Financial Infidelity is a Real Thing
Episode 320 – Financial infidelity is a real thing. And the problem may be worse than most people realize. Two new surveys provide us with some fascinating details.
What is a Spendthrift Clause, and When Do People Use It?
Episode 319 – Life doesn’t necessarily get easier when you accumulate wealth. There’s always something to worry about, and at some point, if you’re lucky, your worries evolve from accumulating your wealth to protecting it. If you’re worried about future generations destroying the wealth you’ve worked to accumulate, a spendthrift clause could help ease your mind.
Is Gen Z Falling Behind Already?
Episode 318 – Generation Z, born after 1996, is just getting started with their financial lives. How are they doing so far?
Five Ways to Help Protect Yourself from Scams in 2025
Episode 317 – Be on the lookout. Internet scams are getting more sophisticated. Here are five ways to help protect yourself.
Getting Life Insurance is Easier Than it Used to Be with Angela Thieschafer Revisited
Episode 316 – 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.
What Counts as a Will?
Episode 315 – Can you write your own will simply by recording a video with your cell phone? Not so fast, a Montana court has ruled. In many cases, it needs to be in writing