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Independent Insurance Podcasts

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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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IA Forward

Shane Tatum and Tonya Lied

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The Independent Insurance Agency Playbook: The insurance business is all about playing an infinite game. Shane, Tonya, Mike, and Robby discuss how to play the long-term game of being a successful agent and creating a culture of freedom for yourself. Learn more at www.integrapartnernetwork.com
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Independent. Accessible. Empowering. The Insurance Consumer Guidance Society (ICGS) is a 501(c)(3) nonprofit organization dedicated to educating residents of California with clear, unbiased resources about insurance. Our mission is to enhance consumer understanding of insurance products and the evolving regulatory environment, with an emphasis on challenges posed by climate change and market shifts. What we do: ● Comprehensive Insurance Education: ICGS delivers accessible and unbiased inform ...
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Looking to build your own insurance agency and you're not sure where to start? This is the podcast for you! Have your own insurance agency, but you want to grow bigger and build your legacy? Stick around, as our hosts give you tips and tricks to make that happen!
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Insurance Talk Texas

AR Schell & Son Agency

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Insurance Talk Texas is the go-to podcast for anyone looking to understand the ever-changing world of insurance across the Lone Star State. Hosted in partnership with AR Schell & Son Agency—Collin County's oldest independent insurance agency, serving Texans since 1930—this show brings expert insights, practical advice, and real-world stories to help individuals, families, and businesses make informed insurance decisions. Each episode breaks down complex topics like auto, home, business, and ...
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Amanda Yaniz, Director of Marketing and Kelsey Ramsey, Director of digital strategies discuss all aspects of being an independent insurance agent other than writing insurance policies. This means we will cover topics about digital strategies, sales, marketing, agency management, agency growth strategies, and so much more.
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Insurance 360

Pinnacle Financial Services

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Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are new, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I ...
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Do you get overwhelmed with insurance policies? Are you interested in learning about the different types of insurance? On the show, RiskProNet starts the conversation about insurance and risk management. RiskProNet is a network of independent insurance agencies who serve individuals and corporations with extensive industry knowledge. Follow the show to get an in-depth look at insurance and risk assessment. If you want to learn more about RiskProNet, visit their website at riskpronet.com.
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PJO Insurance Brokerage is a full-service independent insurance agency that specializes in providing personalized insurance solutions for individuals and businesses. With our brokers having over 60 years of combined insurance experience, at PJO Insurance Brokerage, we take pride in the fact that we put our clients’ needs first and foremost. PJO Insurance Brokerage 4103 East Prickly Pear Trail Phoenix, Arizona 85050 480-680-9951 https://pjobrokerage.com/
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Retire SMART Podcast

Retire SMART LLC

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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The Age of the MGA Podcast is the definitive playbook to learn how to build, operate, scale and invest in MGAs—told by the entrepreneurs, operators, and capital partners driving the industry forward. Each episode brings together the most elite founders, investors, and experts to give you a behind-the-scenes look at what it really takes to build and grow a high-performing MGA—from your first dollar of premium to operational scale.
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The Insurance Dudes©

The Insurance Dudes: Craig Pretzinger and Jason Feltman

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Real talk - we ran our agencies blind for YEARS. No idea what our contact rates were, our quote-rates, our close rates. We were just grinding, blaming the leads when things didn't work. Sound familiar? Here's what changed everything for us: we started tracking the right metrics: leading metrics. Simple, but game-changing. Once we could see our funnel, we 5x'd our production without working more hours. Now we help hundreds of agents do the same - track the right KPIs, optimize what's broken, ...
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Advisor Talk

PPI - The advisor's premier partner for insurance

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Advisor Talk is the premier podcast for insurance advisors where we dive into the real-world challenges and opportunities facing today’s advisors — from underwriting to succession planning, team building, and practice management.
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Business Refocused

Lindsay Sexton & Carey Wallace

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Helps leaders navigate the numbers, people, and strategy behind sustainable growth. Hosted by Carey Wallace and Lindsay Sexton, the show dives into what really happens when a business is changing, whether it’s expanding, merging, transitioning ownership, or rethinking operations. Each conversation offers practical insight on analyzing your business, making data-driven decisions, and building a company built to last. Show previously named Insurance Refocused, but changed to Business Refocused ...
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The Agent Leader Podcast

