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Find your baseline
January 17, 2022Tracking your expenses might be one of the most important tasks included in your budgeting routine. You might have clients that tend to struggle with…
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A cashless world
January 3, 2022Have you noticed that over the years, as technology increases, the amount of spending per consumer has also increased? It’s getting easier and easier to…
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Battle of the sexes: financial equality
January 1, 2022Typically, your male clients are more eager to speak out and join the financial conversation than your female clients. Show them you care about their…
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A digital world
December 20, 2021It’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!…
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Attitude of gratitude
December 13, 2021As a financial advisor, your main goal is to help people manage their finances, but why not help improve their overall outlook on life along…
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The longest vacation of your life
December 6, 2021Are your clients having a hard time fine-tuning their retirement goals? Eszylfie Taylor is on to help define the right words to explain retirement-saving concepts…
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The high price of money shame
December 1, 2021Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…
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Where is your money going?
November 29, 2021As a financial professional you’ve probably had the discussion with your clients about saving, spending, and financial planning. This episode features Author and Financial Professional…
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Maneuvering Medicare
November 22, 2021Navigating your way through Medicare plans can be a nightmare if you don’t know the ins and outs. This week, Elder Benefit Specialist Laura Schimberg…