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5 important (financial) steps to take before someone passes away

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3 Costly Mistakes Business Owners Make with Their Entity Structure

40:12

3 Costly Mistakes Business Owners Make with Their Entity Structure

40:12

3 Costly Mistakes Business Owners Make with Their Entity Structure

40:12

Top 5 Mistakes People Make with Medicare

53:06

Top 5 Mistakes People Make with Medicare

53:06

Top 5 Mistakes People Make with Medicare

53:06

5 important (financial) steps to take before someone passes away

1:12

5 important (financial) steps to take before someone passes away

1:12

5 important (financial) steps to take before someone passes away

1:12

Here’s a better way for retirees to take income in retirement….

2:05

Here’s a better way for retirees to take income in retirement….

2:05

Here’s a better way for retirees to take income in retirement….

2:05

Most people think tax planning starts after they retire. That’s backwards.

1:10

Most people think tax planning starts after they retire. That’s backwards.

1:10

Most people think tax planning starts after they retire. That’s backwards.

1:10

Thinking about selling a business? The amount you can bank on might surprise you.

1:53

Thinking about selling a business? The amount you can bank on might surprise you.

1:53

Thinking about selling a business? The amount you can bank on might surprise you.

1:53

Could you spot this scam? Here’s what to watch for.

1:03

Could you spot this scam? Here’s what to watch for.

1:03

Could you spot this scam? Here’s what to watch for.

1:03

Making the right choices in taking Social Security. And don't miss our Medicare webinar on Oct 28.

2:05

Making the right choices in taking Social Security. And don't miss our Medicare webinar on Oct 28.

2:05

Making the right choices in taking Social Security. And don't miss our Medicare webinar on Oct 28.

2:05

Lower your taxes with these key moves before December 31

1:34

Lower your taxes with these key moves before December 31

1:34

Lower your taxes with these key moves before December 31

1:34

Our client “John” doubled the sale price for his business. Here’s how.

2:14

Our client “John” doubled the sale price for his business. Here’s how.

2:14

Our client “John” doubled the sale price for his business. Here’s how.

2:14

Business Owners – Don’t miss out on this critical tax saving strategy! (and join our next webinar)

1:31

Business Owners – Don’t miss out on this critical tax saving strategy! (and join our next webinar)

1:31

Business Owners – Don’t miss out on this critical tax saving strategy! (and join our next webinar)

1:31

Should I put all my retirement savings into my 401k?

0:55

Should I put all my retirement savings into my 401k?

0:55

Should I put all my retirement savings into my 401k?

0:55

"Can I afford it" isn't the right question to ask. Evaluate it this way.

1:22

"Can I afford it" isn't the right question to ask. Evaluate it this way.

1:22

"Can I afford it" isn't the right question to ask. Evaluate it this way.

1:22

Can you keep your 3% mortgage and still move to a bigger house? Here are 3 options to consider.

1:11

Can you keep your 3% mortgage and still move to a bigger house? Here are 3 options to consider.

1:11

Can you keep your 3% mortgage and still move to a bigger house? Here are 3 options to consider.

1:11

Retiring early? Make sure you understand this rule before rolling over your 401k.

1:29

Retiring early? Make sure you understand this rule before rolling over your 401k.

1:29

Retiring early? Make sure you understand this rule before rolling over your 401k.

1:29

The $15M exit that turned into $5M - how much you should plan to keep after selling a business

:47

The $15M exit that turned into $5M - how much you should plan to keep after selling a business

:47

The $15M exit that turned into $5M - how much you should plan to keep after selling a business

:47

Retiring before 65? Here's how you should plan for health insurance and how much to budget.

0:47

Retiring before 65? Here's how you should plan for health insurance and how much to budget.

0:47

Retiring before 65? Here's how you should plan for health insurance and how much to budget.

0:47

“I just inherited $5 million. Now what?”

1:06

“I just inherited $5 million. Now what?”

1:06

“I just inherited $5 million. Now what?”

1:06

These tax mistakes might put a target on your return (what the IRS looks for with their audits).

1:49

These tax mistakes might put a target on your return (what the IRS looks for with their audits).

1:49

These tax mistakes might put a target on your return (what the IRS looks for with their audits).

1:49

What happens to your money if your kid’s marriage doesn’t work out?

1:40

What happens to your money if your kid’s marriage doesn’t work out?

1:40

What happens to your money if your kid’s marriage doesn’t work out?

1:40

“This is exactly how I’d invest $2M in retirement.” Sounds simple, right?

1:15

“This is exactly how I’d invest $2M in retirement.” Sounds simple, right?

1:15

“This is exactly how I’d invest $2M in retirement.” Sounds simple, right?

1:15

Am I about to overpay for my mortgage? Make sure you are negotiating to get the best rate.

1:07

Am I about to overpay for my mortgage? Make sure you are negotiating to get the best rate.

1:07

Am I about to overpay for my mortgage? Make sure you are negotiating to get the best rate.

1:07

Moving closer to the grandkids? Why renting might be better than buying for retirement/flexibility.

1:40

Moving closer to the grandkids? Why renting might be better than buying for retirement/flexibility.

1:40

Moving closer to the grandkids? Why renting might be better than buying for retirement/flexibility.

1:40

It's 10am on a Tuesday and You're Retired....How are you spending that time?

0:58

It's 10am on a Tuesday and You're Retired....How are you spending that time?

0:58

It's 10am on a Tuesday and You're Retired....How are you spending that time?

0:58

Considering an early retirement buyout. Here are 3 questions to answer before deciding to stay or go

1:38

Considering an early retirement buyout. Here are 3 questions to answer before deciding to stay or go

1:38

Considering an early retirement buyout. Here are 3 questions to answer before deciding to stay or go

1:38

Why do high earners still feel financially stressed after upgrading?

1:13

Why do high earners still feel financially stressed after upgrading?

1:13

Why do high earners still feel financially stressed after upgrading?

1:13

Why this type of insurance gets pushed so hard...

1:51

Why this type of insurance gets pushed so hard...

1:51

Why this type of insurance gets pushed so hard...

1:51

Business owners… does your walk-away number still make sense?

1:41

Business owners… does your walk-away number still make sense?

1:41

Business owners… does your walk-away number still make sense?

1:41

Is a Roth 40(k) better than a traditional 40(k)? If 50+ the IRS just made the decision a lot easier.

1:41

Is a Roth 40(k) better than a traditional 40(k)? If 50+ the IRS just made the decision a lot easier.

1:41

Is a Roth 40(k) better than a traditional 40(k)? If 50+ the IRS just made the decision a lot easier.

1:41

Choosing a Senior Living Community? Know these numbers before Mom and Dad sign a contract.

1:28

Choosing a Senior Living Community? Know these numbers before Mom and Dad sign a contract.

1:28

Choosing a Senior Living Community? Know these numbers before Mom and Dad sign a contract.

1:28

Do I need a lawyer for my estate plan or can my financial planner handle it?

1:07

Do I need a lawyer for my estate plan or can my financial planner handle it?

1:07

Do I need a lawyer for my estate plan or can my financial planner handle it?

1:07

Is my bank account automatically included in my trust? No. And that assumption could cost you.

1:20

Is my bank account automatically included in my trust? No. And that assumption could cost you.

1:20

Is my bank account automatically included in my trust? No. And that assumption could cost you.

1:20

“Your business isn’t unclear… your numbers are.” Here are the numbers you need to know.

1:29

“Your business isn’t unclear… your numbers are.” Here are the numbers you need to know.

1:29

“Your business isn’t unclear… your numbers are.” Here are the numbers you need to know.

1:29

Most retirees have no idea this changed…and it could help you save a bunch on taxes

1:38

Most retirees have no idea this changed…and it could help you save a bunch on taxes

1:38

Most retirees have no idea this changed…and it could help you save a bunch on taxes

1:38

What Does Your Life Actually Cost?

0:37

What Does Your Life Actually Cost?

0:37

What Does Your Life Actually Cost?

0:37

Why Wait? Let that future inheritance have impact right now.

1:24

Why Wait? Let that future inheritance have impact right now.

1:24

Why Wait? Let that future inheritance have impact right now.

1:24

What age do you have to start taking money from your retirement accounts?

1:23

What age do you have to start taking money from your retirement accounts?

1:23

What age do you have to start taking money from your retirement accounts?

1:23

Does a market crash in year one of retirement ruin your plan? Yes, it certainly can. Here's how

0:44

Does a market crash in year one of retirement ruin your plan? Yes, it certainly can. Here's how

0:44

Does a market crash in year one of retirement ruin your plan? Yes, it certainly can. Here's how

0:44

Putting 100% of your kid’s savings into a 529 plan might be a mistake.

1:34

Putting 100% of your kid’s savings into a 529 plan might be a mistake.

1:34

Putting 100% of your kid’s savings into a 529 plan might be a mistake.

1:34

Should you buy a new car or keep investing that money? Run your decision through these questions.

1:21

Should you buy a new car or keep investing that money? Run your decision through these questions.

1:21

Should you buy a new car or keep investing that money? Run your decision through these questions.

1:21

How to help your kid pay for grad school without wrecking your retirement

1:18

How to help your kid pay for grad school without wrecking your retirement

1:18

How to help your kid pay for grad school without wrecking your retirement

1:18

How to get the most out of your Health Savings Account (HSA)

1:38

How to get the most out of your Health Savings Account (HSA)

1:38

How to get the most out of your Health Savings Account (HSA)

1:38

Why some business owners panic after selling…and best ways to avoid that.

1:37

Why some business owners panic after selling…and best ways to avoid that.

1:37

Why some business owners panic after selling…and best ways to avoid that.

1:37

3 steps to take to know when your business and your family can both afford that next big goal?

1:24

3 steps to take to know when your business and your family can both afford that next big goal?

1:24

3 steps to take to know when your business and your family can both afford that next big goal?

1:24

Does a trust automatically protect your assets from probate? Not necessarily.

1:37

Does a trust automatically protect your assets from probate? Not necessarily.

1:37

Does a trust automatically protect your assets from probate? Not necessarily.

1:37

Does your kid's marriage change your estate plan? Yes. Here's 3 ways to prepare for that happy day.

1:16

Does your kid's marriage change your estate plan? Yes. Here's 3 ways to prepare for that happy day.

1:16

Does your kid's marriage change your estate plan? Yes. Here's 3 ways to prepare for that happy day.

1:16

What is direct indexing? And why does it make sense for business owners and high-income investors?

1:24

What is direct indexing? And why does it make sense for business owners and high-income investors?

1:24

What is direct indexing? And why does it make sense for business owners and high-income investors?

1:24

Retiring early? Here's how to plan for healthcare costs? You might need $100,000 or more.

0:56

Retiring early? Here's how to plan for healthcare costs? You might need $100,000 or more.

0:56

Retiring early? Here's how to plan for healthcare costs? You might need $100,000 or more.

0:56

What’s the best way to make charitable contributions after you retire?

1:06

What’s the best way to make charitable contributions after you retire?

1:06

What’s the best way to make charitable contributions after you retire?

1:06

Before you go buy an Airbnb, try these strategies first.

1:48

Before you go buy an Airbnb, try these strategies first.

1:48

Before you go buy an Airbnb, try these strategies first.

1:48

A lot of wealthy investors don’t sell investments when they need cash. They borrow against them

1:17

A lot of wealthy investors don’t sell investments when they need cash. They borrow against them

1:17

A lot of wealthy investors don’t sell investments when they need cash. They borrow against them

1:17

Are you putting personal info into AI? Be careful. Here are some tips to protect your data.

1:11

Are you putting personal info into AI? Be careful. Here are some tips to protect your data.

1:11

Are you putting personal info into AI? Be careful. Here are some tips to protect your data.

1:11

Does a Will protect your kids if you're a single parent? Partially. Here are 3 other steps you need.

1:36

Does a Will protect your kids if you're a single parent? Partially. Here are 3 other steps you need.

1:36

Does a Will protect your kids if you're a single parent? Partially. Here are 3 other steps you need.

1:36

Does a Will immediately and automatically transfer money to your family when a parent dies?

1:27

Does a Will immediately and automatically transfer money to your family when a parent dies?

1:27

Does a Will immediately and automatically transfer money to your family when a parent dies?

1:27

s it normal for our spouse to handle all the finances? Yes. But you should both be aligned.

1:17

s it normal for our spouse to handle all the finances? Yes. But you should both be aligned.

1:17

s it normal for our spouse to handle all the finances? Yes. But you should both be aligned.

1:17

How much cash do you actually keep when you sell your business? There are 2 big numbers to know.

1:34

How much cash do you actually keep when you sell your business? There are 2 big numbers to know.

1:34

How much cash do you actually keep when you sell your business? There are 2 big numbers to know.

1:34

How does your estate tax bill get paid if your wealth is tied up in your business or real estate?

1:23

How does your estate tax bill get paid if your wealth is tied up in your business or real estate?

1:23

How does your estate tax bill get paid if your wealth is tied up in your business or real estate?

1:23

Is it a hobby or a business? Here's why that matters for your taxes.

1:16

Is it a hobby or a business? Here's why that matters for your taxes.

1:16

Is it a hobby or a business? Here's why that matters for your taxes.

1:16

What documents do you need from your aging parents - and when should you have that conversation?

1:29

What documents do you need from your aging parents - and when should you have that conversation?

1:29

What documents do you need from your aging parents - and when should you have that conversation?

1:29

Free $1,000 for your kid? Parents, don’t miss this.

2:38

Free $1,000 for your kid? Parents, don’t miss this.

2:38

Free $1,000 for your kid? Parents, don’t miss this.

2:38

If you were Sully from Monsters, Inc....cash comp or equity?

1:46

If you were Sully from Monsters, Inc....cash comp or equity?

1:46

If you were Sully from Monsters, Inc....cash comp or equity?

1:46

The best financial plans look nothing like this.

1:26

The best financial plans look nothing like this.

1:26

The best financial plans look nothing like this.

1:26

How to keep more (and pay less taxes) when you sell your business.

2:13

How to keep more (and pay less taxes) when you sell your business.

2:13

How to keep more (and pay less taxes) when you sell your business.

2:13

Too many business owners are still using the same entity from years ago….and that could costing them

1:37

Too many business owners are still using the same entity from years ago….and that could costing them

1:37

Too many business owners are still using the same entity from years ago….and that could costing them

1:37

If you haven’t yet changed your contributions for 2026, you may be leaving money on the table.

2:03

If you haven’t yet changed your contributions for 2026, you may be leaving money on the table.

2:03

If you haven’t yet changed your contributions for 2026, you may be leaving money on the table.

2:03

3 Scams To Watch For This Tax Season

2:06

3 Scams To Watch For This Tax Season

2:06

3 Scams To Watch For This Tax Season

2:06

Why a client decided to turn down $2M.

1:01

Why a client decided to turn down $2M.

1:01

Why a client decided to turn down $2M.

1:01

Should I pay off my daughter's debt?

0:33

Should I pay off my daughter's debt?

0:33

Should I pay off my daughter's debt?

0:33

How much do you really need to spend $10,000 a month in retirement?

1:19

How much do you really need to spend $10,000 a month in retirement?

1:19

How much do you really need to spend $10,000 a month in retirement?

1:19

Here’s how I’m adjusting my retirement portfolio for 2026.

1:07

Here’s how I’m adjusting my retirement portfolio for 2026.

1:07

Here’s how I’m adjusting my retirement portfolio for 2026.

1:07

👉 “How do we protect our kids from a massive estate or inheritance tax bill when we pass away?”

2:29

👉 “How do we protect our kids from a massive estate or inheritance tax bill when we pass away?”

2:29

👉 “How do we protect our kids from a massive estate or inheritance tax bill when we pass away?”

2:29

I failed as a dad financial planner this weekend

0:56

I failed as a dad financial planner this weekend

0:56

I failed as a dad financial planner this weekend

0:56

Teaching the kids the value of $1 - post holiday update

0:32

Teaching the kids the value of $1 - post holiday update

0:32

Teaching the kids the value of $1 - post holiday update

0:32

Teaching the kids how to save? Check this out.

1:10

Teaching the kids how to save? Check this out.

1:10

Teaching the kids how to save? Check this out.

1:10

Hidden Retirement Risk - the DAY you retire could matter more than how much you retire with.

1:07

Hidden Retirement Risk - the DAY you retire could matter more than how much you retire with.

1:07

Hidden Retirement Risk - the DAY you retire could matter more than how much you retire with.

1:07

Most S-Corp owners miss this when their spouse changes hours

1:18

Most S-Corp owners miss this when their spouse changes hours

1:18

Most S-Corp owners miss this when their spouse changes hours

1:18

Is the AI bubble about to pop in 2026?

1:00

Is the AI bubble about to pop in 2026?

1:00

Is the AI bubble about to pop in 2026?

1:00

Update on our Family Experiment - Teaching the Leithe Littles the Value of a Dollar

0:42

Update on our Family Experiment - Teaching the Leithe Littles the Value of a Dollar

0:42

Update on our Family Experiment - Teaching the Leithe Littles the Value of a Dollar

0:42

Do NOT do this if you’re expecting a year-end bonus.

