Insights for Podcast

podcast

62 Who Knew – The Retirement Rule That Quietly Un-Diversifies Clients

July 2026

3 min. read

62 Who Knew – The Retirement Rule That Quietly Un-Diversifies Clients

podcast

62 Who Knew – Retirement Income, Long-Term Care, and the Home Equity Lever

March 2026

2 min. read

62 Who Knew – Retirement Income, Long-Term Care, and the Home Equity Lever

podcast

62 Who Knew – Using Home Equity to Fund Smarter Roth Conversions

January 2026

3 min. read

62 Who Knew – Using Home Equity to Fund Smarter Roth Conversions

podcast

62 Who Knew – Home Equity: The Overlooked Retirement Resource

August 2025

2 min. read

62 Who Knew – Home Equity: The Overlooked Retirement Resource

podcast

The Power of Home Equity – Without the Debt

July 2025

1 min. read

The Power of Home Equity – Without the Debt

podcast

Coffee Talk with BGA Insurance

June 2025

1 min. read

Coffee Talk with BGA Insurance

podcast

62 Who Knew – Revolutionizing Retirement Planning

May 2025

1 min. read

62 Who Knew – Revolutionizing Retirement Planning

podcast

Innovating Home Finance

March 2025

2 min. read

Innovating Home Finance