It's All About the $Money, Honey!

You will have no trouble finding a financial advisor to help you - if you already have money. The problem with that is most people are older when they reach this point. What about when you're younger and haven't yet built your wealth? Who will be there to guide you then? Many Millennial and Gen Z investors find it difficult to get answers from financial advisors because they don't yet have the wealth those advisors require to work ...

Beyond investment management, wealthy families consistently ask for one thing from their wealth management team more than any other - tax reduction. Big shocker, right? Millionaires want to pay less in taxes. In fact, everyone does. The problem is that many wealth families do not fully understand how their money is taxed. This causes them to be inefficient and miss out on great tax savings strategies. In this episode, we share the ...

Millionaires tend to be, well, needy. They need a lot of different services. Different advice. Different perspectives. Usually, they have to hire multiple different advisors to get all these services. However, if you hire a primary wealth manager who can provide guidance on everything you need, it's much simpler and cost effective. In this episode, we share the top 5 things Millionaires are begging their wealth management team to p...

No one likes thinking about what life will be like after they're gone. Yet, not thinking about your death won't prevent it. So, why not make sure that your final wishes are known by the people most likely to inherit all your stuff? There are four key mistakes we see people make with their estate plans and the good news is, they are all easily corrected. The bad news? You're probably not even paying attention to them. In this episod...

In today's 24-hour news cycle world, our social media timelines and minds are filled with all manner of disasters, catastrophes, global conflicts, political turmoil, trade wars, and celebrity wardrobe malfunctions. It gets to the point that you think the entire world is falling apart. This causes you to panic, which causes you to bounce in and out of the market. It might seem you are making the right decision. Unfortunately, histor...

Congratulations, you survived another Tax Day. You can relax, breathe easier, and know that you won't have to think about Uncle Sam for another year, right? Not so fast. The reality is every day is Tax Day. Anytime you earn a paycheck. When your investment accounts earn income or harvest gains. When your bank account earns interest. All are adding to your tax bill. In this episode, we share some of our favorite tax reduction and el...

In her book, On the Edge, famed adventurer Allison Levine explains one of the most valuable lessons she learned in climbing Mount Everest. Reaching the summit is only half the journey. You still have to get down.

Reaching retirement is a lot like reaching the peak of a mountain. For years, you expended time, energy, and discipline ascending. When you finally retire and take in the view of what the next 30 years of your life ...

If you’re retired—or getting close—you’ve probably found yourself wondering: What’s really going to happen to Social Security? Will the checks keep coming? Will benefits be reduced? And most importantly… will it be enough? These aren’t just financial questions—they’re deeply personal concerns that touch on security, independence, and peace of mind. And right now, millions of re...

Picture this - you're at a family dinner, the wine is flowing, the food is great, and then…it happens. Someone mentions the inheritance. Or how the family business is going to split. Or where we’re going to put mom and dad when they can no longer take care of themselves. Suddenly, the room is quieter than a library during finals week. But here’s the thing – while conversations like that make us want to run ...

You probably think your retirement plan is completely safe. You’ve taken all the precautions, gotten everything in place to enjoy a nice, gentle retirement. Everything looks calm on the surface. However, underneath, there are forces at work trying to dismantle your hard earned wealth. We call these the silent assassins – you never hear them coming and only when it’s too late do you understand the danger you were i...

Preparing for and successfully navigating retirement requires you to make several big decisions. Some of those decisions are really fun – where are we going to travel, what new car will I buy, which home improvement project will we tackle first Others are more like the vegetables of retirement – you know you need them, you know they’re good for you – they just don’t taste as good as the sugary sweet de...

You may be surprised to learn that millionaires still worry about money. Having more money doesn't automatically mean you won't have problems. In fact, it often creates more problems. Once you have money, how do you keep it? How do you invest it? How do you spend it? How do you pass it to your heirs? Still, there is one thing we consistently see millionaires do that others don't. They create systems to stay organized. In this episo...

For decades, we’ve been told retirement equals freedom. But here’s what many retirees don’t expect - loss of identity, an empty calendar, and the question, “Who am I now?” We spend 30 to 40 years building careers that provide us influence, status, and structure. Then one day, it just stops. What often follows isn’t celebration, but confusion, loneliness, and sometimes, even grief. In this episode...

There are currently about 22 million Millionaires in the United States, or roughly 1 out of every 15 Americans. Since 2000, an average of 580,000 new Millionaires joined the ranks each year. So, how does one become a Millionaire? You might be tempted to think that the biggest factor is having a large income. That certainly helps, but it’s not the #1 factor. In this episode, we reveal our top 5 reasons people become Millionair...

Having money is certainly better than not having money. Money is a tool that allows you to live a comfortable lifestyle. Yet, money cannot guarantee that the lifestyle you're living is one that gives you purpose. For that, you must look beyond the assets you own and consider how you're using the wealth you've built. In this episode, we welcome financial advisor and author Barry Moschel to discuss his book Make It A Life Worth Livin...

Some of the most sweeping tax changes on the horizon will impact the estate you leave to your heirs. Beginning in 2026, the amount of assets you can pass to your heirs without paying estate tax will fall. These changes, if allowed to take effect, could significantly alter how you manage your estate plan. In this episode, we'll discuss those changes and how they might impact you. Later, we share some simple strategies for maximizing...

As talk of tariffs continues to roil the stock market, many investors have decided they are packing it in for now. They are done riding the market roller coaster and waiting for a smoother ride to get back in. However, just because the market is down doesn't mean there aren't opportunities to be found, if you know where to look. In this episode, we share some of the ways you can take advantage of a falling market with long-term ben...