Why Governance is Key to Family Wealth

The Widow Penalty and Social Security

Ken Handy and Dave Baker discuss one of the most overlooked retirement risks facing married couples: the “widow penalty.” They define the term and share details that are important in the planning process to ensure you've accounted for the surviving spouse. PPG-8852000.1(05/26)(exp.05/30)

When Do I Turn On Social Security?

Dave and Ken tackle one of the most popular retirement questions - When should I start taking Social Security? The answer may surprise you! They discuss various factors in detail in order to provide helpful information to those entering this important aspect of retirement! PPG-8822804.1(05/26)(exp.05/30)

Life Insurance with David White

Ken and Dave are joined by their colleague David White. This is the 2nd episode about protection planning. They go in depth about the importance of Life Insurance as a key element of your financial plan. PPG-8871249.1(05/26)(exp.05/30)

Long-Term Care with David White

Ken and Dave are joined by their colleague David White in a 2-part discussion about protection planning. They go in depth about Long-Term Care planning in this episode and share important details about this crucial aspect of your financial plan. PPG-8871244.1(05/26)(exp.05/30)

Finance Through the Lens of Kids

David's daughter Addison appears as a special guest that will share her thoughts on how to keep children involved and interested in finance. She will also share her observations and insights around saving money and what adults may forget to explain about money and finance.PPG-8896407.1(04/26)(exp.04/30)