Brent Kelly--The Agent Leader Podcast

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The podcast for independent insurance agency leaders and their teams to learn practical strategies and behaviors to become their best version possible. Hosted by Sitkins Group President, Brent Kelly, The Agent Leader Podcast provides agencies with leadership, sales, and self-development methods that actually get results. With our focus on a total-team approach to improving independent insurance agencies, we dive into sales, service, and leadership teams. Leadership is not a title. Leadership ...
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The weekly Insurance Coffee House Podcast series is the place where you’ll be inspired by some of the most successful insurance business leaders on the planet. With each guest interview, you’ll get to hear and understand the recurring patterns and traits that make Insurance Business Leaders successful. Covering non-negotiables, leadership tips and how they overcame their largest setbacks, they’ll give a personal insight in to what it takes to be a successful insurance business leader. This p ...
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Best's Insurance Law Podcast

Best's Recommended Insurance Attorneys & Adjusters

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Best’s Insurance Law Podcast series examines key topics in the insurance industry from an attorney’s point of view. Featured panelists are top lawyers from firms profiled in Best's Insurance Professional Resources, a highly selective online service showcasing only firms recommended by their clients for outstanding service to the insurance industry. Published by AM Best, Best's Insurance Professional Resources is a claims industry resource that features qualified legal counsel, independent in ...
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The longest-running independent healthcare podcast, Out of Patients with Matthew Zachary has supplied 17 years of unfiltered truth about American healthcare. A 30-year brain cancer survivor, Matthew built the young adult cancer movement from scratch. Now he channels patient rage into political power, featuring on the air battle-scarred survivors, exhausted caregivers, and the rare insider brave enough to name what's killing us. It’s real stories from real people who refuse to accept that hea ...
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Are you ready to get connected?! You’re listening to the "Insured Connection" by PICA Group, a ProAssurance Company. We provide expert advice for your practice when you need it most. We connect you with industry leaders to discuss timely topics so you can listen, learn, and get back to caring for your patients. Now, let's connect!
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Agency Nation Radio

Agency Nation - Insurance Marketing and Technology Strategists

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Agency Nation is the leading digital publication helping insurance professionals dominate marketing, sales and technology in the modern marketplace.
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You & Your Money

WHZ Strategic Wealth Advisors

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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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Fredrick Insurance Brokers Podcast

Katherine Clark & John Fredrick

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Welcome to the Fredrick Insurance Brokers Podcast, where health insurance finally makes… sense. Your hosts, Katherine Clark and John Fredrick, are independent health insurance specialists and co-owners of Fredrick Insurance Brokers—a family-owned, faith-grounded agency serving individuals, families, the self-employed, and small businesses nationwide. Known as “Health Insurance Brokers with a Heart,” Katherine and John guide you toward quality care that’s simple, affordable, and aligned with ...
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How Money Works

Craig Moser

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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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Retirement Inside Out with Tom Lamendola

Financial Independence Group

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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has b ...
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CLEARly Beneficial Podcast: Where We Rip Off the Band-aid and Explore What's Next Welcome to the CLEARly Beneficial podcast - the show where we rip off the band-aid on healthcare and explore the future of benefits with the people driving innovation in our industry. Host Vinny Catalano brings over 20 years of health insurance brokerage expertise to conversations that get to the real story. You'll discover what actually works, what doesn't, and what's coming next from the innovators brave enou ...
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Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
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Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Key Wealth Matters

Key Wealth Institute

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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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The Ingram Insurance Show brings clear, practical insurance education to homeowners, landlords, and families across Ohio. Hosted by Ryan Ingram of Ingram Insurance in Dayton (https://www.insuredbyingram.com), this podcast adapts the agency’s in-depth blog articles into professionally narrated AI audio episodes — giving listeners the same expert insights in an easy, on-the-go format. Every episode covers real-world topics including home, auto, life, and rental property coverage, plus advice f ...
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The Prof G Pod with Scott Galloway

Vox Media Podcast Network

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Bestselling author, professor and entrepreneur Scott Galloway combines business insight and analysis with provocative life and career advice. On Mondays and Fridays, Office Hours features Scott answering your questions about business, career, and life. On Tuesdays, China Decode co-hosts Alice Han and James Kynge discuss the latest economic, political and cultural news shaping China’s role on the global stage. On Wednesdays, Raging Moderates brings Scott together with political strategist and ...
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Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

