You may find that your clients can be completely clueless to things like how high their credit card interest rate is or how much money…

Most people plan on their children taking care of them in their elderly years, but you know what negative implications that can have on the…

It’s written in the new tax code that taxes will rise in 2026. If your clients and prospects aren’t preparing now or don’t understand the…

As a financial professional, you understand the importance of staying informed and helping guide your clients towards financial confidence. This episode covers essential areas such…

Many of your clients are in a toxic money cycle and don’t even realize it, as our guest estimates over 75% of Americans are “winging…

Why is it important that your clients are safe on the internet? Because it could end up costing them! If they aren’t careful, they could…

It doesn’t matter who’s in office in Washington. The debt-to-GDP is rapidly growing, and there’s talks of the debt ceiling being raised. This may have…

Why is it important that your clients are safe on the internet? Because it could end up costing them! If they aren’t careful, they could…

In your line of work, you know how emotions can drive people to make decisions that may not be best for them. No matter how…

Many approach tax season with the mindset of, “Here’s my paperwork, let me know how much I’ll get back,” then wait until the next year…

Many people get too wrapped up in excitement and launch a business without having a proper plan, but if you don’t have a roadmap, things…

In this episode, former NBA Player Chris Gandy turned Financial Professional shares his insights on the importance of teamwork and building a cohesive team to…