I'm a fiduciary financial advisor with Lestna Retirement. I help people maximize the lasting impact of their legacy by safeguarding and efficiently transferring assets to loved ones and charitable causes.

On this channel, I share an educational content that will help you improve your financial decisions, protect your wealth, and enjoy your life.

7 Ways to BEAT the IRS (Legally) and Protect Your Wealth
9:06
7 Ways to BEAT the IRS (Legally) and Protect Your Wealth
How Much Life Insurance Do You Really Need in Your 50s?
7:46
How Much Life Insurance Do You Really Need in Your 50s?
15 Wealth Transfer Strategies to Reduce Taxes & Leave a Lasting Legacy
10:21
15 Wealth Transfer Strategies to Reduce Taxes & Leave a Lasting Legacy
IRS Audit Triggers: 15 Red Flags for Business Owners
10:43
IRS Audit Triggers: 15 Red Flags for Business Owners
Avoid These IRS Tax Audit Triggers At All Costs
11:28
Avoid These IRS Tax Audit Triggers At All Costs
Why Beneficiary Designations Aren't Enough for Legacy Planning
8:00
Why Beneficiary Designations Aren't Enough for Legacy Planning
How to Title Assets to Protect Your Estate and Legacy
11:12
How to Title Assets to Protect Your Estate and Legacy
Tax-Efficient Year-End Charitable Giving Strategies
13:09
Tax-Efficient Year-End Charitable Giving Strategies
Your Guide to Medicare & Open Enrollment
14:09
Your Guide to Medicare & Open Enrollment
2024 Year-End Tax Planning Strategies for Individuals
14:08
2024 Year-End Tax Planning Strategies for Individuals
Secure Your Family’s Legacy with Sub-Trusts
10:57
Secure Your Family’s Legacy with Sub-Trusts
Boost Your Retirement Income with Divorced Spouse Benefits
10:29
Boost Your Retirement Income with Divorced Spouse Benefits
Revocable Living Trust Explained: Save Time, Money, and Stress
14:06
Revocable Living Trust Explained: Save Time, Money, and Stress
Why & How to Avoid Probate
13:00
Why & How to Avoid Probate
Cash, Stocks, or QCDs - What Should You Give?
16:41
Cash, Stocks, or QCDs - What Should You Give?
Social Security for Widows: Strategies to Maximize Your Benefits
10:33
Social Security for Widows: Strategies to Maximize Your Benefits
Tax-Savvy Ways to Give to Charities and Maximize Your Impact
13:43
Tax-Savvy Ways to Give to Charities and Maximize Your Impact
Dodge the Social Security Tax Torpedo
16:41
Dodge the Social Security Tax Torpedo
15 Must-Have Provisions for Your Last Will and Testament
10:35
15 Must-Have Provisions for Your Last Will and Testament
Boost Your Estate Plan with the Power of Appointment
9:53
Boost Your Estate Plan with the Power of Appointment
Leaving an Inheritance? Choose the Best Distribution Method
7:34
Leaving an Inheritance? Choose the Best Distribution Method
Retire Early with Health Insurance Premium Tax Credits
6:49
Retire Early with Health Insurance Premium Tax Credits
Use These Gifting Strategies to Reduce Your Estate & Save on Taxes
6:28
Use These Gifting Strategies to Reduce Your Estate & Save on Taxes
Things You Need to Know Before Making Gifts
7:54
Things You Need to Know Before Making Gifts
How To Exceed the FDIC $250K Limit & Stay Insured
2:44
How To Exceed the FDIC $250K Limit & Stay Insured
4 Major Issues With Wills
2:03
4 Major Issues With Wills
What Do Nonprofit Board Members & Senior Managers Owe to Donors?
4:31
What Do Nonprofit Board Members & Senior Managers Owe to Donors?
Nonprofit Executive Director: Fiduciary or Not?
5:09
Nonprofit Executive Director: Fiduciary or Not?
What is a Health Care Proxy & How to Choose Your Health Care Agent?
6:59
What is a Health Care Proxy & How to Choose Your Health Care Agent?
2 Vital Reasons Why You Need a Living Will
5:12
2 Vital Reasons Why You Need a Living Will