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The Difference Between a Good and a Great Advisor

May 1, 2021

Can you automate and replace financial expertise?

The Human Element is what differentiates a good advisor from a great one. Robo advisors can't provide the compassion necessary for great service. Keep watching to hear my thoughts.

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Trump Accounts for Kids: Should You Open One, or Are There Better Options?

By Walter Storholt • July 9, 2026

In this episode of Legacy Beyond Wealth, Rob breaks down how the new Trump Accounts compare to 529 plans, Roth IRAs for kids, and UTMA/UGMA custodial accounts.

business giving

Donor-Advised Fund or Private Foundation? Choosing the Right Giving Vehicle After an Exit

By Walter Storholt • July 2, 2026

A business sale can create an opportunity to make a lasting impact through charitable giving, but choosing the right approach requires more thought than many people realize.

business exit planning

The Business Exit Nobody Regrets: Why Wealth Is Not the Goal

By Walter Storholt • June 25, 2026

Selling a business is often viewed as a financial milestone, but the real challenges begin after the deal closes. In

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