On a personal note, my daughter got engaged this month! Additionally, my dad visited from India, and we had the wonderful opportunity to record a podcast interview together. Thank you for being a part of our journey and celebrating these moments with us.

Warm regards,

In this special episode, I sit down with my 88-year-old father, who flew from India for my daughter's engagement. My podcast usually focuses on self-employed professionals and business owners but today’s podcast takes a personal turn .



Father’s Day month, We dive into values I got from my father, his background, spiritual insights, and the secrets behind his enduring energy and positivity. As a dedicated mathematician who walks almost 5 miles daily and continues to teach, he shares his wisdom on staying motivated and the meaning of retirement for him.

In this episode, we delve into the intricacies of corporate-owned life insurance. Explore how proposed changes to capital gains inclusion rules impact these policies, the reasons incorporated business owners need life insurance within their corporations, and the nuances of transferring policies between corporations and shareholders. Additionally, we discuss the benefits and strategic considerations of maintaining corporate-owned life insurance and the concept of life insurance shares.

June was filled with conferences and a lot of family time. Here's a glimpse of my month!