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…

Instant money

July 3, 2023

Many of your clients are in a toxic money cycle and don’t even realize it, as our guest estimates over 75% of Americans are “winging…

Go phish

July 1, 2023

Why is it important that your clients are safe on the internet? Because it could end up costing them! If they aren’t careful, they could…

We the people

June 26, 2023

It doesn’t matter who’s in office in Washington. The debt-to-GDP is rapidly growing, and there’s talks of the debt ceiling being raised. This may have…

Go phish

June 19, 2023

Why is it important that your clients are safe on the internet? Because it could end up costing them! If they aren’t careful, they could…

Leave your emotions at the door

June 12, 2023

In your line of work, you know how emotions can drive people to make decisions that may not be best for them. No matter how…

How tax planning may help you build wealth

June 5, 2023

Many approach tax season with the mindset of, “Here’s my paperwork, let me know how much I’ll get back,” then wait until the next year…

Must do practices before starting a business

June 1, 2023

Many people get too wrapped up in excitement and launch a business without having a proper plan, but if you don’t have a roadmap, things…

From NBA to Finance

May 29, 2023

In this episode, former NBA Player Chris Gandy turned Financial Professional shares his insights on the importance of teamwork and building a cohesive team to…

Could you afford to lose your income?

May 22, 2023

People don’t think twice about homeowners’ insurance, yet the odds of your house burning down are close to 1 in 12,000. So why do people…