1:10

Do NOT do this if you’re expecting a year-end bonus.

1:10

Do NOT do this if you’re expecting a year-end bonus.

1:10

One of the most expensive mistakes retirees make with their money...

1:06

One of the most expensive mistakes retirees make with their money...

1:06

One of the most expensive mistakes retirees make with their money...

1:06

Retired? Here are 3 smart money moves to make before year-end.

1:03

Retired? Here are 3 smart money moves to make before year-end.

1:03

Retired? Here are 3 smart money moves to make before year-end.

1:03

Teaching kids about money

1:08

Teaching kids about money

1:08

Teaching kids about money

1:08

How to Teach Three Tiny Humans the Value of a Dollar?

2:05

How to Teach Three Tiny Humans the Value of a Dollar?

2:05

How to Teach Three Tiny Humans the Value of a Dollar?

2:05

How to know when your portfolio needs an upgrade?

1:07

How to know when your portfolio needs an upgrade?

1:07

How to know when your portfolio needs an upgrade?

1:07

Protecting your wealth and legacy

1:28

Protecting your wealth and legacy

1:28

Protecting your wealth and legacy

1:28

How to save thousands in capital gains taxes

0:55

How to save thousands in capital gains taxes

0:55

How to save thousands in capital gains taxes

0:55

Should you do it? Thinking of selling to Private Equity - here’s what you might not know.

1:38

Should you do it? Thinking of selling to Private Equity - here’s what you might not know.

1:38

Should you do it? Thinking of selling to Private Equity - here’s what you might not know.

1:38

Talking SALT: Don’t miss out on this $40K tax deduction...

1:09

Talking SALT: Don’t miss out on this $40K tax deduction...

1:09

Talking SALT: Don’t miss out on this $40K tax deduction...

1:09

Most of us don’t want to think about this…but it’s really important to have someone who will.

1:31

Most of us don’t want to think about this…but it’s really important to have someone who will.

1:31

Most of us don’t want to think about this…but it’s really important to have someone who will.

1:31

3 Costly Mistakes Business Owners Make with Their Entity Structure

40:14

3 Costly Mistakes Business Owners Make with Their Entity Structure

40:14

3 Costly Mistakes Business Owners Make with Their Entity Structure

40:14

Think your tax-free 529 plan is just for college tuition? Here’s what you may be missing.

1:26

Think your tax-free 529 plan is just for college tuition? Here’s what you may be missing.

1:26

Think your tax-free 529 plan is just for college tuition? Here’s what you may be missing.

1:26

Most people don’t know this about updating their Will.

1:31

Most people don’t know this about updating their Will.

1:31

Most people don’t know this about updating their Will.

1:31

Why your accountant and advisor should be dating

1:54

Why your accountant and advisor should be dating

1:54

Why your accountant and advisor should be dating

1:54

This will surprise you. You can buy your next home without selling your current home. Here’s how.

1:25

This will surprise you. You can buy your next home without selling your current home. Here’s how.

1:25

This will surprise you. You can buy your next home without selling your current home. Here’s how.

1:25

Should we give our kids the money now or after we're gone?

0:55

Should we give our kids the money now or after we're gone?

0:55

Should we give our kids the money now or after we're gone?

0:55

Succession Aggression is Real: When Business and Family Collide

0:53

Succession Aggression is Real: When Business and Family Collide

0:53

Succession Aggression is Real: When Business and Family Collide

0:53

Should you stay home with the kids or go back to work?

1:13

Should you stay home with the kids or go back to work?

1:13

Should you stay home with the kids or go back to work?

1:13

Put your kids to work!

1:16

Put your kids to work!

1:16

Put your kids to work!

1:16

Offense or Defense? How Business Owners Are Reacting to Tariffs and Market Uncertainty

1:31

Offense or Defense? How Business Owners Are Reacting to Tariffs and Market Uncertainty

1:31

Offense or Defense? How Business Owners Are Reacting to Tariffs and Market Uncertainty

1:31

How to Protect the Family Legacy Through Weddings and Divorce

1:13

How to Protect the Family Legacy Through Weddings and Divorce

1:13

How to Protect the Family Legacy Through Weddings and Divorce

1:13

Osaic Wealth Form CRS

Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.

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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Osaic Wealth, Inc. does not provide tax or legal advice.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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