Kevin asks about using leveraged ETFs (2x and 3x return) for his retirement savings. LEverage Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual...
Play Latest EpisodeKevin asks about using leveraged ETFs (2x and 3x return) for his retirement savings. LEverage Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual...
Ann asks about making qualified charitable distributions from her 457 plan. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact D...
Unless you’re listening to this while flying in your own Gulfstream, federal estate taxes probably aren’t something you need to worry about. In 2026, they only apply to estates over $15 million, or $30 million for married cou...
A listener asks about a spendthrift trust for his adult “airhead” granddaughter. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Cont...
More people are using AI tools every day to ask questions, solve problems, and even talk through personal decisions. But many users make one dangerous assumption: that their conversations are completely private. In reality, A...
Advances in predictive medicine are starting to raise a fascinating question: what if we could estimate our longevity with much greater accuracy? New blood tests and biomarkers are being developed that may help identify risks...