Tax free income for life
November 9, 2020There are two major risks people face when retirement planning, and that is longevity risk and the tax rate risk, and with tax rates set…
College planning during a pandemic – what’s different
November 2, 2020The National College Savings Foundation recently conducted a study that showed how Covid has changed the way people view, plan, and prepare for college. Vivian…
Jeff’s story – the caregiver chronicles
November 1, 2020What to do as family members age is one of the most difficult questions your clients are faced with, and sometimes a hearing a personal…
The truth about saving for retirement
October 26, 2020For 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…
RMD’s and me
October 19, 2020It’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…
Mind, body, money
October 12, 2020When 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…
Debunked
October 5, 2020As a financial professional, you probably get frustrated when your clients take the advice of unlicensed TV gurus over your own. These gurus, while sometimes…
Bounce back
October 1, 2020As 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…
Ready, set, rebound
September 28, 2020David Cooks lost his ability to walk when he was only 15 years old. He believes that “we all need help and we all need…
Life insurance is for the living
September 21, 2020Most 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…
Bounce back
September 14, 2020As 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…
Coronadvantages
September 7, 2020Your clients have most likely expressed to you their fears and concerns regarding the state of the economy due to Covid-19. Are you up to…