Legacy Blueprint: Plan It Forward

Tax Planning Before Retirement: Avoiding Costly IRS Problems

Could unresolved tax issues today create financial problems for your family and your legacy tomorrow? CPA Denson Pepper joins Mike Bascom to explore the important connec

The Biggest Retirement Planning Mistakes (And How to Avoid Them)

What are the biggest retirement planning mistakes people make, and how can you avoid them before they jeopardize your financial future? Retirement planning is about much

How to Plan for Long-Term Care Before a Family Crisis Hits

What are the critical, often-overlooked logistical and financial hurdles families face when transitioning a loved one to in-home care—and how can proactive planning preve

The Secret to Charging What You're Worth Without Feeling Salesy

How can pricing your expertise correctly help you build a more valuable business, attract better clients, and leave a stronger legacy for your family? In this episode of

Elder Law Essentials: What Your Family Needs Before You Downsize

What are the essential estate planning steps you should take before downsizing your home? In this special episode, Kanani Briggs, Lead Agent and Mentor at The Curtin Tea

Debugging Finances for Stronger Multi-Generational Wealth

What does it mean to take a protection-first approach to financial planning? CJ Francis-Eronini, managing partner at YU Financial, brings a deeply personal and practical

Bonus Episode: Elevating Professional Expertise Through Industry Trend Knowledge

How can a bucket strategy help in balancing short-term liquidity needs with long-term investment goals? Robert Amato, a seasoned financial planner with a career spanning

Bonus Episode: The Truth About Real Estate: Why It’s a Business, Not Just a Job

Is your home truly a "savings account you sleep in," or are you overlooking the legal protections that keep your biggest investment safe? In this episode, Amy Adams, a l

Bonus Episode: Cash Flow and Tangible Assets: Pillars of Real Estate

How can learning from experienced individuals benefit real estate investors? Samir T. Patel is a prominent real estate entrepreneur and managing partner at Trophy Point

Comprehensive Guidance for Life Insurance Planning

How can a personal family crisis and a background in financial numbers reshape the way we approach life insurance?  Elijah John is a certified life insurance broker with

Bonus Episode: Psychological Barriers: The Hidden Obstacles to Financial Success

Why is it important to establish an emergency fund in financial planning? Alyson Burkett is a distinguished financial planner with a profound commitment to guiding famil

Bonus Episode: AI-Driven Life Insurance Simplification Platform

Which AI tools are optimal for enhancing customer experience in the insurance industry? David Kleinhandler, the visionary founder of Optofino, plays a pivotal role in tr

Bonus Episode: Transformative Financial Empowerment through Community

What role do mentorship and community play in empowering women's financial independence? Sarah Blankenship, with over a decade of experience in the financial services in

Bonus Episode: Consolidations: Bringing Wall Street Values to Main Street Businesses

What role does due diligence play in facilitating a successful business sale? Lee Henry, a distinguished business sales expert based in Georgia, combines his robust work

Uncovering Opportunities in Northeast Georgia's Real Estate Market - with Julie Cunningham

Why is staging and pricing a property correctly important in the current market? Julie Cunningham is a seasoned realtor with 25 years of experience in the real estate ma

Elevating Professional Expertise Through Industry Trend Knowledge - with Robert Amato

How can a bucket strategy help in balancing short-term liquidity needs with long-term investment goals? Robert Amato, a seasoned financial planner with a career spanning

The Truth About Real Estate: Why It’s a Business, Not Just a Job - with Amy Adams

Is your home truly a "savings account you sleep in," or are you overlooking the legal protections that keep your biggest investment safe? In this episode, Amy Adams, a l

Cash Flow and Tangible Assets: Pillars of Real Estate - With Samir T. Patel

How can learning from experienced individuals benefit real estate investors? Samir T. Patel is a prominent real estate entrepreneur and managing partner at Trophy Point

Psychological Barriers: The Hidden Obstacles to Financial Success - with Alyson Burkett

Why is it important to establish an emergency fund in financial planning? Alyson Burkett is a distinguished financial planner with a profound commitment to guiding famil

AI-Driven Life Insurance Simplification Platform - with David Kleinhandler

Which AI tools are optimal for enhancing customer experience in the insurance industry? David Kleinhandler, the visionary founder of Optofino, plays a pivotal role in tr