Podcast episodes
Season 1
S01 E22 - Estate Planning: Where to Start
Estate planning is not a set of documents. It is a process of understanding who is involved, needs that they have, and threats that they will likely face. It is understanding what you own, how you own it, and how it will pass to ...
S01 E20 - Real Families, Real Challenges
This episode looks at real family situations and how people decided to own property and why. It shows how people think about their arrangements and how it actually plays out when a family member encounters a predictable challenge...
S01 E19 - Life Planning from Personal Experience
Life comes at you fast. Unexpected health problems emerge. Assembling a team to get you through challenges becomes essential. In this episode, Brian Kennedy of KCA Wealth Management describes the kind of planning he does with c...
S01 E18 - The A-B-C's of Medicare
Medicare will play a crucial role in the later years of life as a person's health insurance. But Medicare does not arrive in a neat one-size-fits-all package. There is a dizzying array of coverages and copays. Choosing the right ...