What role can a corporate trustee play in your estate plan?

Let's talk ETFs!

Listen to Mike Lantz and guests from Capital Group – Za Nakhooda, ETF specialist and Steve Venetsanopoulos, Senior Vice President – go over ETFs. They discuss the various appeals of the ETF, comparisons to Mutual Funds, and which types of accounts benefit the most from ETFs.

What's new about taxes in 2026?

Listen to Mike Lantz and Dan Rohlfing discuss tax planning for the new year. They go over ideas you might consider, such as the One Big Beautiful Bill Act (OBBBA), Roth contributions, tax loss harvesting, among other tax factors.

The Road to Homeownership

Listen to Mike Lantz and Lori Johanneson – with @ properties Christie’s International Real Estate – go over various concepts home buyers and sellers should be aware of. They discuss where to start, determining a budget/price, gifting, and any tax implications people may have.

What role can a corporate trustee play in your estate plan?

Listen to Mike Lantz and Nathan Beemster - from Charles Schwab Trust Company of Delaware - discuss estate plans and the role a corporate trustee might play in yours. They go over the potential benefits of a corporate trustee, different considerations, and the costs of naming one.

What to Know for Open Enrollment Season

Derek, Dan and Maddie discuss in general terms some common employee benefits and things you might want to consider during open enrollment season.