Sep 29, 2026
The Hidden Assets That Could Make or Break Your Business Sale
Learn why intellectual property matters to family business value and how protecting intangible assets can support succession, estate planning, and sales.
Video insights
Complex topics, explained once and properly.
Short explainers covering the questions that come up most often, in a format you can watch before a meeting rather than during one.
Jul 14, 2026
Your Business Sold for Millions. But How Much Will You Actually Get?
Learn how earnouts work in business sales and why understanding the difference between your headline sale price and actual proceeds can help you make more informed financial decisions.
Jan 8, 2026
Choosing the Right Retirement Plan for Your Business
Learn how choosing the right business retirement plan can help reduce taxes, improve deductions, and better align profits with long-term planning.
Dec 8, 2025
How to Use Your Investments to Support the Causes You Love
Learn how donating appreciated assets can reduce taxes and increase your charitable impact. More to the cause, less to tax, same generosity.
Nov 18, 2025
Why Where Your Investments Live Often Matters More Than What You Own
Are your investments in the right accounts to help manage taxes? See how asset location affects after-tax results without changing what you invest in.
Oct 23, 2025
Rewarding Top Talent Without Giving Up Ownership
Discover how to reward top talent while maintaining ownership. Ken Hargreaves covers phantom stock, stock appreciation rights, and long-term incentive plans, plus tax considerations and strategic growth alignment.
Sep 18, 2025
Rewarding Your Best: Modern Executive Compensation Strategies
Discover how deferred comp plans and SERPs help reward and retain top talent. Strategic executive pay builds loyalty and supports growth.
Aug 12, 2025
The Triple Tax Break Account You’ve Probably Overlooked
Discover how a Health Savings Account’s triple tax advantage can boost retirement savings, protect wealth, and prepare for future healthcare costs.
Jul 14, 2025
The Impact of Lifestyle Choices on Retirement
Discover how poor lifestyle choices significantly impact your health and finances throughout retirement, putting your financial security at risk.
Apr 23, 2025
Tariffs & Your Portfolio: What History Teaches Us About Today’s Trade Tensions
Historical analysis of how tariffs affect markets, with lessons from past trade tensions to help investors navigate today’s economic landscape.
Apr 16, 2025
Are We Headed Towards Stagflation?
Could we be heading for another 1970s-style crisis? What if inflation isn’t your biggest financial threat?
Apr 9, 2025
Avoid the Estate Tax Trap: Protect Your Legacy and Assets!
Inherit $15M but owe $2M in estate taxes? Discover how to avoid estate liquidity traps & protect your heirs from a financial nightmare.
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