TEMPLE TALK RADIO Steve Temple

Worried about unexpected events draining your hard-earned savings? This episode dives into advanced strategies for safeguarding your assets and ensuring your family's financial security for generations to come. Learn about tax-efficient planning, asset protection trusts, and more. Steve also welcomes operations manager Ashley Harris to the show!

During this show, we’ll highlight short-term, medium-term, and long-term financial horizons and how to utilize each of them.

In part two of our series on choosing a financial advisor, we explore how to avoid compatibility mismatches and hidden fees. We'll give you tips on how to find an advisor whose investment philosophy aligns with your risk tolerance and uncover potential conflicts of interest. Don't miss out on this crucial episode before you embark on your financial advisor search!

Choosing a financial advisor can feel overwhelming, but it doesn't have to be! In this episode, we explore common pitfalls to avoid, from prioritizing commissions over your needs to working with an advisor who isn't a fiduciary. Tune in to learn how to find the perfect financial partner for your journey.

During this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.

During this episode, we’ll discuss some of the things you should do if you become the executor of an estate.