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  • Making a Lasting Impact

    Making a Lasting Impact

    Gifts from a Convenience Store I’ve always wanted to be a Secret Santa. A really secret Santa. One of those people who handed the Walmart cashier an extra $100 at the end of my transaction, and said to pay for the toys that the visibly exhausted, overworked parents in line behind me were buying. And […]

    estate planning blended families

    IRC WealthCast 055: Avoiding the Challenges of Estate Planning and Blended Families

    iTunes | Youtube   This week, the IRC WealthCast continues its focus on Generation X as we discuss the financial, emotional and legal challenges of estate planning and blended families, both those we create as well as the blended families created by our parents. In this second episode of a two-part series, we continue the […]

    generation x - Taking Care of Aging Parents

    IRC WealthCast 054: Taking Care of Aging Parents Squeezes Generation X

    iTunes | Youtube   With responsibility for taking care of aging parents while also raising a family, Generation X is feeling the squeeze of being a “sandwich generation.” This can be especially stressful when two thirds of Generation X say they haven’t fully recovered from the Great Recession, yet an increasing number are providing financial […]

    growing a business as a solopreneur with Jodi Hersh

    IRC WealthCast 053: Solopreneur, freelancer, self-employed — should I stay or should I grow?

    iTunes | Youtube   There are so many options when it comes to growing a business as a solopreneur that, regardless of whether you call yourself a solopreneur, freelancer, or self-employed, determining how to plan for growth can be challenging. In this episode, Joe chats with longtime solopreneur Jodi Hersh about the choices and considerations […]

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