Steve Cain is the Sales and Business Development Leader with LTCI Partners. Steve has over 20 years of experience in the Insurance and Financial Services. His focus at LTCI Partners is leading his sales team and maintaining relationships with institutions that offer long term care products. John and Tom will be talking to Steve about the different types of long term care products that are offered, considerations you should make when choosing a plan, and why it is crucial to be an informed consumer in this space.

Kathryn Alexander is the Director of Operations at Comfort and Peace Hospice. Kathryn decided to pursue this career path after having a couple experiences in the hospice side of healthcare with her own family members. John and Tom will talk to Kathryn about who qualifies for hospice, what care they provide, and how to find a team that fits the family's needs.

Amanda David is the President of Business Development For Providence Care. In this position, she uses her 22 year of experience to assist with business development across the nation in over 140 skilled nursing facilities. John and Tom will be talking to Amanda about what to look for in a skilled nursing facility and how the cost of these facilities can range depending on the needs of the patient.

Pam Morton is the President and CEO of Benefits By Design.

Today’s show we are discussing the NUA (Net Unrealized Appreciation) strategy.

How being informed with the right knowledge can help you in your financial journey

Retirement is a phase of life that you need to have a solid plan for.

Tom Tyson joins us on this week’s edition of the podcast. Tom is the President and Founder of Coastal FInancial Group.

Steve Arnold is the CEO and Founder of Retirement Actuarial Services.

Carlos Gutierrez joins us on the podcast for this week’s episode. Carlos is a real estate agent at Carlos Sells San Diego.

Our guest this week is the owner of Weiner Legacy Law, Dan Weiner.

Nick Nardulli joins us on this week’s podcast. Nick is the Founder and President of Family Defined Benefits.

We invite Mauro D’Amico to sit down with us on today’s show. Mauro is the President & Founder of D’Amico Integrated Wealth Management.

Mark DiOrio, the Chief Investment Officer of Brookstone Capital Management joins us on today's episode.

Ed Slott is a nationally recognized professional speaker, television personality, and best-selling author.

Dean Zayed, the CEO & Founder of Brookstone Capital Management joins us on today's podcast.

On today's podcast, John and Tom will take a step back and discuss some observations they have noticed about the U.S. economy.

Joe Biden’s tax proposal has made its way to the House for discussion and there have been many changes made from the original plan.