Longevity

Ep. 209 – Documents Aren’t a Plan: The Truth About Estate Planning With Marty Shenkman

Ep. 208 – My Children Didn’t Want to Hear It Either: A Practical Checklist for Decisions After Death

Ep. 207 – Dear Patti: 76% of Americans Have an Estate Plan They’ve Never Seen

Ep. 202 – Aging in Place: Start Now or Pay Later

Ep. 201 – Why Financial Planning Isn’t Enough, Enter: Vitality Planning

Ep. 200 – A Tale of Two Balance Sheets

Ep. 198 – Medicare 101: What Most People Get Wrong About Medicare

Ep. 196 – The Top 5 Episodes Our Listeners Loved + Key Takeaways That Matter Most

Ep. 195 Required Minimum Distributions Explained: Key Moves Before Year-End

Ep. 194 – The Biggest Charitable Giving Opportunity You’ll Have Before 2026