Are health and wealth related?
February 1, 2021Lack of sleep is related to a lot of chronic health issues, so the more sleep they get, presumably the healthier they’ll be, and we…
Let’s talk 2021
January 25, 2021From a global pandemic to an intense presidential election, many people are wary of what to expect in 2021. We met with David Kelly, the…
Are health and wealth related?
January 18, 2021Lack of sleep is related to a lot of chronic health issues, so the more sleep they get, presumably the healthier they’ll be, and we…
Behind the scenes of your financial care
January 11, 2021You know what a Broker Dealer is, but your clients don’t understand how everything works behind the scenes. Use this episode with Broker Dealer President…
Pint sized miracles: the NICU journey
January 4, 2021Given that you’re a Financial Professional, your clients expect that you’ll be there for their life insurance, health care, and long-term care needs, but this…
The power to choose
January 1, 2021If someone’s well-being is compromising their energy and motivation are elsewhere, their financial affairs may suffer as a result. This episode with Coach and Mentor…
From money monster to money master
December 28, 2020If you show your clients’ kids that you care about their wealth now, you’ll become an instant referral source by their families. This week’s show…
The power to choose
December 21, 2020If someone’s well-being is compromising their energy and motivation are elsewhere, their financial affairs may suffer as a result. This episode with Coach and Mentor…
Philanthropic pursuits
December 14, 2020The parents transfer the wealth to their children, the children don’t know how to appropriately handle the wealth, the children spend all the money and…
Will social security be there for me?
December 7, 2020Are you ever frustrated that your clients don’t adequately plan for their social security needs because they’re so scared of it running out that they…
Even Superman isn’t invincible
December 1, 2020So many people share the “it’s not going to happen to me” mentality or assume that Medicare will cover their long-term care needs, but even…
Education makes the world go round
November 30, 2020A financial, educational course called PEM Life is sweeping the nation. It teaches basic financial fundamental principles and helps teach people how to create a…