Cash is Not the Best Charitable Gift
Episode 205 – The holiday season is also the season of charitable giving which most people do through gifts of cash. But donating highly appreciated assets like publicly traded securities is much better.
The Great Resignation: Tools to Help You Fight It
Episode 199 – If you’re a business owner, by now you’ve undoubtedly heard of the Great Resignation, sometimes known as the Great Reshuffling.
Long Overdue Healthcare Relief for Seniors
Episode 198 – The Inflation Reduction Act of 2022 provides long overdue healthcare relief to seniors and retirees.
Planning for Single Parents
Episode 196 – Single parents must have their financial house in order, through insurance, financial and estate plans, to ensure that they protect their sources of income, existing assets and their children.
Bank on Yourself with Marty Smith
Episode 177 – What exactly is “bank on yourself” and how does it work? In this podcast, we learn all the details you need to know from Regional Vice President Marty Smith.
What Does Life Insurance Have to Do With Divorce?
Episode 166 – What does life insurance have to do with divorce? Life insurance and divorce intersect in several ways.