Episodios

  • Advanced Technology For Your Finances

    Advanced Technology For Your Finances
    Apr 4 2026
    In this episode, Priscilla Dabney hosts to discuss the major technology platforms that Beacon Wealth Advisory provides for their clients. Learn how to properly use Generational Vault and Orion to better your lifestyle and potentially ease some stress.
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  • Navigating Uncertainty with Faith

    Navigating Uncertainty with Faith
    Mar 28 2026
    In this episode, we explore how to maintain a kingdom-focused perspective when market volatility and economic shifts create a sense of unease. We sit down to discuss practical strategies for aligning your investment portfolio with your core spiritual values.
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  • Five Pillars for Retirement

    Five Pillars for Retirement
    Mar 14 2026
    During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
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  • Roth IRA Conversions: Turning Taxes Today into Tax Freedom Tomorrow

    Roth IRA Conversions: Turning Taxes Today into Tax Freedom Tomorrow
    Mar 7 2026
    In this episode, we break down the mechanics of a Roth IRA conversion and how shifting your tax burden to the present can unlock a lifetime of tax-free growth. We explore the strategic timing necessary to avoid common pitfalls during the transition. We share actionable frameworks to help you determine if paying the IRS now is the smartest move for your long-term legacy.
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  • It's Not What You Earn- It's What You Keep

    It's Not What You Earn- It's What You Keep
    Feb 28 2026
    In this episode, we break down the critical differences between taxable, tax-deferred, and tax-exempt accounts to help you keep more of your hard-earned money. We explore how different structures—like the Roth IRA, 401(k), and standard brokerage accounts—impact your bottom line through varying rules on contributions and withdrawals. Join us as we share strategic insights on "asset location" to ensure you're utilizing the right accounts to shield your investments from unnecessary IRS bites.
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  • Legacy Is Personal: The Human Side of Strategic Life Insurance Planning

    Legacy Is Personal: The Human Side of Strategic Life Insurance Planning
    Feb 21 2026
    In this episode, we move beyond the spreadsheets to explore how life insurance serves as a tangible expression of love and long-term commitment to your family. We sit down to discuss the emotional hurdles of estate planning and why the most effective strategies are built on personal values rather than just tax efficiencies. Tune in to learn how to transform a complex financial product into a meaningful cornerstone of your family’s unique legacy.
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  • The 5 Pillars of Enhanced Legacy Planning: Building Wealth That Lasts Generations

    The 5 Pillars of Enhanced Legacy Planning: Building Wealth That Lasts Generations
    Feb 14 2026
    In this episode, we break down the foundational structures required to transform a standard inheritance into a robust, multi-generational financial fortress. We explore the critical integration of tax-efficient estate vehicles and proactive leadership training to ensure your heirs are prepared to manage significant capital. Tune in to learn how to align your family's core values with a strategic wealth roadmap that secures your legacy for decades to come.
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  • The Living Legacy: Having the Conversation with Confidence

    The Living Legacy: Having the Conversation with Confidence
    Feb 7 2026
    In this episode, we tackle the emotional and practical hurdles of discussing estate planning with aging parents without making the conversation feel confrontational or morbid. We break down actionable strategies for approaching these "legacy talks" with empathy, ensuring your family’s wishes are documented and understood long before a crisis occurs.
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