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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

What could threaten everything you’ve built with your business partner? Rob calls them the “5 Ds:” death, divorce, disability, disagreements, and dissolution.

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.

Sometimes the biggest threat to your financial future isn’t a market downturn, it’s the professionals you trust giving you bad advice.

Rob offers critical guidance on how to ensure your most vulnerable loved ones are cared for, without jeopardizing their financial security or access to government benefits.

What does it really mean to live your best life, and how do you unlock the financial freedom to get there? In this episode, Rob shares the three key pillars of financial freedom: smart choices, proactive tax planning, and asset protection.

In this episode, Rob explores how even successful families can fall into emotional traps when making financial decisions.

In this episode, Rob shares why the first step isn't about investments or taxes, it's about mindset.

Running a business is hard enough. Add in family dynamics, and you’ve got a whole new level of complexity.