Jared welcomes Katie Braun to the Ascent team. Katie will work as Myron Erstad's administrative assistant. Learn more about Kate in today's podcast. Welcome to Ascent!

Jared and Myron talk about ways they can genuinely help people prepare for retirement. People look at climbing a mountain as a big challenge, but rocker climbers will tell you the path down is often more treacherous. When people enter retirement, having a strategy will allow their funds to sustain them through the years ahead.

Join Jared and Myron, discussing tax strategy post-2020 election. How can you be more tax advantageous? Taxes are probably one of the most significant impacts on retirement planning. Ascent's ultimate goal is to make sure that a person with limited resources, receives the best value.  Myron brings the "Power of Zero" book to the discussion. A book that provides its readers with a road map of how to get to the zero percent tax bracket., virtually eliminating the tax risk.  How does COVID-19 impact out future taxes? Take a listen. 

When designing a transition plan for your business, there are a lot of components to keep in mind. One of them is making sure that the plan is tax efficient. Today, Ascent shares four tax planning mistakes to avoid when creating your transition plan. 

Tax planning after the election may seem daunting, but Ascent is here to help.

In this episode, Ascent Financial takes a look at living benefits and how they can be a great asset for many families.

Every person has a behavioral style. Understanding our behavioral style, and the styles of those on within our organization or family, can drastically improve communication and relationships. In this episode, we focus on a specific assessment called the DiSC. Learn how the different behavioral styles within each of us can be used to build powerful teams. 

Life insurance planning is different for business owners. In this episode, Ben Bernard, the Managing Insurance Director at Ascent, talks about some of the myths surrounding life insurance planning for business owners, and the best practices to consider. 

It is almost inevitable that given enough time, there will be conflict in a business or in a family. Al Bennett, a Business Planning Consultant at Ascent, talks about how to professionally address conflict, and get the team back on the track to success. 

In this episode, Al Bennett explains how an organization can establish ground rules for successors to enter a family business. Developing these rules provides guidance to the successors, while preparing them to one day lead the company.