A trust can be a powerful legacy tool- but is it the right beneficiary for your retirement accounts? In this episode of Financial Futures, we break down the pros, cons, and tax implications of listing a trust as a beneficiary, especially in a post–SECURE Act world. George is joined by estate planning attorney and return guest Claire DeLorenzo of Forman Law, who shares insights on when a trust makes sense and when it could create unintended consequences.

Forman Law Group: https://www.ourlegalwebsite.com/

More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact

Are you getting the most out of your Medicare benefits? In this episode, we break down Medicare’s moving parts- Parts A, B, C, and D- so you can better understand your coverage, costs, and choices heading into retirement. We’re joined by Paul Doran, owner of Doran Independent Insurance, who brings over 30 years of experience helping individuals navigate Medicare, open enrollment changes, and rising healthcare costs.

Doran Independent Insurance: https://www.doranindependentinsurance.com/home

More about Paul: https://www.doranindependentinsurance.com/paul-doran

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact

With three years of strong S&P 500 growth behind us, are investors heading into 2026 feeling bullish or bearish? In this episode, George sits down with Ed Miller, Chief Investment Officer at Measured Wealth, to explore the key market themes shaping that outlook, including artificial intelligence, interest rates, precious metals, currencies, and broader economic signals. Tune in to learn what’s driving today’s optimism and unease- and what these themes may signal for the road ahead.

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact