Is financial planning merely budgeting? What is REAL financial planning? Why bother with financial planning? We'll tackle this and much more in this episode!

Biden signed the Social Security Fairness Act into law on Sunday, Jan 5th, 2025 and we'll take an in-depth review of Senator Elizabeth Warren's report blasting annuity agents for conflicts of interest behind advice.

Two weeks ago, we discussed some year-end financial planning considerations. Today we welcome back Accountant and Advisor Brian Sommerfield to discuss year-end tax planning ideas!

Money and wealth decisions isn't just about math and it isn't just about our own comfort levels. If we're in long-term relationships, it impacts our spouses, especially if they're the "non-financial spouse."

December is not just about the holidays. Plenty of financial and tax opportunities to be considered before the end of the year!

While we love whole life insurance, it too is not without its possible misrepresentations! If there's anything that gets David Kinder all riled up, it's half-truths being promoted as fact!

Sometimes the 'sizzle' just doesn't measure up! Join us for a discussion on annuity sales messages!