In this episode, Justin and Jared break down the life of another sample client: Teddy & Theresa Taxable. They are retired in their 60s and have a $25 million net worth. They are not worried about running out of money...

  In this episode, Justin breaks down the life of another sample client: Alvis and Alyssa Accumulator. They are in their early 40s and have three kids. Their income and expenses have never been higher. We discuss what...

In this episode, Justin breaks down the life of a sample client: Elvis & Imogen Exxon. They are in their late 50s and nearing retirement from a supermajor O&G company. They have accumulated $5.2M and are planning on...

  In this episode, Justin and Nathan discuss passing financial wisdom down to the next generation. We discuss what kids need to learn and methods to help kids apply these concepts. We discuss how it changes as kids grow up...

In this episode, Justin and Nathan discuss planning opportunities and challenges if you have more than $2M in brokerage assets. We’ll talk through the biggest tax opportunities available to you, estate planning...

In this episode, Justin and Jared discuss how the death of the beneficiary “stretch” RMD has created seismic changes for IRA tax planning. We discuss why the stakes are so high, why the window to fix it is short,...

In this episode, Justin and Jared discuss the issues with assets under management (AUM) fees. We review the conflicts of interest, the balance sheet issues it creates, and what alternatives are available. We especially focus on...

In this episode, Nathan and Jared discuss why they think it’s so hard for Oil and Gas professionals to spend money in retirement. We often see retirees with more than they ever need, yet they have trouble enjoying and...