Top two threats to retirees

April 8, 2019

As 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…

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April 1, 2019

It’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, 2019

Americans 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, 2019

The 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, 2019

Celebrities 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, 2019

Creating 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, 2019

So 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, 2019

This 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…

Top reasons to get life insurance

February 4, 2019

When shopping for a new gadget, you turn to the consumers for reviews. Newsflash – your clients are probably the same way! On this week’s…

How to enhance the value of your business pt. 3

January 28, 2019

Did you know that for 64% of business owners, the company is the primary source of income to support them? Whether it’s in two years…

How to enhance the value of your business part 2

January 21, 2019

We’re in our 3 part series with Scott Bushkie to talk about enhancing the value of your business. Now, he’s back for part two to…