Ongoing Planning & Portfolio Management

Ep. 202 – Aging in Place: Start Now or Pay Later

Ep. 201 – Why Financial Planning Isn’t Enough, Enter: Vitality Planning

Ep. 200 – A Tale of Two Balance Sheets

Ep. 199 – Social Security: Timing, Taxes & The Truth

Ep. 198 – Medicare 101: What Most People Get Wrong About Medicare

Ep. 197 – 2026 Economic Outlook: What You Need to Know About Markets, Inflation, & Your Investments

Ep. 196 – The Top 5 Episodes Our Listeners Loved + Key Takeaways That Matter Most

Ep. 191 Part Three – How to Have Difficult Conversations Around Wealth: A Practical Workshop

Ep 190 – Part Two – Tips for Difficult Wealth Conversations with Your Family

Ep 189 – Unlocking Business Value: The CEPA Approach to Growth and Exit Planning