Insights for Wealth

  
 
  

Showing 1-8 of 47

   

A husband and wife sit together preparing their tax documents so they’re ready for tax season.

How to Prepare for Tax Season: What to Do Now

A new year always brings fresh forms, fresh limits—and fresh opportunities to keep more of what you earn. If you’re wondering how to prepare for…

February 25, 2026  | read icon 10 min read

Red microphone image for podcasts.

Your Biggest Financial Questions Answered: Listener Q&A #2

Your biggest financial questions answered in this special listener Q&A episode as the Future Focus team dives into real financial questions from real listeners. We…

February 24, 2026  | watch icon 33 min watch

Red microphone image for podcasts.

2026 Personal Finance Reset – part 2

In case you missed it, go back and watch part one of 2026 Personal Finance Reset. Now that you’ve reviewed your financial starting point for…

February 10, 2026  | watch icon 29 min watch

Red microphone image for podcasts.

2026 Personal Finance Reset – part 1

Welcome to a brand‑new year — and a brand‑new chance to take control of your money. Think of this episode as your 2026 personal finance…

January 27, 2026  | watch icon 25 min watch

A grandmother sits on the couch with her adult daughter and young granddaughter looking at a family photo album.

What Is a Multi-Generational Trust?

How do you make wealth last beyond your lifetime? For many families, the answer is a trust, a legal arrangement that allows one person or…

January 26, 2026  | read icon 9 min read

A man sits in a coffee shop using his laptop and cellphone to access personal information. 

How to Prevent Identity Theft

Identity theft is a common concern in the United States. As people’s daily lives become increasingly integrated with technology, new avenues for scams and fraud…

January 22, 2026  | read icon 8 min read

A man in his 30s reviews his retirement resolutions on his laptop at home.

Three New Year’s Retirement Resolutions for Your Plan

January is all about fresh starts, when gym memberships spike, meal plans trend and personal goals take center stage. But what about your financial health?…

January 8, 2026  | read icon 6 min read

Red microphone image for podcasts.

Useful Retirement Planning Tips and Common Myths

Retirement planning can feel overwhelming, but it doesn’t have to be. In this episode of Future Focus, host Troy Branch talks with Jacob Messick from…

December 19, 2025  | watch icon 33 min watch


  
 
  

Showing 1-8 of 47