When you meet with your clients, do you always have both spouses in the room, or do they sometimes settle for one? Author and Financial…

So many people share the “it’s not going to happen to me” mentality or assume that Medicare will cover their long-term care needs, but even…

There are two major risks people face when retirement planning, and that is longevity risk and the tax rate risk, and with tax rates set…

The National College Savings Foundation recently conducted a study that showed how Covid has changed the way people view, plan, and prepare for college. Vivian…

What to do as family members age is one of the most difficult questions your clients are faced with, and sometimes a hearing a personal…

For someone not in the financial industry, putting money aside for a retirement that’s so far away can be hard to justify and easy to…

It’s likely that a few of your clients have gotten laid off or have been financially hurt by Covid. This episode, Retirement Specialist Denise Appleby…

When you’re a financial professional, you only deal with one aspect of your client’s life… their money, but if their mental and physical health aren’t…

As a financial professional, you probably get frustrated when your clients take the advice of unlicensed TV gurus over your own. These gurus, while sometimes…

As a financial professional, you know that “life happens” even when people think they’re invincible. This powerful episode features author insurance professional Jane Blaufus, who…

David Cooks lost his ability to walk when he was only 15 years old. He believes that “we all need help and we all need…

Most people think that life insurance is for use in the event of a tragedy, but this episode with 23-year old Entrepreneur and Author, Caleb…