Podcast Episodes

Business Exit Planning, Capital Gains Taxes, & Donor-Advised Funds (7/25/2026)

Selling a business is one of the largest financial events many entrepreneurs will ever experience... But most owners spend years building their compa…

1 month, 3 weeks ago

Before You Surrender Your Annuity...

Owning an annuity you no longer like does not automatically mean surrendering it is the right decision.

Nic has the discussion of how to evaluate an …

1 month, 4 weeks ago

Retirement Tax Traps: Social Security, IRA Withdrawals & Smarter Tax Planning (7/18/2026)

Retirement taxes are rarely as simple as people expect, and making the wrong withdrawal at the wrong time can have consequences far beyond your tax b…

2 months ago

Business Owners Think Beyond Taxes: Structure, Exit Planning & Investment Decisions (7/11/2026)

Whether you're starting a business, growing one, or preparing to exit, the financial decisions you make today can have long-term tax and estate plann…

2 months, 1 week ago

Direct Indexing: Managing Taxes as Your Wealth Grows

For many, index funds are one of the best ways to build long-term wealth. But as portfolios grow and taxable investments become a larger part of the …

2 months, 2 weeks ago

Think First: Better Financial Decisions, Roth Strategies & Long-Term Care Planning (6/27/2026)

Brian Wiley is joined by business coach and author Allison Dunn for a conversation about why critical thinking is one of the most valuable financial …

2 months, 3 weeks ago

Navigating Medicaid: How Families Can Protect Assets and Pay for Care

Most families don't think about Medicaid planning until they're facing a health crisis—but by then, some of the best planning opportunities may alrea…

2 months, 4 weeks ago

Wealth Traps: Rental Properties, Concentrated Stock Positions & Retirement Income (6/20/2026)

Brian Wiley and Jeremiah Bates open the show with a discussion on concentrated stock positions, portfolio rebalancing, and the challenges investors f…

3 months ago

Opportunity Zone Tax Deadlines, Smart RMD Strategies & SpaceX's Record IPO (6/13/2026)

SpaceX officially went public, raising a record $75 billion and becoming the largest IPO in history—and Jeremiah Bates and Nick Daniels spend the fir…

3 months, 1 week ago

Why Modern Estate Planning Looks Different

Estate planning used to be relatively straightforward: create a will, establish a trust if appropriate, and make sure your beneficiaries were named c…

3 months, 1 week ago