Mistakes to Avoid in Managing Assets for Estates

Joe and Al invite Nicole Newman, Attorney at Law on the show to discuss the most important estate planning mistakes people need to avoid. Later in the hour, they dive into Social Security, investments and… Read more

Guest: Nicole Newman

Hour 1
jack dugan

What is Probate?

Jack Dugan, CFP® discusses what probate is in this Question of the Week. While it is a necessary and orderly process of transferring assets from a deceased person to his or her beneficiaries, it has several… Read more

Jack DuganJack Dugan

Your Money, Your Wealth Hr. 2

Joe and Al continue discussing the 10 critical pieces of your retirement plan. Also in this hour: seven lessons from Bruce Lee that we can apply to our finances, and recent Social Security… Read more

Hour 2