Don’t let your business die
January 20, 2020Your clients thinking their business is invincible can be dangerous, especially if their retirement funds are riding on it. This episode with Lewis Schiff, Author…
Young money
January 13, 2020Yes, you advise adults. No, they’re not the only ones that need help managing their money. Tune in as “The Eagle Mom,” Sunny Istar Lee,…
Beef up your benefits
January 6, 2020Social Security comes up time and time again, but are you aware of the new changes? Are you asking your clients the right questions? Retirement…
How to help yourself: 17 mistakes consumers make
December 30, 2019Even though your clients may be meeting with you regularly they still may be making mistakes, such as not being honest with themselves and you…
Money method
December 23, 2019Most people have spare money after paying their bills and buying their groceries but don’t know where that extra cash flow should go. Should they…
Celebrities need help too
December 16, 2019Celebrities hold a huge influence over the way we think. For some reason, we disregard opinions of professionals but will obsess over a celeb regardless…
Special planning for special needs
December 9, 2019It never even crosses many parents’ minds that raising a child with special needs may inquire a lot of extra costs. Financial Planner Stephanie Thompson…
Tax talk
December 2, 2019It’s nearing the end of the fiscal year, are you ready to take on tax season? Sandy Botkin, tax attorney and CPA, joins the show…
The intersection of health and wealth
November 25, 2019Our bodies are living longer but our brains can’t keep up, causing the average cost of long-term care costs to go up. This episode will…
The flaw in elder law
November 18, 2019Many clients fail to adequately prepare for their long-term care needs because many of their advisors and lawyers don’t fully understand the issues with long…
The REIT way
November 11, 2019Many people tend to avoid the Real Estate market because of the 08/09 crash, but a lot has changed since then and they may be…
6 reasons businesses fail to successfully sell
November 4, 2019Business owners stink at planning for retirement! They invest everything into their business and then count on the sale of their business to fund their…