Think You Missed the 2025 Retirement Planning Window? Think Again. Many business owners assume that once the calendar year ends, so do their opportunities to

Are You Paying Too Much—or Missing Critical Coverage? Many business owners assume their insurance coverage is “set”—until a claim reveals costly gaps or

Welcome to Season Two of the Legacy Lab! In this episode of The Legacy Lab, Megan Davis and Ashley Simpson answer the most common Property & Casualty insurance

Are you over-insured, under-protected… or both? In this episode of The Legacy Lab, hosts Megan, Ashley and Tom dig into a critical issue many business owners

It’s open enrollment season — and whether you love comparing insurance plans or dread it every year, this episode is for you. Megan Davis and Ashley Simpson

As Americans live longer than ever, retirement plans must evolve to ensure financial security, healthcare stability, and quality of life for decades. Thanks to

If you offer a retirement plan, or are thinking about starting one, the SECURE 2.0 Act brings some major changes you can’t afford to ignore. In this episode of

If you offer a retirement plan, or are thinking about starting one, the SECURE 2.0 Act brings some major changes you can’t afford to ignore. In this episode of

Understanding the Two Paths to Retirement In this episode of The Legacy Lab, we break down the key features of each plan, who takes on the investment risk, and

Episode 1: Tailored Retirement and Benefits for Solopreneurs and Gig Workers Listen on Apple Podcasts Listen on Spotify