https://youtu.be/0WeSn-QYWS0 This month the Balance team teams up with Simple Medicare to unpack the Medicare “basics” that trip up most people turning 65—and plenty who keep working past it. Guest speaker Kevin Shay, retired CPA and independent insurance broker, joins Bob Gavlak, Shaun Carney, and Ryan Mannen to explain how Parts A, B, C (Advantage), […]

https://youtu.be/5ocFpRFW_gg This month the Balance Team breaks down the essentials of 1031 exchanges—a powerful tool for deferring taxes on investment real estate. The team covers the rules, deadlines, and requirements for a successful exchange, the role of a qualified intermediary, and the long-term benefits for investors. The conversation also explores Delaware Statutory Trusts (DSTs) as