Episode 240 – Life insurance is the ideal tool to optimize an estate plan. It provides the money at the right time to pay taxes, replace wealth and to enhance and perpetuate a family legacy. It also makes various estate planning strategies more efficient.
Episode 239 – The ultra-wealthy are rooting for Charles and Kathleen Moore in their appeal to the U.S. Supreme Court to fight a tax.
Episode 238 – A surprisingly large number of parents are jeopardizing their financial futures to support their adult children. Is it worth the risk?
Episode 237 – Retirement confidence is eroding in America. What can you do about it?
Episode 236 – The process of getting life insurance is a lot easier than it used to be. In this podcast, we will learn why, with special guest Angela Thieschafer.