Yes, 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,…

Social Security comes up time and time again, but are you aware of the new changes? Are you asking your clients the right questions? Retirement…

Even though your clients may be meeting with you regularly they still may be making mistakes, such as not being honest with themselves and you…

Most 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 hold a huge influence over the way we think. For some reason, we disregard opinions of professionals but will obsess over a celeb regardless…

It never even crosses many parents’ minds that raising a child with special needs may inquire a lot of extra costs. Financial Planner Stephanie Thompson…

It’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…

Our 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…

Many 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…

Many 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…

Business owners stink at planning for retirement! They invest everything into their business and then count on the sale of their business to fund their…

Many people don’t prepare financially for Alzheimer’s Disease, but you know how costly the facilities and personal care costs can get. Kristin Alfheim, a Board…