This week, Dale sits down with Eli Wilkerson of Praxis Detection SVCS, LLC to discuss why it’s important to know your client. Understanding who you’re doing business with can help protect you from scams, fraudsters, and other deceptive schemes. Tune in as they share insights on recognizing warning signs, reducing risk, and building stronger client relationships.

Dale sits down with attorney Adair Buckner to break down some of the most important (and often misunderstood) aspects of estate planning and probate. Learn when a Transfer on Death deed might not be the right choice—and how it could create unintended complications. Get clarity on the difference between an independent administrator and a dependent administrator, and why it matters for your estate. Plus, understand how the Power of Attorney works, when it’s effective, and the critical moment it becomes void. Whether you’re planning ahead or helping a loved one navigate the process, this conversation is packed with practical insights you can actually use. Don’t miss it!

This week, Dale and John Kletchka break down the best practices every business owner should follow when it comes to filing taxes. From staying organized to streamlining your documents, they explain how preparation can actually save you money when working with a CPA. Do you have the right processes in place? Tune in to this episode to learn how a little organization now can make a big difference later.