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Commingling Business and Personal Accounts
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, we examine one of the most common but dangero
November 20, 2025
Putting all the Money in Business
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad address a common but serious fina
November 13, 2025
Estate Planning Basics: What You Need to Protect Your Family
Preparing for the future is one of the most meaningful ways to care for your loved ones. Estate planning allows you to decide how your assets will be
November 10, 2025
Not Implementing Things to Retain Top Talent
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad explore a costly but often overlo
November 06, 2025
Failure to Max Out Retirement
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad highlight a common but costly ove
October 30, 2025
Entity Selection Mistakes & Their Risks in Asset Protection
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad examine one of the most consequen
October 23, 2025
Top Financial Planning Moves to Make Before Year-End
As the year draws to a close, many individuals and families reflect on their financial progress and prepare for what’s ahead. The final months of th
October 20, 2025
Tax Planning Mistakes Business Owners Must Avoid to Remain IRS Compliant
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad take a deep dive into the tax pla
October 16, 2025
Investment Strategies for Building Long-Term Wealth
Building lasting financial security requires more than short-term gains or impulsive decisions. It demands patience, discipline, and a clear understan
October 10, 2025
Buy Sell Agreement Funded or Not Funded
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad tackle a critical question many b
October 09, 2025