It's All About the $Money, Honey‪!‬ Victoria Woods

At the beginning of each show, you hear us say “It’s not what you earn, but what you keep.” Becoming wealthy takes work, discipline, and planning – but believe it or not, that’s actually the easy part. Staying wealthy is harder, because typically, you’re using your wealth in retirement, with no regular paycheck to replenish it. In this episode, we share 3 keys to staying wealthy and increasing the odds you don’t run out of money.

We spend lots of time sharing what Millionaires are doing right so you can do what they do. However, perhaps even more instructive than what Millionaires do right is what they do wrong. Nobody's perfect and Millionaires make mistakes just like everyone else. In this episode, we share some of the biggest mistakes Millionaires make and how you can avoid them.

Beginning January 2026, the amount of wealth you can pass to heirs before triggering the dreaded estate tax is falling from more than $13 million per person to around $5 million. This means far more wealthy American families will be subject to estate taxes, which can erode 40% or more of your wealth. We know the change is coming. In this episode, we share how you can take steps now to minimize or eliminate the chances of negatively impacting you and your family.

Retiring is usually a one-day affair. You simply stop working. They throw you a party and that’s it. However, RETIREMENT is a marathon that spans 30+ years. This means that your retirement plan needs to be designed to navigate every bump, pothole, landmine, mountain, ditch, and smooth stretch you’ll experience. In this episode, we share how to create the ultimate All Terrain Retirement Plan.

The idea of a perfect retirement is different for everyone. However, there is one aspect of retirement planning that impacts, quite literally, everyone. It is the silent killer in your retirement plan, and each year, it slowly but inexorably eats away at your purchasing power. This silent killer is inflation. In this episode, we explore what causes inflation, the damage it can inflict, and how you can protect yourself from it. Later, we explain what Warren Buffet's favorite market indicator is saying about the near-term future of the market.

Private, family-owned businesses are the source of a large percentage of the $50 trillion expected to pass from Baby Boomers to their heirs over the next 10 to 15 years. They can also be the source of some of the greatest frustration and anxiety for families who are unprepared to make the transition properly. In this episode, we share our key considerations before selling a privately held family business to heirs and/or business partners.