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
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10 min read
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
| 9 min read
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
| 8 min read
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
| 6 min read
The One Big Beautiful Bill Explained: Myth or Reality –…
Welcome back to part two of The One Big Beautiful Bill Explained. In this episode, host Troy Branch continues the conversation with Jacob Messick and…
December 12, 2025
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31 min watch
Why Reviewing Personal Finances Matters
Managing money isn’t just about paying bills on time or sticking to a budget. It’s about understanding the full picture of your financial life and…
December 12, 2025
| 5 min read
Your Biggest Financial Questions Answered: Listener Q&A #1
In this podcast episode, the Ameritas advanced planning team discusses listeners' biggest financial questions and answers.
November 25, 2025
| 27 min watch
How to Maximize Your 401(k) Employer Match
When it comes to building long-term financial security, few opportunities have the same potential as your employer’s retirement plan match. Whether you're just starting your…
November 14, 2025
| 7 min read