Financial Planning
Episode 214: Important Student Loan Policy Updates w. Meagan McGuire
Today we dive into the world of student loans with Meagan McGuire, a Certified Student Loan Professional with extensive expertise in student loan policy and planning. Meagan, who has advised on over $380 million of student debt, sheds light on the implications of... read more
Episode 212: A Common Misconception About Spousal Life Insurance
Today we are talking about a crucial financial aspect: spousal life insurance. As a financial advisor, I’ve encountered tragic stories that highlight the significance of proper life insurance coverage. At the heart of the discussion are two often overlooked... read more
Episode 211: Tax Brief – Asset Sale Vs. Stock Sale In Selling Your Practice Or ASC w. Evgeni Ivanov
In this final segment of our two-part series with tax expert Evgeni Ivanov, we dive back into the complex realm of business transition. Focusing on the distinction between a stock sale and an asset sale, this episode unravels the critical factors that should be... read more
Episode 198: Exploring 457 Plans For Academic & Government Employees
Today we delve into the topic of 457 plans as a component of employee benefits, an area we have not explored previously. I want to take the opportunity to provide a comprehensive understanding of these plans, highlighting their distinctions from the widely known... read more