Frequently Asked Questions (FAQs)

Podcast FAQs

What is this?

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 in your financial journey based on what you've learned from one or more episodes.

Who hosts it?

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

When are episodes released?

New episodes air from 7 to 8 PM EST on Fridays starting March 13, 2026, giving you fresh content to enjoy regularly.

Why listen here?

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

How to subscribe?

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)