The Long Game

Discussing the ins and outs of FIRE, the power of financial mission statements, mapping out your financial life, the true benefit of pursuing FIRE as optionality, and the importance of knowing your ENOUGH in the world of personal finances.

Jenny Rozelle, an expert in estate planning, discusses the importance of estate planning and common mistakes to avoid. Topics covered include the taxation of life insurance, the accessibility and costs of estate planning, and the consequences of not updating estate plans regularly. The value of seeking professional advice and the potential risks of not hiring professionals are also emphasized.

Jenny Rozelle, estate planning attorney, discusses the most common types of trusts and why they are used. The podcast covers misconceptions about estate planning, the role of revocable living trusts, the importance of trust funding, and the significance of special needs trusts and supporting the special needs community.

In this episode with Mark McGrath we talk: - how financial planning is different for physicians - how starting to make income later changes the planning - how to balance lifestyle creep and the increase of income so quickly - how to avoid burnout - the most important times to engage with a planner as physician

In this episode with Travis Hornsby we talk: - what is going on with student loans - what changes have been made - the new IDR waiver and some examples - PSLF changes If you need help with your student loans head on over to https://www.studentloanplanner.com/. They can help for a very affordable price.

Ian Gutterman, insurance expert, dives into the basics and importance of Homeowners, Renters, Auto, and Umbrella Insurance. He highlights common mistakes people make with each type and emphasizes the crucial role insurance plays in financial security.

In this episode with Darin Tuttle we talk: - the current state of the market - whether international should be a portfolio or not - tax location and asset allocation  - how to view long term investing

WE switched things up this week and had Treyton back on to talk: - What's to come with AllStreet Academy, why we created it, the price, who it fits for, when it launces, etc - How we have grown AllStreet Wealth and what our future plans are  - Plans for the podcast

In this episode with Ryan, The Real Estate CPA we get into the weeds of real estate tax planning and talk: - why real estate is so attractive - ratios for understanding good deals - how to turn it from passive to active to offset income - and much more!

In this episode with David Walsh we talk about: - Ways to prep for the sale of your business - Mistakes we often see made - Why you need a really good team around you