Inflation is Coming. Are You Ready?

July 1, 2021

What can you do to protect your assets?

Before worrying about the safety of your assets, let's take a look at the facts behind the headlines.

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protect retirement
By Rob Shelton September 11, 2025
Here’s what we discuss in this episode: 📊 Diversify to avoid concentration risk ✅ Know when you’ve “made it” 🔄 Planning is an ongoing process 🏥 Life changes demand financial adjustments 🛡️ Protect your retirement from unnecessary risk
legacy planning
By Rob Shelton September 4, 2025
What could threaten everything you’ve built with your business partner? Rob calls them the “5 Ds:” death, divorce, disability, disagreements, and dissolution.
insurance
By Rob Shelton August 28, 2025
In this episode, Rob dives into the often-overlooked world of property and casualty insurance, where hidden gaps could leave your home, vehicles, or umbrella policies vulnerable.
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