Crypto continues to increase in popularity and is becoming a staple in many investors' portfolios, but do you know about these important crypto pitfalls?

We have officially entered a bear market. In this episode, Jason and Tyler discuss the 5 things you need to do to survive and thrive in any bear market. They discuss how long it will take for the market to recover, what can diminish your returns in a bear market and how to avoid it, what your mind is like in a bear market, and the main thing you have to know before changing any of your investments.

Bill Hoffman joins Michael Pallozzi to chat about how he grew a community-first business by first helping his competitors. They discuss what he’s doing to prepare his business for an eventual transition. At this point, his family members aren’t interested in running his extermination business so he shares other available avenues for business transition.

As a plan sponsor, you are no stranger to the annual retirement plan review. And even though there are still months left in 2022, it is never too early to prepare. Although you may meet quarterly or semi-annually with your advisor, a yearly plan assessment is an opportunity to evaluate the health of your plan.

Living trusts are created with a clearly defined objective: to avoid probate. Misconceptions about living trusts have spread to the point where people think trusts can accomplish much more than they are designed to. But if you are worried about your will being contested or your heirs fighting over your assets, a revocable living trust may be your best option.

While protection is never a bad thing, you want to make sure the value of the coverage outweighs the added cost.