by Katrina Robertson | Oct 9, 2026 | Estate Planning
You’re Dead, Now What? Summary This podcast on getting your affairs in order was produced with AI assistance. The content, discussion, and dialogue are based on a NIH article. Although the podcast features two voices discussing the topic, please note that the...
by Katrina Robertson | Sep 15, 2026 | Credit Scores
Credit Scores This podcast on credit scores was produced with AI assistance. The content, discussion, and dialogue are based on a Schwab article. Although the podcast features two voices discussing the topic, please note that the conversation is AI-generated and not...
by Katrina Robertson | Sep 1, 2026 | Estate Planning
This podcast on wills and trusts was produced with AI assistance. The content, discussion, and dialogue are based on an article at NCOA. Although the podcast features two voices discussing the topic, please note that the conversation is AI-generated and not conducted...
by Katrina Robertson | Aug 18, 2026 | 529 Plan, UTMA
This podcast on 529 and UTMAs was produced with the assistance of artificial intelligence. The content, discussion, and dialogue are based on an article at Farther. Although the podcast features two voices discussing the topic, please note that the conversation is...
by Katrina Robertson | Jul 27, 2026 | Trump Accounts
This podcast on Trump Accounts was produced with the assistance of artificial intelligence. The content, discussion, and dialogue are based on an article at ACTEC. Although the podcast features two voices discussing the topic, please note that the conversation is...
