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

In this episode of Money Moves with MFG, we make the “how much life insurance?” question easy. We break down the three most common methods to calculate your coverage—Income Replacement (multiples of income), DIME (Debt, Income, Mortgage, Education), and Human Life Value—and walk through quick examples.

You’ll learn when each method shines (and falls short), how to avoid common mistakes (like double-counting employer coverage), and how to right-size term vs. permanent for your goals.

👉 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

The One Big Beautiful Bill Act (OBBBA) just reshaped the tax landscape for 2025 — and whether you’re retired, nearing retirement, or a high-income earner, the changes could have a big impact on your wallet.

In this episode of Money Moves with MFG, we break down:

• Higher standard deductions — and who qualifies for bonus amounts
• SALT cap increases and how they could save you thousands
• Tax-free tips and why service workers should pay attention
• Bracket adjustments that might affect your withdrawal and income strategies
• Smart moves to minimize taxes and keep more of what you’ve earned

Don’t wait until tax season to find out what’s changed — the time to plan is now.

👉 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