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Recent Episodes

The Hidden Dangers & Benefits of Life Insurance with David Kottler, J.D., C.A.P. (Ep 43)

Posted February 21, 2024 • 00:23:33

Life insurance is more than just a way to protect your loved ones in case of your death. It has the potential to be a powerful tool to enhance your...

The State of the Market in 2024 (Ep. 42)

Posted February 7, 2024 • 00:40:48

Welcome to an eye-opening exploration of what’s really happening with the markets as we usher in 2024. If you thought 2023 was a rollercoaster, prepare...

Simplifying the Complexity of Indexes with Laurence Black (Ep. 41)

Posted January 24, 2024 • 00:21:15

Choosing the right index for your investment goals can be a daunting task, especially when there are millions of options available.

How do you...

Inside a Multigenerational Family-Owned Business with Don Kirkham (Ep. 40)

Posted December 14, 2022 • 00:27:32

Family-owned businesses are beneficial to the economy in more ways than one, but there can be challenges along the way. Especially when there is a pandemic...

Transitioning Your Parents Into Assisted Living with Sarah Dixon (Ep. 39)

Posted November 30, 2022 • 00:25:15

As our parents age, sometimes it’s necessary to find a place where their quality of life will be better.

Many difficulties can arise in this...