Proactive tax planning: In this episode, Dave and Heather discuss the importance of proactive tax planning, especially for business owners and retirees. They emphasize the need for understanding tax withholding, navigating life changes, and avoiding penalties. The conversation also covers strategies for high-income earners and the significance of working with a CPA to optimize tax situations. The hosts share personal anecdotes and professional insights, making the topic relatable and informative for listeners.

What are the hot topics in finance today? From the controversy surrounding Wells Fargo's handling of fraud cases to the Treasury's shift away from paper checks, they cover the hot topics that impact your financial planning. Discover why property and casualty insurance rates are soaring and how the economy and stock market are not as linked as you might think. Tune in for insights, stories, and practical advice to navigate today's financial landscape.

Crypto and private equity: in this episode, we delve into the evolving landscape of 401k plans, focusing on the integration of cryptocurrencies and private equity.

Discover the challenges investors face, from regulatory hurdles to liquidity concerns, and explore the opportunities these assets present for diversification and potential growth.

Join us as we navigate the complexities and uncover strategies to optimize your retirement portfolio.