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…

Maneuvering Medicare

June 6, 2022

Navigating your way through Medicare plans can be a nightmare if you don’t know the ins and outs. This week, Elder Benefit Specialist Laura Schimberg…

First paycheck planning

June 1, 2022

Sometimes it can be difficult for your clients to overcome their urge to spend, especially after they receive their first paycheck. This episode with Financial…

The art of communication

May 30, 2022

No matter how long you’ve been in business or how many clients you work with, there are a couple tried and true methods that help…

Bounce back

May 23, 2022

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

Special planning for special needs

May 9, 2022

It never even crosses many parents’ minds that raising a child with special needs may inquire a lot of extra costs. Financial Planner Stephanie Thompson…