Episodes

  • Insurance and Money Podcast Episode 19
    Jan 22 2026
    Why Most People Don’t Understand What Insurance Is Actually For.
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    11 mins
  • Insurance and Money Podcast Episode 18
    Jan 15 2026
    Why Protection Matters More Than Growth Later in Life
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    9 mins
  • Insurance and Money Podcast Episode 17
    Jan 8 2026
    What happens to my retirement if the market goes down… and stays down?
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    13 mins
  • Insurance & Money Podcast Episode 16
    Jan 1 2026
    We’re answering this question: What’s the solution to retirement investing with limited—or even no—fees?
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    14 mins
  • Insurance and Money Podcast Episode 15
    Dec 25 2025
    Can you actually lose money in your retirement account without realizing it?
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    15 mins
  • Insurance and Money Podcast Episode 14
    Dec 18 2025
    The topic today is Trusts vs. Annuities — What’s the Real Difference?
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    15 mins
  • Insurance and Money Podcast Episode 13.2
    Dec 12 2025
    The Power of Annuities: Understanding Lifetime Income, Protection, and Guaranteed Wealth Strategies
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    15 mins
  • Insurance and Money Podcast Episode 12
    Nov 13 2025
    How do you get interest on money that's placed in a living trust. And Should You Put Life Insurance in a Trust?
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    13 mins