Planning your retirement

Air date: Mar 11, 2024

A story of what happened to a client when retirement funds ran out The impacts of inflation on retirement approaches What tips you can take…

No winners in litigation

March 1, 2024

What’s happening with the Department of Labor and overtime rules? New legislation may increase the number of people who qualify for overtime Important laws to…

Grant a wish for those in hospice

February 1, 2024

A foundation similar to Make-A-Wish, but for hospice patients A way you may offer peace and comfort to those in their final days A way…

Retiring your way

January 22, 2024

What unique paths to retirement exist Trends in retirement and the workplace post-pandemic How the changing retirement landscape affects women in particular

The pyramid of risk

January 15, 2024

What the pyramid of risk is How key things like risk, volatility, and inflation can impact your investments The importance of having a plan and…

Financial strategizing for a divorce

December 1, 2023

Divorce and finances – What to do and what not to do What things you should be doing right away when filing for a divorce…

The long-term care maze and how to find the right care for you

November 1, 2023

Learn about the different types of long-term care available, including home-based care, community-based care, and facility-based care Get insights from specialists and real-life experiences on…

Covering your assets

October 16, 2023

An easy to remember method on how to deal with property risk Learn about an umbrella that provides coverage even when it isn’t raining Stories…

What is living death insurance?

October 1, 2023

Might you have a false sense of security? What the “living death” insurance is and if it’s important Steps that can help you avoid putting…

Optimism bias and why you should avoid it

September 1, 2023

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

Is the cost of college still worth going?

August 1, 2023

As a financial professional, you understand the importance of staying informed and helping guide your clients towards financial confidence. This episode covers essential areas such…

32 trillion in debt

July 17, 2023

It’s written in the new tax code that taxes will rise in 2026. If your clients and prospects aren’t preparing now or don’t understand the…