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April 15, 2021

Ep 4: Energy Investing - The Oil And Gas Industry

Guest Casey Minshew from Energy Funders talks about some pros and cons of investing in the oil and gas industry and the tax benefits that can come from this sector. If you’ve ever consider this investment, you’ll want to check out this conversation.

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April 15, 2021

Ep 2: Will You Run Out of Money Before You Run Out of Life?

What’s the best way to find the answer to that question? Quite simply, it’s putting together a retirement plan. But where should you start? We’ve put together a book that addresses the key areas of planning that will allow you to determine how much you’re going to need to cover your entire retirement

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April 15, 2021

Ep 1: 7 Deadly Mistakes You Make With Medicare

As part of our wealth and tax planning, we work with people on healthcare and long-term care options. Many of the questions we get involve Medicare, which isn’t surprising because it can be pretty confusing. Today we’ll explain the basics of the program and then identify seven key mistakes that people make with Medicare.

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