Ep. #556 | Why Permanent Tax Shelters Are an Asset Class

Listen on Apple Podcasts Listen on Spotify This week, Chris and I dive deep into a question we’ve been getting a lot since our town hall event with Sarah Swain, Rebecca Matthews, and Elisa Kitz (which had almost 2,000 registrants!): Why are permanent tax shelters considered an asset class? I’ll be honest—this was a concept…

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Ep. #554 | 4 Retirement Stats That Should Make You Pay Attention

Listen on Apple Podcasts Listen on Spotify In this episode, we dive deep into retirement planning statistics that might surprise you—and hopefully motivate you to take action. We break down the numbers, share personal stories, and give you practical steps to start preparing for your future, no matter what stage of life you’re in. Key…

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