Coterie Insurance, Simplifying Small Business Insurance

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Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discuss ...
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Andrea Gilligan invites callers to have their say on the topics of the day - get in touch by emailing [email protected] Listen and subscribe to Lunchtime Live on Apple Podcasts and Spotify. Download, listen and subscribe on the Newstalk App. CONVERSATION THAT COUNTS | Ireland’s national independent talk station for news, sport, analysis and entertainment Listen to Newstalk at http://newstalk.com/listenlive | Download the GoLoud app now, the new home for Newstalk
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Fun With Annuities® Podcast is hosted by America's Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It's fun, learning the contractual truths on how annuities actually work and if they'll fit your personal retirement lifestyle. Listen in on how you can be livin' the reality, not the dream.
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Insurance Agents Talk Shop

Doug Coombs, Executive Vice President, Chief Marketing Officer, SIAA

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Lively discussions with insurance agents and other insurance professionals regarding issues of the day, challenges experienced, successes enjoyed, innovations explored, and more. Join us to gain insights – unless you already have “all the answers”. Hosted by Doug Coombs, Chief Marketing Officer for SIAA – the largest network of independent insurance agencies in the United States.
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Need help with understanding the complex world of insurance? The show is hosted by Ken Nichols AAI, ARM, PA who has owned an independent insurance agency for over 25 years. The episodes include guests who have knowledge of specific insurance related topics and will have a conversation with Ken who is experienced in applying the subjects when purchased by the consumer. Although most people have a general idea of different types of insurance policies, they rarely have a good understanding of w ...
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Join Ryan Whybrow, an experienced insurance broker, as he chats with industry experts and local business owners in East Anglia and across the UK. Each episode dives into the world of general insurance, offering insights, advice, and real-world experiences to help you protect your business. Discover how to safeguard your assets, navigate insurance complexities, and ensure peace of mind for your enterprise. Tune in to stay informed, stay secure, and learn from the best in East Anglia! 📧 For mo ...
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The Rich Immigrant

