Alternative investments can be a very attractive option, but it’s critical to consider the requirements each individual should meet and the risks involved before entering the space. In this episode, J

Are you a small business owner? Get ready for a deep dive into the world of financing for small business owners with Senior Vice President of Enterprise Bank, David Miller. If youre interested in lea

In this episode, Bobby Samuelson, President and CEO of Life Innovators, breaks down the complexities of traditional fixed income investing options, and explores how life insurance can be used as an as

Its impossible to measure the value of a human life. Who you are as a person, and what you mean to your family, friends, and your community, cannot be measured or a dollar value placed upon it. If yo

With years of experience in helping businesses plan their exit strategies, Ken Alter, Managing Director at Planning Alliance, shares his insights on the mechanics of ESOPs(Employee Stock Ownership Pla

While retirement accounts have powerful tax advantages, they might also have significant disadvantages if we dont understand the rules. In this episode, Jim McGovern discusses retirement accounts an

Insurance is often marketed based on finding lower prices, but its time to take a closer look at the quality of the coverage youre purchasing. In this episode, Michael Moore, CAPI, CPRM, PLCS, of Ma

You want to make sure your protection in your estate plan is complete and its engineered with extreme conditions in mind. Yet many people have wills and trust with safety features that expire when th

If youre feeling stressed about your student loans, we hope this episode can provide relief and support to help you clear your debts. With the latest announced student loan forgiveness program, there

One of the most important documents that a business owner should have is a buy-sell agreement which doesnt seem to get a whole lot of attention. In this episode, Jim McGovern shares a step-by-step pr