Create your future
April 1, 2023Dr. Bob Pokorski is a Physician who sees first-hand people who suffer from illnesses like Alzheimer’s Disease, cancer, strokes, or Parkinson’s and don’t have a…
Realizing your dreams
March 1, 2023Successful 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 monthly
February 1, 2023When 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, 2023While 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, 2022With 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, 2022If 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, 2022Many 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, 2022If 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, 2022Tracking 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, 2022You 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, 2022Social 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 -2
June 20, 2022Most 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…