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Episode 29 – A Recession on the Horizon with guest Paul Dietrich — Part 2
2020-03-25
Episode 28 – A Recession on the Horizon — with guest Paul Dietrich
2020-03-18
Episode 27 – Options to Reduce Your Taxes for Your IRA — With Mary Read, CPC, CPFA, QPA
2020-03-04
Episode 26 – Is Your Estate Plan Public or Private?
2020-02-12
Episode 25 – What is Estate Equalization?
2020-01-29
Episode 24 – Case Study: Charitable Planning
2020-01-15
Episode 23 – Qualified Opportunity Zone Funds Updates — With Brandon Hughes
2019-12-30
Episode 22 – Buy-Sell Agreements Can Save You Millions
2019-12-18
Episode 21 — Doing Well By Doing Good With ESOPs — With Rick Jaye, AIF®, CRC®
2019-12-04
Episode 20 – Turn Your Philanthropy Into a Generational Project
2019-11-20
Episode 19 – Life Insurance as an Asset Class
2019-11-06
Episode 18 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 2
2019-10-23
Episode 17 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 1
2019-10-09
Episode 16 – Private Insurance Structure — With Guest Mark Sims: Part 2
2019-10-08
Episode 15 – Private Insurance Structure — With Mark Sims: Part 1
2019-09-11
Episode 14 – 10 Strategies for Estate Planning
2019-08-28
Episode 13 – 7 Common Objections to Trusts: Part 2
2019-08-14
Episode 12 – 7 Common Objections to Trusts: Part 1
2019-07-31
Episode 11 – Align Your Tribe
2019-07-17
Episode 10 – It’s Not What You Make, It’s What You Keep
2019-07-03
