Why Long-Term Care Planning Belongs in Every Financial Plan
Long-term care planning isn’t just about health, it’s about protecting your assets.
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PODCAST TOPIC
Financial Planning
The Truth About Tax Drag
A 2% tax drag over 10 years can cost an investor hundreds of thousands of dollars, and most people never see it happening. Today on Off the Charts, Jordan Dunsmore, CEP® sits down with Geno Lodovico, to show exactly how tax drag works and why YTS is now partnering with Lodovico & Associates The Tax Professionals to help clients with their taxes
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The Big Beautiful Bill
In Episode 22 of Off the Charts, Jordan Dunsmore dives into the newly proposed Big Beautiful Bill, a sweeping piece of legislation making waves in Washington. Jordan unpacks the potential upsides, like economic stimulus and infrastructure investment, as well as the downsides, including long-term debt concerns and market impact.
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Does Money REALLY Make You Happy?
Does making more money actually lead to more happiness? In this episode of Off the Charts, Jordan Dunsmore dives into the data to find out! 📊 Watch as he breaks down the numbers and uncovers whether financial success equals a better life.
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The Worst Investor of All Time
This is the story of the worst investor in history, someone who made every mistake in the book. Who was he? What did he do wrong? And most importantly, how can you avoid the same fate? Tune in to Off The Charts Episode 7 to find out.
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What Advisors Focus on Going Into Q4
Josh and Joe dive into the key things financial advisors think about as we head into the fourth quarter of the year. From year-end planning to client strategies, they break down what’s on their minds to finish strong.
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