May 12, 2025
This week, Jason and Mac discuss the challenging journey of financial planning after divorce or losing a spouse. They share insights on managing the overwhelming feelings that come with major life transitions and offer practical steps to regain financial clarity. Rebuilding your financial life isn't just about the...
Apr 28, 2025
This week, Mac and Jason discuss how dynasty trusts can be used as powerful estate planning tools for preserving family wealth across generations. They explain how these specialized trusts can minimize taxes and protect your assets long-term. Dynasty trusts can have significant benefits, but they may not be for...
Apr 14, 2025
Wealth transfer planning is more than writing a will. It’s a way to make sure your money serves your values and supports the people you care about. This week, Jason and Mac break down how to navigate the complexities of wealth transfer, minimize tax burdens, and prepare the next generation for...
Mar 31, 2025
This week, Mac and Andrew discuss the key differences between term and whole life insurance. They share how each type of policy works, the advantages and limitations of both, and who might benefit most from each option. Learning about the difference between term and whole life insurance can help you determine...
Mar 17, 2025
Running your own business means taking charge of your retirement planning too. This week, Mac and Jason discuss the retirement options available for self-employed individuals. They break down the features and benefits of Solo 401(k)s, SEP IRAs, SIMPLE IRAs, and traditional/Roth IRAs. You'll learn how to select the right...