The Late-Game Penalty - When Income Creates Higher Medicare Costs

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)

The Late-Game Penalty - When Income Creates Higher Medicare Costs

Medicare may seem straightforward—until higher‑than‑expected premiums show up in retirement. In this episode Dave and Ken take a walk through the basics of Medicare and explain why Medicare is just as much a tax and income‑planning decision as it is a healthcare one. PPG-8822794.1(04/26)(exp.04/30)

Why Governance is Key to Family Wealth

Ken and David discuss the critical role of governance in managing family wealth. They explore how effective governance can prevent the mismanagement of wealth across generations. The conversation emphasizes the importance of communication, decision-making roles, and the need for a structured approach to wealth management. They also highlight the role of financial advisors as essential team members in navigating the complexities of wealth governance. PPG-8803874.1(04/26)(exp.04/30)