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The Confident Retirement
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In Tax Disputes, Experience Matters
40 mins; October 12, 2022
Divorce Sensei: People Have Options
37 mins; October 05, 2022
Divorce Advocacy Done Right
36 mins; September 28, 2022
Calm in the Chaos
33 mins; September 21, 2022
Tax Resolution from the Heart
27 mins; September 14, 2022
How Does Business Intersect with Estate Planning?
27 mins; September 07, 2022
Changing Lives through Tax Strategy Sessions
33 mins; August 31, 2022
Ins & Outs of Family Business Formation & Continuity
32 mins; August 24, 2022
Property Taxes, HOA Disputes and Estate Planning 101
32 mins; August 17, 2022
When Business Change is Necessary but not Easy
30 mins; August 10, 2022
When the IRS comes knocking. What to do next?
37 mins; August 03, 2022
Three Biggest Retirement Mistakes to Avoid
26 mins; July 27, 2022
When Picking an Attorney is like Hitting the Lottery
23 mins; July 13, 2022
The Tax Therapy 101
26 mins; July 06, 2022
Elder Care & Asset Protection Basics
32 mins; June 29, 2022
MEDICARE: Understanding the Options
24 mins; June 29, 2022
Must Know Medicare Info
28 mins; June 08, 2022
Leading with a Servant's Heart Featuring Jair Espinoza
27 mins; June 01, 2022
International Relocation Law and Expatriation
24 mins; May 25, 2022
What Does a Great Benefits Offering Entail?
21 mins; May 18, 2022
How Does Fashion Influence Group Benefits Programs?
28 mins; May 11, 2022
Estate Planning and the Gift Tax
22 mins; May 04, 2022
The Challenges In The Current Real Estate Market.
25 mins; April 27, 2022
Contested Wills, Trusts and Estates-Oh my!
41 mins; April 20, 2022
Solving the Retirement Income Conundrum
40 mins; April 13, 2022
Careful Planning for Special Needs and Medicaid
33 mins; April 06, 2022
Benefits abound! One Administrator’s take on what's Trending
30 mins; March 30, 2022
Solving the "Medicare wordle" in one episode? Done!
40 mins; March 23, 2022
A Calm Voice in the face of an Unpredictable Mortgage Sky
29 mins; March 16, 2022
A CPA Turning the Industry on its Head - Really!
32 mins; March 09, 2022
Protection planning. Lead with a WHY
32 mins; March 02, 2022
Helping Clients Diversify Self-directed IRA investments
29 mins; February 23, 2022
Finding A Calling to Help Others Leave their Legacy
22 mins; February 16, 2022
Medicare Straight Talk from Medicare Dave
33 mins; February 09, 2022
Not all Probates are Equal
21 mins; February 02, 2022
Doctors, Lawyers and Crypto... OH MY!
33 mins; January 26, 2022
Does a Trust Solve all Estate Plan Problems?
29 mins; January 19, 2022
Asset Protection is not the same as Estate Planning
31 mins; January 12, 2022
In HR, Information is Not the Same as Education
41 mins; January 05, 2022
Personal Attention Has No Substitute
37 mins; December 29, 2021
“Bucketing Money”
28 mins; December 22, 2021
From yoga to dentistry-helping small business and individuals with taxes
31 mins; December 15, 2021
A voyage into the mind of a Social Security Jedi Master
38 mins; December 08, 2021
Is Budgeting a Dirty Word? Begin With the End in Mind!
29 mins; December 01, 2021
Confessions of a Tax Expert
31 mins; November 24, 2021
Wisdom from a One Size Does Not Fit All CPA
15 mins; November 17, 2021
How to Steer an "HR Boat" When It's Always Turning
22 mins; November 10, 2021
Fearless Tax Resolution and IRS Representation
49 mins; November 03, 2021
Can Organizing Your Finances be as Simple as Answering Yes or No?
33 mins; October 27, 2021
One Person's Mission to Change the Employee Healthcare Industry
35 mins; October 20, 2021
Domicile Planning - How to Smartly Relocate to Florida
37 mins; October 11, 2021
Late Life Divorce's Unique Challenges
44 mins; October 06, 2021
On Demand HR Expertise & Consulting Abound!
40 mins; September 29, 2021
Finally! Medicare Explained Simply
30 mins; September 22, 2021
Is Overseas Relocation in Retirement Right for You?
31 mins; September 15, 2021
When Your Values are Clear, Planning is Easier, Right?
38 mins; September 08, 2021
Leaving a Legacy and Changing Perspectives
33 mins; September 01, 2021
When could a Reverse Mortgage be an Idea to Explore?
36 mins; August 25, 2021
How a Near Death Experience Led to a New Career
29 mins; August 18, 2021
A Wealth Strategist with BIG Charitable Life Goals
35 mins; August 11, 2021
Whats the Big Deal with Probate?
30 mins; August 04, 2021
Values Based Estate Planning & Leaving a Legacy
39 mins; July 28, 2021
Unique Assets Need Unique Estate Planning Solutions
43 mins; July 21, 2021
Your Estate Planning Needs the attention of an Experienced Professional
31 mins; July 14, 2021
Estate Plans for Medical Pros and Families who want to avoid time clocks
50 mins; July 07, 2021
A Zealous Legal Advocate during One of Life's Toughest Times
32 mins; June 30, 2021
What are Insurance Blind Spots and Advancing Female Professionals
34 mins; June 23, 2021
Why it's Important your Real Estate Agent thinks like a Doctor
29 mins; June 16, 2021
Good People, Good Estate Planning Outcomes and Solutions
41 mins; June 09, 2021
Asset Protection, Selling a Business and How Trusts Work
33 mins; June 02, 2021
Mediation Demystified and Resolving Conflict now
39 mins; May 26, 2021
Simple Insurance Solutions and Focusing On What's Important
32 mins; May 19, 2021
Asset Protection Unlocked from an Advisor with Heart
38 mins; May 12, 2021
Mystery Free Estate Planning with Education and Compassion
38 mins; May 05, 2021
Welcome to The Confident Retirement Podcast
2 mins; April 13, 2021
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