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Wealth Strategy Conversations: Podcast Library

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Savers need to put themselves into the best position to control taxes and pass on assets after death. But not only after death. The truth is that throughout our investing timeline, life situations force investment strategy changes in both our taxable and retirement accounts.


Check out video podcast series discussing important topics created as consequences of the 2019 SECURE act.

Podcast 01

Changes Demanding changes! Secure Act of 2019; Broken Promises

The SECURE Act of 2019 disrupted how retirement accounts are inherited — and how you should plan today. In this episode, we cover:



  • The elimination of the Stretch IRA
  • New Required Minimum Distribution (RMD) rules
  • Why old tax-deferral thinking no longer works
  • How younger and older investors must adapt now

Podcast 02

Where to save? Tax deferred; Retirement Plans, IRAs, Taxable Accounts, Real Estate etc.

The rules have shifted — so where should your next dollar go? We compare tax-deferred vs. taxable options and explore:



  • Retirement plans, IRAs, brokerage accounts & real estate
  • Which account types fit which life stages
  • Rollover, convert, or withdraw — what’s best?
  • How beneficiary setup affects long-term results

Podcast 03

What does it mean to "Roth It"? Should you Convert to a Roth?

The Roth IRA remains one of the most powerful tools in retirement planning — but it comes with critical timing decisions. We break down:



  • How tax law changes made Roth conversion more attractive
  • Whether you'll be in a higher or lower tax bracket later
  • High RMD risks for traditional IRAs
  • When conversion doesn't make sense

Podcast 04

How can Life Insurance solve problems in retirement & passing on your estate?

Life insurance isn't just for emergencies — it can replace lost tax advantages, provide liquidity, and offer control over your legacy. Learn:



  • How the SECURE Act makes life insurance more relevant than ever
  • When it makes sense to “replace” your IRA with insurance
  • How much coverage you need
  • Special strategies for self-employed individuals

Podcast 05

Escaping the Estate (death) tax – Estate Planning is not just about tax saving.

Estate planning is about more than avoiding taxes — it’s about keeping your intentions intact. In this episode, we explore:



  • Why death tax exemptions don’t cover everyone
  • How poor planning leads to unnecessary loss
  • Tax-efficient strategies to pass IRAs and assets
  • Why complexity may be necessary for simplicity