Money method

December 23, 2019

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 need help too

December 16, 2019

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…

Special planning for special needs

December 9, 2019

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…

Tax talk

December 2, 2019

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…

The intersection of health and wealth

November 25, 2019

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…

The flaw in elder law

November 18, 2019

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…

The REIT way

November 11, 2019

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…

6 reasons businesses fail to successfully sell

November 4, 2019

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…

What they dont tell you about Alzheimers Disease

October 28, 2019

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…

Protect your most important asset

October 21, 2019

Many people assume their Disability Insurance policy covers more than it does, and if they become disabled without an income it will affect the rest…

Life changing diagnosis

October 14, 2019

A bad medical diagnosis is difficult enough to process without the skyrocketing medical bills. Estate Planning Attorney Martin Shenkman is here to show your clients…

Live a richer life

October 7, 2019

It’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…