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About the Show

Dive into the world of finance with your host Dr. Kay Logan, all while having fun along the way.

Each week, we offer an in-depth and unconventional take on finance, from hot topics to the latest industry developments.

Get tips and expert advice used by those building multi-million dollar portfolios, rarely shared with the general public, that you can implement regardless of where you are on your financial journey!

Frequently asked questions

What is this podcast about?

This podcast offers overviews of key finance topics, empowering viewers to achieve financial independence, plan effective strategies to transfer wealth to future generations, and minimize tax liabilities. Our goal is to prepare you for your consultation with us to discuss your next steps on your financial journey based on what you learned on one or more of the episodes you watched on this podcast.

Who is the show host?

This podcast is hosted by Dr. Kay Logan, a passionate storyteller who loves sharing insights and conversations with guests.

When are new episodes released?

New episodes air from 6 to 7 PM EST on Fridays starting March 20, 2026, giving you fresh content to enjoy regularly.

Why listen here?

Because each episode offers thoughtful, engaging stories you won’t find elsewhere.

How can I subscribe to your podcast?

Subscribe through your favorite podcast app to never miss an episode.

What topics will be discussed?

• 401K

• Stretch IRA

• 529 ED Plans

• Estate Transfer

• MEDICAID Plan

• 5 Year Look Back

• Section 162

• Whole Life

• Hospital Expense

• 1035 Exchange

• Policy Ownership

• Commercial Liability

• Inland Marine

• Property

• 72t Regulation

• Credit Repair

• Gold Investment

• Real Estate 401K

• 403 B

• 457 Thrift Plan

• Premium Deductibility

• Umbrella Coverage

• Excess Liability

• Professional Liability

• Boiler & Machinery

• Common Stocks

• Dividends

• Preferred Stocks

• Capital Gains

• Trust & Wills

• Agribusiness

• Business Formation

• Bond Markets

• Treasury Inflation Protection Securities (TIPS)