You Can't Take It with You (But You Can Make It Difficult)

Coming February 21, 2026! 

We explore the chaotic world of "creative" inheritance by sharing cautionary tales of beneficiaries who had to complete bizarre tasks to claim their keep. We break down the fine line between establishing a meaningful legacy and inadvertently reaching out from the grave to micromanage your family's every move. Tune in to learn how to structure your estate so your loved ones remember your life, rather than resenting your legal paperwork. 

 In this episode, we dive into the "longevity risk" and why women must approach retirement planning differently than men to account for a longer life expectancy. We explore practical strategies for bridging the wealth gap, ensuring your portfolio remains resilient against inflation over several decades. Join us as we discuss how to transform the challenge of living longer into an empowered opportunity for financial independence and legacy building. 

 In this episode, we tackle the critical transition from saving to spending to ensure your 2026 retirement starts on solid ground. We break down our signature Five Pillars framework, offering a clear strategy to optimize your taxes, secure your healthcare, and shield your lifestyle from market volatility. Join us to turn those lingering financial "what-ifs" into a concrete blueprint that replaces retirement anxiety with genuine peace of mind.  As we step into 2026, this episode provides a necess

 While the rest of the country fixates on "frozen tundra" stereotypes and high tax brackets, we're crunching the numbers to show why the Bold North is actually a hidden powerhouse for building long-term wealth. In this episode, we break down how Minnesota's high density of Fortune 500 companies and relatively stable housing market offer a "middle-class luxury" that coastal hubs simply can't match. Tune in to discover why staying put in the Gopher State might just be the smartest, most contrarian