Invest for Tax Efficiency

It’s not what you make, but what you keep. Being middle income these days can mean paying lifetime taxes to the tune of more than $1.4 Million! If you are looking for a good return on your invested capital, listen to the tactics in this podcast. Remember, Mike is not...

Smartest Ways To Give To Charity

One of the greatest rewards of financial success is giving back to causes you believe in. Charitable giving from an estate can be accomplished in several tax efficient ways. We want to help you make sure that your giving plan has the maximum impact for you and the...

Allocating Your Money

Typical financial advice looks like 60% Stocks and 40% bonds. But in this podcast, we introduce a new way to look at what you own, why you own it AND how to organize your assets a way that makes sense at every point in your...