life insurance

Ep 27: Mailbag – Divorce, Life Insurance, and More

Today we’re answering your mailbag questions. Should a dentist sell his building and his business? How do you prepare for divorce financially? We’ll answer these and other questions on today’s show.

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Ep 19: Tax Consequences for Different Account Types

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you use them (or don’t) in your retirement planning.

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Ep 17: Is Your Your Financial Plan Out of Tune?

Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan

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