Your Financial Advocate
Latest Episodes
The Hidden Dangers & Benefits of Life Insurance with David Kottler, J.D., C.A.P. (Ep 43)
Life insurance is more than just a way to protect your loved ones in case of your death. It has the potential to be a powerful tool to enhance your wealth, optimize your taxes, and secure your financi
The State of the Market in 2024 (Ep. 42)
Welcome to an eye-opening exploration of whats really happening with the markets as we usher in 2024. If you thought 2023 was a rollercoaster, prepare yourself for what this year has in store. In thi
Simplifying the Complexity of Indexes with Laurence Black (Ep. 41)
Choosing the right index for your investment goals can be a daunting task, especially when there are millions of options available. How do you know which one is best suited for your risk tolerance, ti
Inside a Multigenerational Family-Owned Business with Don Kirkham (Ep. 40)
Family-owned businesses are beneficial to the economy in more ways than one, but there can be challenges along the way. Especially when there is a pandemic and a recession involved. Overcoming these c
Transitioning Your Parents Into Assisted Living with Sarah Dixon (Ep. 39)
As our parents age, sometimes its necessary to find a place where their quality of life will be better. Many difficulties can arise in this process, such as the financial part and the emotional conve
How To Pay for College with Ann Garcia, CFP® (Ep.38)
Education is an essential part of life and college is a necessity for most of us to build a successful career. Hence, families should prepare financially for the process of applying to college and not
A Veterinary Venture From Scratch with Dr. Bimbo Welker (Ep.37)
The process of becoming an entrepreneur has never been nor will ever be easy. However, if you are passionate about what you do and have experience, you can be successful. In this episode of Your Finan
Ways To Mitigate the Impact of Income Taxes with Jason Pueschel (Ep.36)
Paying taxes is a patriotic duty. But its your choice to pay more or less. To manage your personal income tax liability, its essential to listen to experts that can give life-changing guidance on th
Ways To Preserve Your Capital with Jason Pueschel (Ep.35)
We often think that to have more money in our pockets, we constantly have to look for new ways to make more. But there are different strategies only a few know that can help reduce or defer the amount
Preparing Yourself to be Financially Ready for Elderly Care (Ep.34)
52% of people turning 65 are going to need some type of long term care over their lifetime. Aging parents is something many of us are going to have to deal with at some point in our lives. In this ep