Podcast Episodes

Eliminating the Step-Up in Basis?

The step-up in basis or stepped-up basis allows property and businesses to be passed to the next generation without a tax on the appreciation.

Biden'…

4 years, 9 months ago

Is Poverty Rising?

Poverty has always existed and always will. Despite the "War on Poverty" (the most monetarily expensive war), poverty rates in America have been stea…

4 years, 9 months ago

A Costly Comparison

Recently we've had a few Indexed Universal Life policy contracts come across our desk for review. As part of our review process, we calculated the co…

4 years, 10 months ago

Life Insurance Celebrities

With possible changes to the tax code looming, it is likely life insurance will become an even more important planning tool for people who want to bu…

4 years, 10 months ago

Americans Will Suffer!

Joe Biden is on record for stating "Americans will suffer under my administration". Biden's economic policies are threatening to turn out a lot like …

4 years, 10 months ago

Opium and Life Insurance… any Connection?

There is a fascinating history around governments and the way they deal with drugs. Hippocrates warned against the use of opium except for some medic…

4 years, 10 months ago

The Cremation of Sam McGee

Beyond the fact that Sam was from Tennessee, we are ignorant of much of his life… except that his cremation was the strangest sight the Northern Ligh…

4 years, 11 months ago

What's wrong with Cancel Culture?

Cancel Culture isn't anything new. Although the name has changed over the years the selfish ideas and beliefs behind it have remained the same.

Cance…

4 years, 11 months ago

Is World Population an Economic Concern?

World population is a major concern… but not in the way many people see it. 

Anyone who has taken a flight across the US should realize that overpopu…

4 years, 11 months ago

What type of Life Insurance should I own?

There are two categories into which all Life Insurance products fall: Temporary and Permanent. In general, term products are classified as temporary …

4 years, 11 months ago