Estate Planning 101: Protecting Your Loved Ones

estate planning 101

Can you confidently say your family’s financial future is protected? Staring down the barrel of a life-altering moment, I was forced to confront the fragility of existence and the critical importance of having one’s affairs in order. That harrowing experience became a catalyst for today’s soul-searching episode of the Money Advantage podcast, where we navigate…

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How to Protect Your Lifestyle with Insurance – Meaghan Dowd

How to Protect Your Lifestyle with Insurance

Insurance may often seem like an enigma, a complex puzzle that’s challenging to decipher. You’re not alone in feeling this way. However, understanding insurance isn’t just a necessity; it’s the foundation for securing your financial future. Learn how to protect your lifestyle with insurance. In our most recent podcast episode, we were delighted to have…

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How to Protect Your Money Against Inflation

Protect Money against Inflation

Are you feeling the rise in prices and wondering what the long-term effects will be on your financial goals? When inflation eats away at the value of your dollars, how do you protect from inflation? What are your options for a level-headed approach to getting your money to do the most today and in the…

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Keys to Asset Protection, with Douglass Lodmell

Asset Protection Douglass Lodmell

Should you be concerned about asset protection? What types of risk should you know about? What you don’t know about protecting your assets CAN hurt you. In this episode, we’re talking with Douglass Lodmell, one of the nation’s leading asset protection experts and founder of Lodmell & Lodmell about asset protection and how it works.…

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Investments Don’t Hug, with Mark Bertrang

Investments Don't Hug - Mark Bertrang

Have you wanted a way to share your greatest possible gift of love with your spouse, children, and loved ones, but weren’t exactly sure how? The best gift requires out-of-the-box thinking because it’s not something you can buy at Hallmark. Investments Don’t Hug, by Mark Bertrang, shows you how. It’s the most poignant, emotional, and…

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Buy-Sell Agreements: Using Life Insurance to Fund Your Exit Strategy

Buy-Sell Agreements - Using Life Insurance to Fund Your Exit Strategy

Locking in your exit strategy with a buy-sell agreement can create great certainty.  The reason is that it will accommodate the continuity of your company in the broadest range of circumstances. Planning for your continuation when you or your co-owners exit is critical.  It could mean the difference between ownership transition becoming the capstone of your…

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Why the Executive Bonus Plan Is the Ideal Golden Handcuffs

Executive Bonus Plan: The Ideal Golden Handcuffs

The Executive Bonus Plan can be the ideal “golden handcuffs” for the top talent you can’t afford to lose.  In truth, associating long-term dedicated employment with slavery seems a bit archaic and melodramatic.  We all know you can’t keep good people by holding them hostage.  Instead, you’ve got to set the table that attracts them…

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