Dee Olateru

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When you hear the word immigrant, the word rich doesn’t always come to mind. Immigrants can attain financial independence; we can lead full lives in our new homes while maintaining our identities.Each Wednesday, join Dee Olateru, a 3-time immigrant, and your everyday aspiring rich immigrant, as she shares tips, and stories to help immigrants do just that. The Rich immigrant podcast was created to be what the next immigrant needs to thrive and what we need as a community of 1st and 2nd genera ...
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Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. Oechsli (The Oechsli Institute) is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor mar ...
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Welcome to the Insurance Agency Success Podcast — the go-to show for independent insurance agency owners who want to grow their business, streamline operations, and create a business they actually enjoy. Hosted by Eddie Price, founder of Jenesis Software and agency owner with over 30 years of experience, this podcast is packed with proven strategies, success stories, and real-world insights to help you build a high-performing agency that doesn’t burn you out. Eddie got his start in insurance ...
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The 2026 insurance outlook points to stabilization, not softness. As rate-driven growth slows, carriers are shifting their attention toward organic growth, underwriting discipline, and risk quality. This conversation explores: • What market stabilization really means for agencies • Why carriers are prioritizing policies in force over premium spikes…
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Start the year strong with a podiatry-focused look at what’s changing in HIPAA for 2026 and how to stay ahead. Host Dr. Krupa Patel sits down with Dr. Michael Brody, our OSHA/HIPAA advisor, to translate regulatory updates into clear, practical steps for podiatry practices. Together as PICA Medical Advisory Committee members, they unpack what matter…
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On this episode of Agency Nation Radio, we meet Will Canterbury, owner of The South Insurance Agency in Nolensville, Tennessee. At 17, Canterbury launched his own lawn care business serving notable clients. After college, he worked in political offices while pursuing music in Nashville. When those paths didn’t fit, he pivoted to roles in wholesale …
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Listener Clíodhna emailed the show with an issue she is dealing with. She joins Andrea to discuss the difficulty she is facing with getting Power of Attorney. Just how hard is it? Also joining to discuss is Áine Hynes, Senior Counsel Solicitor at St. John Solicitors and Chair of the Law Society Task Force for Mental Health Law and Capacity Law.…
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North-Cork Councillors are calling for those convicted of illegal dumping to complete community service litter clean-ups. Could this effectively tackle the problem? Joining Andrea to discuss is Ian Doyle, Fianna Fáil Councillor for North Cork, Noel McCarthy, TD for Cork East and Chairman of Fermoy Tidy Towns and listeners.…
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Every Wednesday afternoon, we’ll be talking Making Babies. Andrea will be joined by Professor Shane Higgins, Consultant Obstetrician and Gynaecologist, to cover every area of trying to have a baby. From the very start of knowing how to prepare, right up to pregnancy – and all the bumps in the road in between. This week, Shane joins Andrea to discus…
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Dan McDermott got in touch with the show because of his daughter Eve. Eve has had Cerebral Palsy since she was 9 weeks old, and her family are fighting to give her the treatment to help her walk. Dan joins Andrea to discuss Eve’s life, and the fundraising effort they are making. If you would like to donate, you can visit https://www.idonate.ie/fund…
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What if your agency’s biggest growth constraint isn’t the market, staffing, or strategy—but leadership assumptions? In this relaunch episode of the Agent Leader Podcast, Brent Kelly returns with a powerful message for independent insurance agency owners and leadership teams: growth without intentional leadership creates hidden ceilings. Brent break…
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The Irish dental scheme is currently facing a serious crisis, with many medical card holders unable to access dental treatment. Fewer than 600 dentists nationwide are now operating under the scheme, leaving thousands of people struggling to secure appointments. As a result, many are going for years without seeing a dentist, leading to worsening ora…
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Learn a framework for creating your own personalized plan to reach your financial goals for 2026, from WHZ Strategic Wealth Advisors Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA® shares If the past few years have taught us anything, it’s that financial planning today requires both resilience and adaptability. This 5-step framework incorp…
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Jessica Tarlov is joined by @thebulwark’s Sarah Longwell to talk through this frantic moment in America. They discuss the battle for the narrative around the killing of Renee Good in Minneapolis, the hypocrisy of the ICE defenders inside the administration, and the potential for this tragedy to galvanize the American public. Plus — Trump’s openly v…
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In this episode, The Annuity Man discussed: Giving while you're alive to create a meaningful impact Letting background inform legacy decisions Balancing support with personal responsibility Building a living legacy through intentional planning Key Takeaways: Providing financial support earlier in life can influence long-term stability and opportuni…
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Research carried out by HelloFresh has shown that more than a third of people move their dinner time later into the evening due to busy days and commitments, yet almost half prioritise eating meals with their loved ones. The research found that 6.28pm is the perfect time to sit down for dinner, yet only about 40% of people achieve this. So, when do…
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As the shock of what Grok can do sinks in - we have all gotten too comfortable with what AI can do… We’ve understood it could impact us, but we’ve almost come to terms with it. So, should we be deleting everything online to protect ourselves from a future we can't predict? Joining Andrea to discuss is Host of ‘Health Me’ Podcast Lisa Brady as well …
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People who are considering committing a crime in Northern Ireland may think twice if their mugshots are made public: the PSNI has announced plans to publish images of individuals who have been convicted of offences, with anyone sentenced to one year or more being considered for release. The PSNI believes this approach will help build public confide…
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You've heard people say "you can’t write everything for everyone," but you also still have to pay the light bill. We break down how to focus on profitability, how agents “drift” into lines they never planned to write, and why saying yes to the wrong business can cost you way more than it earns. We share practical ways to build guardrails (through c…
