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…

Must do practices before starting a business

May 15, 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…

Intentionally financing your life

May 8, 2023

You’re going to want your clients to tune into this episode because there’s a huge opportunity for you in it. This episode steers clients to…

Key steps to protecting your business

May 1, 2023

Why is sharing an episode on intellectual property important for you, a Financial Professional, to do? If something happens with your clients’ IP, it can…

Aspire to inspire

Becoming a successful entrepreneur isn’t easy, which is why we have Bob Luddy here to discuss the steps he feels has made him the most…

A guide to employer benefits

April 24, 2023

Jayne Fitzgerald is back again after last week’s episode on savings related to your daily life to talk about changes that affect business owners and…

Saving with low income

April 17, 2023

If you have a low income, it’s harder to prioritize or even have the ability to put money aside for things like retirement, emergencies, DI,…

Planning your retirement

April 10, 2023

Do you want Van Mueller to tell your clients how important it is to meet with YOU for their financial changes? Then you better open…

Aspire to inspire

April 3, 2023

Becoming a successful entrepreneur isn’t easy, which is why we have Bob Luddy here to discuss the steps he feels has made him the most…

Create your future

April 1, 2023

Dr. Bob Pokorski is a Physician who sees first-hand people who suffer from illnesses like Alzheimer’s Disease, cancer, strokes, or Parkinson’s and don’t have a…

Purpose of planning finances

March 27, 2023

Do you have prospects that skirt around strategizing their finances with you because they have yet to see your value in helping guide them? Jim…