Podcast & Blog

Check out our latest Podcast episodes and blog posts.

You can also listen to our full Podcast episodes on all major platforms including:

Filter By Category:

Podcast #34 with Chantry Abbott: Reverse Mortgages to Create Wealth?

Reverse mortgages have emerged as a powerful financial tool in retirement planning, offering seniors an innovative way to unlock home equity and secure their financial future. In our latest podcast episode, we dive deep into the strategic role of reverse mortgages, exploring their evolution from a once-misunderstood product to a

Read More »

Podcast #29 with Blake Watson: Making Aging At Home Comfortable & Safe

Are you ready to safeguard the well-being and independence of your aging loved ones? In this enlightening podcast episode, we sit down with Blake Watson, the innovative mind behind Age Proof Homes. Blake’s journey from a successful career in finance to becoming a certified aging-in-place specialist offers a compelling narrative

Read More »

Podcast #26 with David McKnight: IUL’s Vs. Life Insurance

In this enlightening episode, we delve into the complex yet crucial topic of working towards achieving a tax-free retirement. The episode titled “Achieving a Tax-Free Retirement: Index Universal Life, Fiscal Challenges, and Strategic Planning” explores various strategies to minimize tax burdens during retirement. The centerpiece of the discussion is the

Read More »