Future Focus: A Financial Strategies Podcast

Have questions about your 401(k)? This listener question episode explores some of the biggest financial questions people face when planning for retirement, from pre-tax and Roth contributions to vesting and catch-up contributions. Join Troy Branch, Jacob Messick and Keali Jo French as they answer common questions about contributing to both workplace retirement accounts and IRAs, what happens to your 401(k) when you change jobs and building greater flexibility into your long-term financial strat

Have questions about your 401(k)? This listener question episode explores some of the biggest financial questions people face when planning for retirement, from pre-tax and Roth contributions to vesting and catch-up contributions. Join Troy Branch, Jacob Messick and Keali Jo French as they answer common questions about contributing to both workplace retirement accounts and IRAs, what happens to your 401(k) when you change jobs and building greater flexibility into your long-term financial strat

In this Life Insurance Awareness Month episode of Future Focus: A Financial Strategies Podcast, Troy Branch, Jacob Messick and Keali Jo French explore how life insurance fits into different stages of life. From preserving future insurability early in your career to protecting a growing family, supporting business continuity, and addressing retirement and legacy goals, the team discusses the questions people should be asking as life evolves. Learn more about changing financial priorities and lif

Is life insurance through work enough? Learn how employer-provided life insurance works, where protection gaps may exist and when it's time to review your coverage. Learn more about employer-provided life insurance in our blog: https://www.ameritas.com/insights/is-employer-life-insurance-enough-what-you-should-know/ In this episode of Future Focus, Troy Branch, Keali Jo French and Jacob Messick discuss what employer-provided life insurance does well and how it may be a good starting point. The

The questions that helped build a business are not always the same questions that help preserve it. In part two of this episode, What Business Stage Are You In, we explore how established, maturity and transition stages bring new planning considerations. In these business stages, you may need to think about protecting value, creating liquidity, preparing for succession and life after ownership. Watch part one here: https://youtu.be/HYGxmh8LeVY?si=d9_A4SGqtq0uBw_p In this episode, we'll discuss

If your business changed tomorrow, would your current plan still hold up? This episode of Future Focus: A Financial Strategies Podcast explores why your business stage, particularly during the startup and growth phases, should shape the questions you ask, and how your answers to those same questions may change as your business grows. In part one of this two-part conversation, the Future Focus team focuses on the startup and growth stages of the business journey. They discuss founder dependence,