 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, ...

Episode 144 - The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, ...

Episode 143 - September is a great time to be thinking about life insurance, and today we celebrate the fact that getting life insurance is much quick...

Episode 142 - America’s wealth gap has gotten a lot of attention lately, but did you know that it is even more pronounced when you factor in life insu...

Episode 141 - Most business owners don’t know the true value of their company, but they need to, for a variety of reasons including business, estate a...

Episode 140 - Saving money may seem like a low priority. But the results of not saving early or not saving enough can’t be reversed later on. More tha...

Episode 139 - The IRS recently announced its annual "Dirty Dozen" tax scams for 2021, this time with special emphasis on pandemic-related tricks.