Mythbusters: Disability Insurance edition
May 13, 2019Do you find that when you ask your clients if they have disability insurance, they scratch their head and mumble something about a work policy?…
Because I said I would
May 6, 2019Alex walked away from the security of a well-paying corporate job to pursue his passion by starting Because I Said I Would, a nonprofit organization…
Are your kids overspending?
April 28, 2019Your community of clients and prospects will love this episode! Author and Physician Dr. John Whitcomb offers valuable advice on how parents can teach their…
Top two threats to retirees
April 8, 2019As the Baby Boomers head into retirement, our country’s IOUs keep piling up and piling up. Share this episode featuring Tax Attorney Rebecca Walser to…
Password protected: access denied
April 1, 2019It’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!…
Taboo talk: women, money, and power
March 25, 2019“Money silence” is the discomfort many of us feel towards discussing finances with others, but ignoring the talk altogether has serious consequences for couples and…
Will your money run out?
March 18, 2019Americans love watching professional sports, but what most people don’t know is how quickly athletes spend their fortunes when they retire from the game! Financial…
3 steps you can take to help the Federal deficit
March 11, 2019The rising national debt will likely force taxes to go up in the future, so this episode with former Comptroller of the Currency David Walker…
Teamwork makes the dream work
March 4, 2019Celebrities hold a huge influence over the way we think. For some reason, we disregard opinions of professionals but will obsess over a celeb regardless…
What’s your legacy?
February 25, 2019Creating a holistic financial plan is important, but if you can’t convey why it’s important, your clients won’t take any action. Use this episode with…
Who will take care of Mom?
February 18, 2019So many people end up draining their financial and emotional resources taking care of an aging parent – don’t let your clients be one of…
7 Crucial things to do before having a baby
February 11, 2019This week’s episode is a great way to show your clients and prospects how much you care about them, as Financial Professional Dave Alison talks…