We’ve all been there—checking our accounts too often, panicking when the market drops, or chasing the “next big thing.” In this episode, we break down the psychology behind these emotional habits and reveals how understanding your behavioral biases can help you make smarter, calmer investment decisions.

👉 Schedule your free smart retirement planning call here and let’s build a strategy tailored to your goals

📅 Check out our upcoming events — including weekly Wealth Wednesday webinars and in-person seminars

Inheriting an IRA isn’t just about receiving money — it’s about following the rules that come with it. In this episode, we break down how inherited IRA rules actually work, including the 10-year rule, spousal vs. non-spousal treatment, and the different categories of beneficiaries the IRS recognizes. You’ll learn how to avoid costly mistakes, understand when required minimum distributions (RMDs) apply, and how taxes and penalties can eat away at your inheritance if handled incorrectly. Whether you’ve already inherited an IRA or expect to in the future, this episode will help you protect more of what your loved one worked so hard to build.

👉 Schedule your free smart retirement planning call here and let’s build a strategy tailored to your goals

📅 Check out our upcoming events — including weekly Wealth Wednesday webinars and in-person seminars

Passing down wealth should be a gift — not a burden. Unfortunately, many families unknowingly make critical inheritance mistakes that can lead to unnecessary taxes, family conflict, and even lost assets. In this episode, we break down the 7 most costly inheritance mistakes people make and, more importantly, how to avoid them. Whether you’re planning your own legacy or preparing to receive an inheritance, this conversation will give you the clarity and confidence to protect your family and your wealth.

👉 Schedule your free smart retirement planning call here and let’s build a strategy tailored to your goals

📅 Check out our upcoming events — including weekly Wealth Wednesday webinars and in-person seminars