When To Convert A Retirement Account To An IRA
Bill goes through scenarios of when it makes sense to convert a retirement account to an IRA.
09:48
Important concepts to consider before you retire and how to set yourself best for asset...
17:17
Bill continues his conversation with Diane Surgeon as the subject shifts to what you need to do...
13:20
Bill welcomes attorney Diane Surgeon to discuss how taking care of yourself when in a caregiving...
11:40
Minimum Required Distributions
Bill breaks down what you need to know about taking money out of a retirement account, before and...
10:48
Bill describes how 401K retirement accounts work and how to avoid some common mistakes.
10:34
Bill dives in to the options and costs of the various forms of long-term care that are available.
13:00
Bill explains what umbrella insurance is, how it should be used, how much you should have and why...
09:32
Bill explains how a potential new piece of legislation could create major changes for retirement...
16:40
Asset Protection with Revocable Trusts
Bill goes into detail on how trusts work and how revocable trusts can be used in your asset...
10:18
Using Life Insurance as a Gift
When thinking of gifts to leave for grandchildren, Bill shares why he believe life insurance is...
10:30
Bill explains why a medical release should included in your legal documents and the problems it...
10:20
Bill shares a story of how family dynamics and unravel your planning, and how that can be avoided...
10:38
Bill explains what a stretch IRA is and the two major benefits that it provides.
08:39
Bill explains the importance of the legal document known as the digital release. Not having one...
12:27
Bill exposes pitfalls and unforeseen expenses that can bust your budget when you're on a fixed...
11:37
What To Know About Writing Your Own Will
The will is one of the most misunderstood legal documents. In this episode Bill explains why it's...
12:09
Veterans Assistance - Special Episode Part 3
In our final installment of our series on VA benefits, Bill walks us through the application...
12:40
Veterans Assistance - Special Episode Part 2
In the second episode of our three-part series, Bill explains what the VA Improved Pension...
21:40
Veterans Assistance - Special Episode Part 1
Bill goes in-depth on potential veterans benefits, explaining why navigating the waters of the VA...
15:26
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