Format: et-post-format-video

In this episode, we talk about Secure Act 2.0, the newest piece of tax legislation passed into law. We discuss the major changes, how it impacts O&G professionals, and who are the winners/losers as a result of the new rules....

In this episode, we discuss the market’s performance for 2022. We discuss the biggest surprises, why we’re bullish, and what the data looks like over a longer time period. Show Notes JP Morgan’s Guide to the...

What should you do if you are in your 50s and your employer starts taking away benefits? In this episode, we discuss when you should leave, how to consider the trade-offs, and how post-employment consulting fits in. We also...

In this episode, we talk about what important financial planning strategies you should consider prior to year-end. We also discuss the importance of working with your CPA to ensure the plans executed are actually reflected on...

In this episode, we talk about what happens to your financial plan when you’re gone. How do I ensure my financial plan continues and that my surviving spouse is taken care of? How do I set my family up for success? Show...