• Season 2: Ep 14: Long Term Care Overview: Going from “get to” to “forced to”
    Apr 17 2025

    What is Long Term Care? What is a Partnership LTC policy? What happened in Washington State about long term care? All that and more we'll cover today.

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    59 mins
  • Season 2, Ep. 13: Financial Literacy Series: Planning for Business Owners and Professionals
    Apr 10 2025

    There are five ways out of business. Do you know what they are? Can you exit your business with the maximum profit for you and your family?

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    56 mins
  • Season 2, Ep. 12, Financial Literacy Series: Understanding the U.S. Income Tax System
    Apr 3 2025

    We'll discuss how there are TWO U.S. Tax Codes, the difference between tax avoidance and tax evasion, tax incentives, and tax disincentives.

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    1 hr and 2 mins
  • Season 2, Ep 11: Financial Literacy Series: Maximizing Social Security and Minimizing Income Taxes
    Mar 28 2025

    This is a popular RETIREMENT workshop held all over the country by various insurance agents and financial advisors. Learn the same information from us! Of course, if you want advice for your own situation, be sure to reach out to us.

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    55 mins
  • Season 2, Ep 10: Financial Literacy Series: Taxes, Government Spending, and the Economy
    Mar 12 2025

    How does Taxes and Government Spending affect the economy? Should we incorporate that information in our wealth & retirement planning?

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    1 hr and 2 mins
  • Season 2, Ep 9: Financial Literacy Series: Investments and Compounding Wealth
    Mar 5 2025

    What is the "Time value of money?" Where in finance does it say that to succeed financially, you have to lose 30-50% of your investment values every few years? We'll discuss all these things!

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    1 hr and 7 mins
  • Season 2, Ep 8: Intro to Retirement Planning and Retirement Accounts
    Feb 27 2025

    Hasn't life has changed over the last 30-40-50 years? Is planning for your retirement your employer's job? Join us as we tackle some of these areas!

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    1 hr and 1 min
  • Season 2, Ep 7: Methods for Planning for Children's Education
    Feb 19 2025

    What is the FAFSA? How is the Expected Family Contribution (now the Student Aid Index or SAI) calculated? This and more!

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    35 mins