Is the plan enough?

Air date: Jul 01, 2024

The long-term care struggles in the US and how it’s affecting families Jim and Teepa’s personal family stories and what they went through What you…

Optimism bias and why you should avoid it

Air date: Jun 24, 2024

Avoiding “optimism bias”! How Max’s mom needed disability insurance at an early age How certain disability insurances may protect you, your family, and your employees

Addictions do not discriminate

June 17, 2024

How financial professionals may help with your addictions How an addiction can quickly ruin your financial plans What you can do to help yourself or…

Investing in our youth

June 10, 2024

Our guest’s view on one of our nation’s biggest issues What tools you can access to teach your children about finances How you may help…

Is the plan enough?

June 3, 2024

The long-term care struggles in the US and how it’s affecting families Jim and Teepa’s personal family stories and what they went through What you…

Insights from a frontier

June 1, 2024

How Mark Hanna created a program that helps businesses track and provide benefits for their workers The opportunities he saw and seized, and how you…

Instant money

May 27, 2024

What the secret was for Ericka and her husband to get out of $100,000 of debt How you can re-write your money story How to…

Insights from a frontier

May 20, 2024

How Mark Hanna created a program that helps businesses track and provide benefits for their workers The opportunities he saw and seized, and how you…

We the people

May 13, 2024

There’s only one financial item guaranteed in the US Constitution… what is it? What’s David Walker’s view on the biggest deficit in Washington? Where we…

Retiring to the beach

May 6, 2024

Reasons people retire to other countries and why you may want to, too Things to consider or try out before you make the move How…

What would happen to your business?

May 1, 2024

An insurance that may allow your business to continue even if you become disabled How to offer your employees job security How to help avoid…

Go phish

April 29, 2024

Everything is on the internet now days. Learn tips to help protect yourself The techniques scammers use and how to avoid them How to help…