Recent Podcasts
August 22, 2026 - Money Matters Podcast
Protecting Wealth: Taxes, Concentrated Stock and Risk
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August 15, 2026 - Money Matters Podcast
$3M+ Retirement: Long-Term Care, Early Inheritances & The "3 C's" Strategy
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August 8, 2026 - Money Matters Podcast
AI Investing Insights & Strategies for RSUs and Roth Conversions
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August 1, 2026 - Money Matters Podcast
Case Studies: Protecting Your Legacy from IRA and Insurance Traps
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July 25, 2026 - Money Matters Podcast
Multi-Million Dollar Retirement: Roth Conversions & Estate Planning
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July 18, 2026 - Money Matters Podcast
$2.1M Gifting & Business Exits: Estate Planning Case Studies
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July 11, 2026 - Money Matters Podcast
$450k Salaries & $1.1M Portfolios: Two Retirement Case Studies
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July 4, 2026 - Money Matters Podcast
Roth Conversions & The $5M Case Study: Is Your Portfolio Too Concentrated?
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June 20, 2026 - Money Matters Podcast
Managing AI Risk, Roth Strategies, and the Annuity Trap
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