Invest how you shop
June 1, 2020Your clients have one job – to listen to your advice. That can be hard for them because their emotions are tied into it and…
Power of perception
Financial well-being is important, but so is mental well-being. Being cooped up in isolation can have many people at their wit’s end, and this episode…
Stimulus stress
May 25, 2020Taxes affect everything, and chances are, your clients know that. But with COVID-19, do they know what to expect going forward? Join David McKnight as…
Power of perception
May 18, 2020Financial well-being is important, but so is mental well-being. Being cooped up in isolation can have many people at their wit’s end, and this episode…
The other f-word
May 11, 2020Whether your clients are looking to take advantage and buy or sell a home, or they are looking to trim down the monthly expenses during…
QuaranKeeping busy
May 4, 2020Are your clients overly-panicking about their financial situations? Maybe they need some fun quarantine ideas to keep busy during this stressful time and take their…
Personal Protection
May 1, 2020Many people are moving toward working from home with the “Safer at Home” movement, but how safe is it? Keeping passwords for work and financial…
Personal Protection
April 27, 2020Many people are moving toward working from home with the “Safer at Home” movement, but how safe is it? Keeping passwords for work and financial…
It pays to plan
April 20, 2020Money is vital to everyday life but not everyone knows how to handle it – especially the children set to inherit it! Attorney Al Spiegel…
Not bad news, just news
April 13, 2020Are your clients panicking over what the market is going to do to their assets and retirement funds? 30x MDRT Top of the Table Advisor…
Here for the benefits
April 6, 2020Social Security benefits change depending on your age, marital status, and many other factors, and it’s unlikely your clients are fully maximizing their benefits. This…
Beware uncle SCAM
April 1, 2020The elderly generation often isn’t as “tech savvy” as the younger generation, which unfortunately makes them a perfect target for social security scammers. Dr. Marti…