Episodes

  • NIL Money: What Every Student Athlete Needs to Know

    NIL Money: What Every Student Athlete Needs to Know
    Jun 6 2025
    In this episode, we break down the fast changing world of NIL deals with a focus on avoiding predatory contracts, navigating taxes, protecting against litigation and building long term wealth. This is vital info every athlete and parent needs to hear before the first deal is signed.
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    Less than 1 minute
  • Enhanced Planning Isn’t Just For the Wealthy

    Enhanced Planning Isn’t Just For the Wealthy
    May 31 2025
    We discuss the 4 things we recommend everyone do to not just pass on wealth, but create family unity and avoid the most common mistakes made when attempting to create a legacy for our loved ones.
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    Less than 1 minute
  • Recession Fears are Easing

    Recession Fears are Easing
    May 24 2025
    Big Changes with Tariff Pauses have Created a Major Reset.
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    Less than 1 minute
  • Women and Retirement

    Women and Retirement
    Apr 26 2025
    Women face a unique set of financial challenges, especially when it comes to retirement. So today, we’re going to break that down—why women’s retirement needs are different, what steps they can take to plan better, and how to protect a surviving spouse financially.
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    Less than 1 minute
  • 401(k) Mistakes

    401(k) Mistakes
    Apr 19 2025
    This episode is all about 401(k)s—specifically, the common mistakes we see people make with them all the time. We’re breaking down eight big ones, and even if you only catch one that applies to you, it could save you thousands—or even tens of thousands—over the long run.
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    Less than 1 minute
  • Annuity Myths

    Annuity Myths
    Apr 12 2025
    Annuities are one of the most misunderstood financial tools, but can play an important part of your financial plan…IF you know what to look for, what to avoid and how they work. In this episode, we are sharing the top 3 reasons why someone would use an annuity, the pros and cons and what to avoid if you are considering one.
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    Less than 1 minute
  • Tariff Talks: What is the Potential Impact?

    Tariff Talks: What is the Potential Impact?
    Mar 5 2025
    Join us for this episode as we break down tariffs, their economic ripple effects and what it may mean for your wallet.
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    Less than 1 minute
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