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!…

Taboo talk: women, money, and power

March 25, 2019

“Money silence” is the discomfort many of us feel towards discussing finances with others, but ignoring the talk altogether has serious consequences for couples and…

Will your money run out?

March 18, 2019

Americans love watching professional sports, but what most people don’t know is how quickly athletes spend their fortunes when they retire from the game! Financial…

3 steps you can take to help the Federal deficit

March 11, 2019

The rising national debt will likely force taxes to go up in the future, so this episode with former Comptroller of the Currency David Walker…

Teamwork makes the dream work

March 4, 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…

What’s your legacy?

February 25, 2019

Creating a holistic financial plan is important, but if you can’t convey why it’s important, your clients won’t take any action. Use this episode with…

Who will take care of Mom?

February 18, 2019

So many people end up draining their financial and emotional resources taking care of an aging parent – don’t let your clients be one of…

7 Crucial things to do before having a baby

February 11, 2019

This week’s episode is a great way to show your clients and prospects how much you care about them, as Financial Professional Dave Alison talks…