Realizing your dreams

Air date: Mar 01, 2023

Successful Financial Salesman Tom Black tells the story of the long journey he took to get to where he is today. His experience within the…

The value of life

February 1, 2023

When it comes to life insurance, many struggle to see what doesn’t exist in their current life. As financial professionals, you likely want to help…

LTC solutions

January 1, 2023

While we’ve talked about the importance of having a long-term care plan in the past, what is it that clients should be looking for? This…

Tax strategies for Roth conversions

December 1, 2022

With new tax laws and regulations being put in place on a seemingly everyday basis, it can be difficult for your clients to keep up…

Doing the most with your disability insurance

November 1, 2022

If you’re in the DI space, you know how easy it is for clients to become apathetic and take the “it can never happen to…

Why the wealthy buy life insurance

October 1, 2022

Many high net worth clients feel that they don’t need life insurance, and can simply rely on their wealth to stay financially afloat. This week,…

Financial tools for college planning

September 1, 2022

If you’ve got clients with kids about to go off to college this fall, you better share this month’s episode featuring Chair of the College…

Find your baseline

July 3, 2022

Tracking your expenses might be one of the most important tasks included in your budgeting routine. You might have clients that tend to struggle with…

DreamCatchers: Making dreams come true

July 1, 2022

You make such a big impact on your client’s lives, why not inspire them to pay it forward! This month’s show features Caitlin Crommett, the…

Navigating your journey with Social Security

June 27, 2022

Social Security is a delicate web that your clients probably need help navigating. Use this episode with Economics Professor and Author Laurence Kotlikoff to help…

Single living

June 20, 2022

Most people assume that buying a house is the same process for everyone, but depending on if they’re married, an unmarried couple, or single, their…

Beware of the fairytale retirement

June 13, 2022

Your clients may fall for the idea that retirement is a perfect fairytale, but you know all too well that without the proper planning in…