Even a well-built financial plan can fall apart if it overlooks key insurance risks.

Signing your estate plan is an important milestone, but it’s only effective if every piece works together.

Medicaid planning is one of the most misunderstood areas of retirement and long-term care planning.

Many people believe that having a will or trust means their estate plan is complete.

Thinking about buying life insurance? Watch this first. We reveal common sales tactics, hidden costs, and what you should know before committing to a life insurance policy.

Should I Buy Whole Life Insurance? I get asked this frequently. Maybe your financial “advisor” recommended it. So, should you buy whole life insurance? No.

Do you want to optimize your banking? Have you ever thought about how to squeeze the most out of your everyday transactions and every-month income? If so, this is the episode for you. We will dive into how I optimize my banking so that you can borrow and steal my ideas for your own implementation….

Optimize Your Banking with Credit Cards I use credit cards wisely. We haven’t discussed them on this show, except in Episode 117 on Credit Scores. Let me give some caveats. Here are some truths about credit cards. Credit Card Caveats People who carry a balance shouldn’t use them. Period. If you carry a balance from…

Episode 118 | June 15th is World Elder Abuse Awareness Day. What is Financial Elder Abuse? How can we spot and prevent it?

Welcome to Ask Freeman, where we take a few of your questions and answer them in short form. Today we answer: Do I Need a Credit Score? ~Chelsea What’s your opinion of Credit Scores? On one end of the spectrum, people are obsessed with it. On the other, people say it’s dumb and that you…