Ep 481. A Roth IRA on Steroids?
Update: 2026-09-19
Description
Today David explores FNBO’s continued expansion through a major Colorado bank acquisition and explains why scale matters in an increasingly competitive banking industry. The conversation then dives into sophisticated wealth-building strategies like private placement life insurance before tackling Social Security’s long-term funding challenges and potential solutions, including changes to taxes, eligibility ages, and retirement income planning.
Comments



