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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…
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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…
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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…
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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…
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Beware of the fairytale retirement
June 13, 2022Your clients may fall for the idea that retirement is a perfect fairytale, but you know all too well that without the proper planning in…
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Maneuvering Medicare
June 6, 2022Navigating 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…
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First paycheck planning
June 1, 2022Sometimes it can be difficult for your clients to overcome their urge to spend, especially after they receive their first paycheck. This episode with Financial…
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The art of communication
May 30, 2022No 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…
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Bounce back
May 23, 2022As 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,…
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Special planning for special needs
May 9, 2022It never even crosses many parents’ minds that raising a child with special needs may inquire a lot of extra costs. Financial Planner Stephanie Thompson…
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The high price of money shame
May 2, 2022Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…
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The do’s and don’ts of long-term care
May 1, 2022With so many do’s and don’ts when it comes to long-term care, it can be difficult for your clients to navigate what steps they need…