Podcast Episodes
Back to SearchPreserving Generational Wealth With Josh Kanter of Leaf Planner: The Missing Piece Isn’t Paperwork
The Questions No One Can Answer After Dad Dies A man spends his life building a sophisticated estate plan—brilliant strategies, impeccable legal work…
6 months, 4 weeks ago
Will AI Replace Financial Advisors? Why Wisdom Still Wins in Real Life Money Decisions
The Moment “Confident” Sounds Like “Certain” A few weeks ago, we found ourselves talking about how quickly AI is moving. It’s not just that it can an…
7 months ago
How to Avoid Estate Tax Legally: The Planning Moves That Protect Your Family’s Legacy
The “Billion-Dollar Asset” That Still Had to Be Sold A story Bruce shares in our retirement class teaching always stops people in their tracks. A fam…
7 months, 1 week ago
Financial Planning Mistakes: The Most Risky Moves Aren’t What You Think
Bruce said something on the show that stuck with me because it’s so honest: Everyone thinks they’re an aggressive investor… until they lose money. An…
7 months, 2 weeks ago
Cash Flow vs Accumulation: How to Build Multigenerational Wealth
A Hospital Room Reminder About What Really Matters When Bruce recorded this episode, I was in the hospital. He carried the podcast solo while I was h…
7 months, 3 weeks ago
How Much Do I Need to Retire? Rethinking the Number, the Risk, and the Cash Flow
The Couple With $8.5 Million… and One Salad “Bruce, I’m afraid we’re going to run out of money.” He had over $8.5 million across different accounts. …
8 months ago
How to Teach Kids About Money: Habits, Mindsets, and Conversations That Last a Lifetime
The Day a Cookie Business Changed How My Daughter Saw Money After watching a kid biz launch challenge our eight-year-old decided she wanted to start …
8 months, 1 week ago
Emergency Fund Alternatives: Liquidity That Protects Your Family—Without Sacrificing Growth
The Day the “Emergency Fund” Met Real Life Rachel here. Many tell us the same story: “I saved the emergency fund, but I’m worried I’m losing ground t…
8 months, 2 weeks ago
Overcoming Financial Fear: Shift From Scarcity To Abundance With Traditional Planning
Many people make more money and somehow feel more afraid. Afraid to decide. Afraid to lose. Afraid to look foolish. Afraid to miss out. https://www.y…
8 months, 3 weeks ago
Taxes and Wealth Creation: The Truth Most Families Never Hear
A few weeks ago our 14-year-old daughter ordered a $30 item online with her own hard-earned cash. She was proud of herself—until a notice popped up: …
9 months ago