Financial Mistake That Can Cost Families Millions

DALLAS, TX — October 19, 2026 — Ronnie Spellman sits down with Ken Himmler, founder and CEO of OneWealth Map, to discuss financial planning, business structure, Roth conversions, trusts, insurance, reverse mortgages, and how AI is transforming wealth management. Ken shares how early hardship and family wealth loss shaped his mission to integrate CPA, legal, insurance, and investment advisory under one roof.

This conversation explores why private equity firms value operational systems and redundancies over individual client books, why market cycles repeatedly punish overconfidence, and how Ken built the Rothanator and custom AI tools to streamline complex tax modeling. For entrepreneurs and retirees alike, Ken unpacks practical strategies for estate planning, asset protection, and making sustainable long-term financial decisions.