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In this episode of Business Refocused, Lindsay and Carey dig into one of the most common yet misunderstood ownership paths in independent agencies: internal perpetuation. While internal transitions often feel simpler than external sales, the reality is the work is just different and, without urgency, these deals can quietly stall or fall apart. The…
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Every January, we go through the same routine. Limits adjust, brackets shift, and most years it's just a quick refresh. But 2026 is different. Sweeping tax legislation passed last summer is introducing some of the biggest changes we've seen in a while. And buried inside those updates are two new rules that have already caused widespread confusion (…
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In the wake of Trump’s invasion of Venezuela, how will China respond to the ongoing protests in Iran? In this episode of China Decode, Alice Han and James Kynge take on the geopolitical firestorm brewing in Beijing, as it finds its energy imports, financial partnerships, and global influence all imperiled. Alice and James are joined by Michal Meida…
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In this episode of the Insurance Perspective podcast, Brad Boldt hosts Chris Fitts and Scott Smith to discuss Fitts Insurance Agency's experience with Jump Suit Group. The conversation covers the evolution of the agency, the challenges of transitioning leadership, the importance of technology solutions, and the benefits of automation in client comm…
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On this episode of the Insurance Coffee House Boardroom Series, Nick Hoadley is joined by David Herzog, former CFO of American International Group (AIG) and one of the most experienced finance and governance leaders in global insurance. David served as CFO of AIG from 2008 to 2016, stepping into the role in the immediate aftermath of the Global Fin…
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In the first episode of the Goldman Sachs Exchanges: Outlook 2026 series, Goldman Sachs Research’s Jan Hatzius and Dominic Wilson discuss the trends shaping the global economy and markets in the coming year. This episode was recorded on January 8th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change w…
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Daniel Garza had momentum. Acting roles, directing gigs, national tours lined up. Then anal cancer stopped everything. Radiation wrecked his body, stripped him of control, and left him in diapers, staring down despair. His partner, Christian Ramirez, carried him through the darkest nights, changed his wounds, fought hospitals, and paid the price wi…
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Send us a text The Fight to Save Independent Physicians in California Matthew Robinson, CEO of the Physician Association of California, reveals why independent physicians have dropped from 50% to 33% in just 12 years—and the critical advocacy work being done to preserve physician autonomy, reduce administrative burdens, and ensure healthcare access…
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Happy New Year! In the first episode of 2026, we catch up on what we missed during the holiday break, and dig into the latest market and economic developments in the beginning of the year, including the Federal Reserve’s recent rate cuts, updated projections for GDP and inflation, and the impact of the government shutdown on economic data releases.…
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Experts in the UK say that university students should be encouraged to eat venison as a solution to cull the burgeoning deer population. Should Ireland follow suit? Is venison a better option than other meats? Joining Andrea to discuss is Peter Windsor, Representative of the Irish Deer Society, Sarah Keogh, Dietician and Founder of Eatwell, Keith G…
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With ads everywhere telling us how to get fit for 2026, it’s easy to start speaking critically about our bodies, but what happens when little ears hear those negative comments? Aileen Cox Blundell from Baby Led Feeding noticed this when she saw her daughter looking at herself in the mirror. She joins Andrea to discuss, as well as listeners.…
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Many actors took to the red carpet in Los Angeles last night for the 2026 Golden Globes. One of the most talked-about winners of the evening was Ireland’s own Jessie Buckley. The Kerry star took home the award for Best Actress. Her powerful performance in ‘Hamnet’, alongside fellow Irishman Paul Mescal, captured the attention of audiences and criti…
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This episode kicks off Prof G on Economics, a two-part Office Hours series focused on the forces shaping the economy and your financial life. Ed Elson and economic commentator Kyla Scanlon answer listener questions on whether young professionals should prioritize big-city careers over affordability, what the global focus on Greenland actually means…
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Today, David breaks down several big money headlines, starting with changes to Social Security that could impact benefits, earnings limits, and when it pays to file. The discussion then shifts to Economics 101, covering wealth taxes, electric vehicles, and what rising minimum wages really mean for businesses and consumers.…
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What happens when three industry titans leave the corporate world to build a firm from the ground up? In this episode of The Stephen and Kevin Show, we sit down with the founders of &Partners—David Kowach, Kristi Mitchem, and John Alexander. Together, they have created one of the fastest-growing hybrid RIAs in the country, surpassing 100 advisor pr…
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California's insurance market is in turmoil — and homeowners are feeling the impact. In this episode of Insurance Hour, host Karl Susman unpacks the complex factors driving skyrocketing premiums, shrinking coverage options, and the growing confusion facing consumers across the state. Karl explains how wildfire severity, water-damage trends, and rap…
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In this episode, we’re joined by Jason Levine for a candid conversation about building, growing, and sustaining an insurance agency in an ever-changing market. Jason shares how his path into insurance wasn’t planned, from early ambitions in aviation to stepping into the family business and discovering the strategic depth of the industry. With exper…
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More than 25,000 bicycles have been reported stolen across the country since 2019, but campaigners say that up to three quarters of their victims don’t report bike thefts… Is this number surprising to you? What can be done about them? Joining Andrea to discuss is Derren Ó Brádaigh, Sinn Féin Representative for Lucan, Colin Baker, Managing Director …
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Many people take great pride in their homes and go to considerable lengths to keep them clean and tidy. For some, that means maintaining spotless floors, and expecting guests to help keep them that way. So, is asking visitors to remove their shoes at the door a reasonable request, or does it risk making them feel uncomfortable? Joining Andrea to di…
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If my mother, who has a couple annuities, passes away, will those annuities be taxable to me? Will I be taxed heavily when I cash in savings bonds I inherited from my parents? And at 50 years old and with 22 years left on my mortgage, should I pay off the house with the after-tax-account money from my divorce? David Brooks has answers to these ques…
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