How is my Financial plan doing?

 Evaluating your financial plan goes far beyond tracking daily stock market swings—it's about knowing whether your money is actually on track to support your real-life goals. This episode breaks down the key metrics you should measure during a financial checkup, from progress toward retirement to risk exposure and tax efficiency. Tune in to learn how to run a complete diagnostic on your portfolio so you can make smart adjustments before small detours become costly setbacks.  

This week, we talk to an attorney and explain the probate process, how trusts work, and the steps families can take to avoid unnecessary legal complications after a loved one passes away. They discuss wills, beneficiary designations, trustees, funding a trust, and common mistakes that can lead to family disputes or costly probate proceedings. Whether you're creating an estate plan for the first time or reviewing existing documents, this episode offers practical guidance to help protect you.

With inflation, Social Security changes, and rising healthcare costs on retirees' minds, this episode tackles the most common retirement questions people are searching online right now. Todd breaks down strategies for managing retirement withdrawals, understanding Social Security and Medicare updates, finding flexible post-retirement work, and protecting financial accounts from scams and hackers. Learn practical steps you can take today to strengthen your retirement plan, safeguard your savings

 Leaving your children a financial mess is one of the fastest ways to strain your legacy and their future. This episode breaks down the critical estate, tax, and communication blunders parents make that inadvertently leave behind a mountain of paperwork, hidden debt, and family conflict. Tune in to learn how to protect your assets—and your relationships—with proactive, transparent planning.