EP 01Estate Planning
The Foundation of Estate Planning
An introduction to why estate planning matters — covering the basics of wills, trusts, and protecting what you've built.
The Education Esquire
Watch & Learn
Free educational videos on financial and legal topics — episode by episode.
EP 02Wills & Trusts
Wills vs. Trusts — What's the Difference?
Breaking down the key differences between wills and trusts, and why most families benefit from a revocable living trust.
EP 03Investing
Building Wealth Through Smart Investing
Dividend ETFs, leveraged growth funds, and using long-term strategy to compound returns over time.
EP 04Property Taxes
Understanding Your Property Tax Bill
What you're actually paying for, how Cook County calculates your bill, and the exemptions most homeowners miss.
EP 05Real Estate
Real Estate Investing for Beginners
How to think about your first investment property — financing, cash flow, tax treatment, and entity structures.
EP 06Dividend ETFs
High-Yield Dividend ETFs Explained
A walkthrough of SCHD, JEPI, VYM, and other dividend funds — generating income inside a long-term portfolio.
EP 07Business
Setting Up Your Business the Right Way
LLC vs. S-Corp vs. sole proprietor — how entity choice affects taxes and personal liability.
EP 08Trust Funds
Creating a Trust Fund — Step by Step
From establishing the trust, to opening a brokerage account, to funding it and choosing investments.
EP 09Dollar Cost Averaging
The Power of Dollar Cost Averaging
Why steady, automated investing outperforms timing the market — set up a simple DCA strategy.
EP 10Income Taxes
Tax Strategies for Small Business Owners
Top deductions every LLC owner should know, plus how different types of income are taxed.
EP 11Asset Titling
Asset Titling & True Anonymity
How to title real estate, businesses, and brokerage accounts for protection and privacy.
EP 12Leveraged ETFs
Leveraged & Growth ETFs — Pros and Cons
A clear-eyed look at TQQQ, UPRO, and similar funds — when they fit, and how NAV erosion works.
EP 13Generational Wealth
Building Generational Wealth
Combining trusts, real estate, dividend portfolios, and business structure to build wealth that lasts.