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Tag: estate planning

41 results found
episode

The Importance of a Proper Estate Plan

Updated: May 15, 2025

A few weeks ago, the death of musical icon Prince sent shockwaves through fans around the world. But perhaps what…

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episode

What to Do When Life Happens

Updated: April 1, 2025

Here's a simple fact: life happens. Even though we try to plan for everything, we can’t possibly know what life…

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article

The Importance of Wills and Estate Planning

Updated: May 15, 2025

Do you ever worry about what will happen to your possessions if you pass away? What about your kids? It’s…

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episode

Financial Lessons Learned at FinCon

Updated: April 1, 2025

Brian and Bo made their first appearance at FinCon this year and share their experiences with you. They also discuss…

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episode

How to Become a Millionaire

Updated: June 18, 2025

A million dollars seems like such a magic number, but what does it take to get you there? It may…

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episode

Top Tips to Prepare for Retirement

Updated: April 1, 2025

Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available…

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episode

How Do You Hold Your Assets?

Updated: April 1, 2025

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment…

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episode

Discussing Money With Your Aging Parents

Updated: April 1, 2025

The core of this week’s show is staying informed with your parent’s financial situation. Brian and Bo cover what you…

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episode

Finding Your Place in Life

Updated: April 1, 2025

Brian’s recent birthday is the inspiration for this week’s podcast. He reflects on the defining moments in his life so…

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episode

What Financial Pros Aren’t Telling You

Updated: April 1, 2025

This week we analyze the Truths Financial Pro’s Won’t Tell article from the October issue of Consumer Reports and share…

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