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Most business owners think once the calendar turns, their tax-advantaged retirement planning opportunities are gone, but SECURE 2.0 changed the game. In this episode, Megan and Ashley sit down with retirement plan expert Tamara Middleton to unpack how employers can still start retirement plans for …
When it comes to insurance, more coverage doesn’t always mean better protection. In this episode of The Legacy Lab, the team walks through the most common insurance blind spots facing business owners today—from paying for outdated assets to missing critical protections like flood, cyber, or busines…
Are you over-insured, under-protected, or both? In this episode of The Legacy Lab, Megan, Ashley, and Tom break down common insurance gaps, why outdated policies cost business owners money, and share a quick “5-Minute Risk Checkup” to spot red flags fast. Plus, hear real examples of how a simple po…
It’s open enrollment season — and whether you love comparing insurance plans or dread it every year, this episode is for you. Megan and Ashley break down the essentials in simple, stress-free language so you can confidently choose the benefits that fit your life and budget. The information provide…
In this Q&A-style episode of The Legacy Lab, Megan Davis and Ashley Simpson answer the most common Property & Casualty insurance questions for both business owners and individuals. From reviewing coverage and avoiding costly gaps to understanding replacement cost, cyber insurance, and umbre…
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