Family is the most important thing in life, and if you don’t have the right estate planning documents in place, then you could create a real mess for them. Probate courts are backed up and can cost you a lot of money. Find out how to make sure your estate plan is up to date in this episode of Protect Your Assets.

Roth Conversions in 2026: When Do They Make Sense?
27:32

Sequence of Returns Risk: Could It Derail Your Retirement?
31:04

Mid-Year Retirement Checkup: Are You Still on Track?
37:58