The About Podcast

In today’s episode cover the basics of life insurance, explaining the different types available, including term life, whole life, and universal life insurance. Roy walks us through how each type works, their benefits, and who might benefit most from each option. We also discuss the various uses of life insurance, from providing financial security for your loved ones to serving as a tool for estate planning and wealth transfer. Roy and Jeremy discuss tips on choosing the right policy based on your

As a Financial Planner, Roy gets a lot of general questions about finance and investing. I wanted a way to share some information so when you do reach out, we can go deeper into your specific situation and important questions and issues we need to examine. Roy was in education for many years and loves helping younger generations navigate their finances as well. He also believes as a Christian it’s important to steward our resources well and believe Jeremy’s insight as a client and a pastor is very

Embark on a journey through the maze of estate planning, where we demystify the jargon and empower you to take control of your legacy. Join us as we explore essential topics like Probate, Wills, Trusts, Power of Attorney, Executors, and Trustees. Together, we'll learn the basics and equip you with the knowledge to confidently navigate this complex world. By understanding these fundamentals, you'll be better prepared to ask the right questions and make informed decisions with the help of your

Get to know The About Podcast. As a Financial Planner, Roy gets a lot of general questions about finance and investing. I wanted a way to share some information so when you do reach out, we can go deeper into your specific situation and important questions and issues we need to examine. Roy was in education for many years and loves helping younger generations navigate their finances as well. He also believes as a Christian it’s important to steward our resources well and believe Jeremy’s insight as