In this issue:

• Return of the podcast
• Year-end tax planning tips

In this issue:

• We're open for business (again)
• Is life insurance necessary in retirement?

In this issue:

• Atlanta conference recap
• The truth behind common Indexed Universal Life insurance sales pitches

In this issue:

• Conference season
• How to use Indexed Universal Life insurance for retirement cash flow

In this issue:

• Prop dad'ing
• Indexed Universal Life Insurance background

In this issue:

• Family trips and commonly debated financial topics
• Spending during the three stages of retirement

In this issue:

• Get to know Michelle
• Understanding step up in basis

In this issue:

• Website pics and dance competitions
• Capital gain income exclusion on selling your house

In this issue:

• The final newsletter
• Bank and brokerage failures

In this issue:

• Tenon Financial is growing!
• After-tax "basis" in IRAs

In this issue:

• The sunshine state
• The basics of annuities

In this issue:

• Retirement Planning Education
• SECURE 2.0 Act of 2022