Episode 351 - People make financial mistakes all the time, in good times and bad. What are some of the things that people get wrong when things are going well? In a recent article from ThinkAdvisor, a

Episode 350 - Conservatorships have been in the news quite a bit over the last few years. What exactly is it, and how do you avoid having to deal with one?

Episode 349 - Being an optimist has been shown to increase your overall well-being. But in a recent article in Think Advisor, author Michael Finke suggests that optimism can also help with your retire

Episode 348 - Are there things you wished you had learned about money when you were a kid? In todays episode, special guest Hannah Kesler talks about some of her ideas on how to raise children to bec

Episode 347 - The U.S. Department of Labors constantly changing rules on classifying workers as either independent contractors or employees is creating confusion among employers. Whats the current s

Episode 346 - Does it ever make sense to reject an inheritance? On some occasions, a qualified disclaimer can give you a chance to do the right thing, or to avoid a major headache.

Episode 345 - Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills.

Episode 226 - Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills.

Episode 334 - Just starting a business? Do you understand the differences between a sole proprietorship, partnership, C corporation, S corporation or LLC? What type is best for you?

Episode 344 - The One Big Beautiful Bill, or OBBB, is now law. The OBBB extended many provisions created in the Tax Cuts and Jobs Act of 2017, or TCJA. Well review and summarize some of the key aspec