If you are a small business owner or independent contractor with a high income who is tired of paying the government too much in taxes, you need to watch this! This little-known, IRS pre-approved retirement plan called The Defined Benefit Plan, can save you more in taxes than you thought was possible and help accelerate your retirement timeline. In this first episode, we provide an overview of the plan and discuss how it could help you.

One of our clients who recently implemented the plan said “Instead of writing a check for $40,000, I am now receiving a refund.” That’s right, money back from the IRS. If you qualify, this strategy could mean tens of thousands of dollars back every year!

Have you ever been a victim of fraud or identity theft? Or perhaps you know a close family member or friend who was? Chances are you have. In this episode, we want to share our best tips to help you protect your assets from cyber-attacks.

With the market certainly being very volatile this year, there’s a common misconception that the market has now become in fact, risky. In this podcast episode, we address the true difference between risk and volatility, including why it is so important to separate the two concepts.

With the market continuing to stay volatile, we wanted to bring to your attention an alternative investment that aims to protect against market downturns while still allowing plenty of upside potential. These investment vehicles, called structured notes, are in use for many of our clients already and we are seeing them work very well during times like these. This episode seeks to help you better understand what structured notes are and how they work.

We’ve officially entered a bear market, and the word recession is dominating news headlines. How bad is it? And why is this happening? Furthermore, what should you do to make sure you are in fact, taking advantage of this bear market? In this episode, we talk through the Bear Market Playbook, a proven plan created to help ensure you are strategizing appropriately and putting yourself in a position to best maximize your wealth during times of uncertainty.

When you’ve worked hard and your nest egg more than covers your financial goals, you may also want to provide financially for your loved ones. In this episode, we dive into the details of gifting and discuss three key questions you should ask yourself when considering making a financial gift.

When the stock market takes a dip, it’s hard to ignore the fear that “the sky is falling.” However, investors are well-served when they can harness their emotions and stick to their plan. In this episode, we will review three important principles to cling to during a market downturn.

When it comes to setting goals, financial goals can be among the hardest to identify, set, and measure. Even within the same household, everyone has a different idea of what it means to set a “money goal.” In this episode, we discuss how to best approach goals regarding our financial needs, wants, and wishes.

Please join us for our first ever video podcast where we will take a deep dive into a key aspect of financial planning: 401(k)s. We explore the important features of 401ks, how they’re different from IRAs, and what this all means for you.