TriStar Strategic Group, LLC

In this episode, Jim shares his harrowing story about how his son having his healthcare power of attorney set up changed the entire narrative of his ICU journey.

No one knows what life has in store for them, but if death occurs at the “wrong time,” aka when you aren't prepared, it may force a lifestyle change on the family that they aren't prepared for. What are things you may do to help alleviate future stressors on the family? Listen to this episode to hear more:

When it comes to potential new tax laws, what should people be preparing for and what's the biggest change scheduled to occur? Changes may be coming in the financial world – don't miss out on this information!

Regardless of your wealth or life situations, there are key documents every adult should have. What are they, what should be in them, and what purpose do they serve? Use this link to listen now:

Big tax law changes are scheduled to come in 2026, and it may have a significant impact on you. How? The laws may affect income taxes, state taxes, and estate planning. This episode breaks it all down for you – listen now!

If you want to age at home, there's still plenty of reasons to get long-term care! Why? Did you know that long-term care may also cover things like at home caregivers, transportation costs, meals, adult daycare, and more. Failing to strategize may leave you, your spouse, or your children on the hook for care if you need it. Let's get prepared together! Tune in now.

Your health can flip on a dime, and it may feel like a disaster when someone suddenly needs care, with no money or strategy in place to pay for it. Dementia, chronic illness, death of a spouse, old age, or other various unpredictable reasons may leave you needing long-term care, and if you're not prepared, it may cause issues for not only you but your spouse and children, too. Don't leave the future unknown – start your strategy now! Tune into this episode and share with a family member:

Women often don't feel as equally included in the finances as their husbands do, and statistically, women outlive men. With the swell of baby boomers on the rise, what problems could also arise? Let's not leave women behind. This episode shows how members in the industry are bringing forth change!

When you picture “long-term care,” do you think of a dirty hospital or a neglected care facility? Well, long-term care can mean... whatever you want it to mean! If you want to age in your home, long-term care funds can go towards that. If you want a nice, assisted living facility, you can do that too. What's the secret? Find out in this episode featuring Barb Provost and Maggie Nielsen from Purse Strings,

Women often don't feel like they are equally included in the financial discussions or decisions. Ladies, if you can relate, this episode is for you. Let's change the narrative together! Stop and listen to this episode now, then share with the women in your life.