Power of perception

May 18, 2020

Financial well-being is important, but so is mental well-being. Being cooped up in isolation can have many people at their wit’s end, and this episode…

The other f-word

May 11, 2020

Whether your clients are looking to take advantage and buy or sell a home, or they are looking to trim down the monthly expenses during…

QuaranKeeping busy

May 4, 2020

Are your clients overly-panicking about their financial situations? Maybe they need some fun quarantine ideas to keep busy during this stressful time and take their…

Personal Protection

May 1, 2020

Many people are moving toward working from home with the “Safer at Home” movement, but how safe is it? Keeping passwords for work and financial…

Personal Protection

April 27, 2020

Many people are moving toward working from home with the “Safer at Home” movement, but how safe is it? Keeping passwords for work and financial…

It pays to plan

April 20, 2020

Money is vital to everyday life but not everyone knows how to handle it – especially the children set to inherit it! Attorney Al Spiegel…

Not bad news, just news

April 13, 2020

Are your clients panicking over what the market is going to do to their assets and retirement funds? 30x MDRT Top of the Table Advisor…

Here for the benefits

April 6, 2020

Social Security benefits change depending on your age, marital status, and many other factors, and it’s unlikely your clients are fully maximizing their benefits. This…

Beware uncle SCAM

April 1, 2020

The elderly generation often isn’t as “tech savvy” as the younger generation, which unfortunately makes them a perfect target for social security scammers. Dr. Marti…

Be the change

March 30, 2020

If someone’s well-being is compromised their energy and motivation are elsewhere, and their financial affairs may suffer as a result. This episode with Coach and…

Women are worthy

March 23, 2020

Chances are, you meet with couples every day, but are you really making everyone feel included? Barbara Provost, Founder of Purse Strings, joins us to…

2 Certainties

March 16, 2020

Are you ever frustrated with how many of your clients entrust their taxes to an unlicensed professional? Use this episode with Dave Alison to open…