Your Wealth, Your Legacy

1. Episode · Sep 1, 2026

   EP 60: Covered Calls - Get Paid To Manage Risk (opens the original)

   Episode notes · Positive tone

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   Many individuals who work for large, publicly traded companies accumulate a significant amount of employer stock over their career. When that position represents a significant portion of their overall portfolio, it creates meaningful concentration risk, and if they still work for the same employer, both their income and investments depend on that one company’s success. In this episode, we cover a strategy that can generate income from existing shares while creating a disciplined plan to manage o

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2. Episode · Aug 1, 2026

   EP 59: Does Your Financial Professional Work For You or Someone Else? (opens the original)

   Episode notes · Neutral tone

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   Most people look to their financial professional to provide financial advice and put their interests first at all times. What most individuals don’t realize is that there are two primary legal standards that govern the financial industry. One that is applicable to those who sell products and a higher standard for those who sell advice. In this episode, we cover the history of the financial services industry including how it started as a sales-first industry where financial professionals worked f

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