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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…
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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…
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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…
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Live a richer life
October 7, 2019It’s hard to get couples to open up about money, but if they aren’t 100% transparent with you their finances may suffer. Use this episode…
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Don’t dodge the bullet
October 1, 2019Do your clients avoid the family meeting or discussing contingency plans because they just don’t want to think about it? Share this episode so your…