Unless you’re listening to this while flying in your own Gulfstream, federal estate taxes probably aren’t something you need to worry about. In 2026, they only apply to estates over $15 million, or $30 million for married cou...
Play Latest EpisodeUnless you’re listening to this while flying in your own Gulfstream, federal estate taxes probably aren’t something you need to worry about. In 2026, they only apply to estates over $15 million, or $30 million for married cou...
A listener asks about a spendthrift trust for his adult “airhead” granddaughter. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Cont...
More people are using AI tools every day to ask questions, solve problems, and even talk through personal decisions. But many users make one dangerous assumption: that their conversations are completely private. In reality, A...
Advances in predictive medicine are starting to raise a fascinating question: what if we could estimate our longevity with much greater accuracy? New blood tests and biomarkers are being developed that may help identify risks...
Most people assume the future will look like the recent past. That’s called recency bias, and it can quietly wreck a retirement plan. If the market has been strong for years, investors start believing those returns will conti...
Saving for retirement is only half the job. In this episode, we discuss the five financial loose ends that can quietly drain retirement income and why addressing them early creates flexibility and peace of mind. Although this...