Lifetime Planning

Jun 5, 2023 – On today's Lifetime Planning episode, we explore the vital process of succession planning and delve into the integral role of buy/sell agreements. If you are a business owner and would like to know more about the steps...

May 29, 2023 – Millions of baby boomers are selling their businesses as they retire but there's one option for doing so that is receiving more and more attention where owners sell their business through an ESOP. Why? One word: taxes...

May 22, 2023 – At Financial Sense, we strongly believe that there are compelling arguments supporting the likelihood of inflation remaining at higher-than-average levels for the foreseeable future, potentially even throughout the remainder...

May 15, 2023 – In the unfortunate event of a spouse or loved one's passing, there are numerous crucial tasks that must be initiated. These responsibilities can include notifying key government agencies, such as the social security department, along with...

May 8, 2023 – Join us for an informative Lifetime Planning episode, as hosts Crystal Colbert and Aaron Wiegman discuss tax savings from California's Proposition 19. In this episode, they'll examine the impact Prop 19 has on individuals over the age of 55, shedding light...

May 1, 2023 – On today's episode of Lifetime Planning, we have a special guest, Michael Webb from Business Transition Advisors, who sheds light on the fascinating world of ESOPs or Employee Stock Ownership Plans. Michael shares his insights...

Apr 24, 2023 – Yvette McGaffin at ReformRX discusses why Pilates is quickly becoming the ideal fitness regimen for men and women of all ages. Originating in rehabilitating soldiers, Pilates has evolved into a widespread practice...

Apr 17, 2023 – Delve into energy's crucial role on the geopolitical stage, the US-China policy rift, and an impending global shift towards tangible assets in this riveting discussion with expert Chris Martenson.

Apr 10, 2023 – In today's Lifetime Planning podcast, Crystal Colbert and Aaron Wiegman discuss the importance of tax diversification since having a higher marginal tax rate can have an impact on Social Security and Medicare premiums...

Apr 3, 2023 – In today's Lifetime Planning episode, Josh Nunn and Aaron Wiegman discuss the importance of estate planning and the key elements you need to consider when creating a plan. We start by breaking down the difference between...