Maneuvering Medicare
November 22, 2021Navigating 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…
Is a Roth Conversion right for you?
November 15, 2021Tax rates are still low and likely on the rise, which is why if it’s in your clients best interest to do a Roth conversion,…
A lesson in leadership
November 1, 2021As we emerge from the Covid-19 pandemic, you may find yourself struggling to reengage in your client relationships that were lost over those months spent…
What in the world
October 25, 2021Clients getting sick of talking about covid? Most people are, but paying attention to the economic trends will be important to those with investments. We…
The transition into retirement
October 18, 2021When it comes to retirement, each of your clients will have different needs and unique situations that you as a financial professional will need to…
The art of communication
October 11, 2021No 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…
A lesson in leadership
October 4, 2021As we emerge from the Covid-19 pandemic, you may find yourself struggling to reengage in your client relationships that were lost over those months spent…
Think before you click
October 1, 2021If we’ve learned anything from the Covid-19 pandemic, it’s that most of our everyday activities can be done online! Unfortunately, this surge in internet usage…
Forget me not: financial edition
September 27, 2021Most adults see a cognitive decline with age, but no matter large or small, this can have serious consequences to their ability to handle their…
Think before you click
September 20, 2021If we’ve learned anything from the Covid-19 pandemic, it’s that most of our everyday activities can be done online! Unfortunately, this surge in internet usage…
What will you leave behind?
September 13, 2021Many of your clients probably want to leave their house, cars, money, and other big-ticket assets to their children after they pass, yet many are…
Navigating your journey with Social Security
September 6, 2021Social Security is a delicate web that your clients probably need help navigating. Use this episode with Economics Professor and Author Laurence Kotlikoff to help…