The Ultimate Gift

June 17, 2019

So many people get swept up in acquiring money that they forget the real reason behind the products and services you provide. Let this episode…

5 years later – where are we now?

June 10, 2019

One of the largest demographics, the Baby Boomers, are outliving their life expectancy, and many of them are not adequately prepared financially for it. Popular…

Drafting your business blueprint

June 3, 2019

A large portion of a business owners’ net worth is tied up in their business, and if they don’t have a proper succession plan in…

The New Generation of Entrepreneurs

May 27, 2019

This episode features Michael Hostad from The Commons, an educational program that takes college students and teaches them life skills and allows them to network…

A survivor’s story

May 20, 2019

Do you sell products or do you sell what they do as a part of the bigger picture? Financial Professional Tiana Ronstadt shares her personal…

Mythbusters: Disability Insurance edition

May 13, 2019

Do you find that when you ask your clients if they have disability insurance, they scratch their head and mumble something about a work policy?…

Because I said I would

May 6, 2019

Alex walked away from the security of a well-paying corporate job to pursue his passion by starting Because I Said I Would, a nonprofit organization…

Are your kids overspending?

April 28, 2019

Your community of clients and prospects will love this episode! Author and Physician Dr. John Whitcomb offers valuable advice on how parents can teach their…

52 reasons you have less money than you could

April 22, 2019

Wouldn’t it be amazing if Rao Garuda – who prospects with billionaires – was right next to you as you try to explain tax effects…

I got hit by a bus and survived: Annalee’s story

April 15, 2019

Do all your clients and prospects still think that they are invincible? Long Term Care Specialist Annalee Kruger shares her story of how getting hit…

Top two threats to retirees

April 8, 2019

As the Baby Boomers head into retirement, our country’s IOUs keep piling up and piling up. Share this episode featuring Tax Attorney Rebecca Walser to…

Password protected: access denied

April 1, 2019

It’s likely that a lot of your clients do their banking and other important tasks online, and those people won’t want to miss this episode!…