The New Generation of Entrepreneurs

May 27, 2019

This episode features Michael Hostad from The Commons, an educational program that takes college students and teaches them life skills and allows them to network…

A survivor’s story

May 20, 2019

Do you sell products or do you sell what they do as a part of the bigger picture? Financial Professional Tiana Ronstadt shares her personal…

Because I said I would

May 6, 2019

Alex walked away from the security of a well-paying corporate job to pursue his passion by starting Because I Said I Would, a nonprofit organization…

Surviving cancer – physically and financially

April 22, 2019

Do you tire of your clients saying “That will never happen to me” when you are discussing Disability Insurance? May is Disability Insurance Awareness Month,…

I got hit by a bus and survived: Annalee’s story

April 15, 2019

Do all your clients and prospects still think that they are invincible? Long Term Care Specialist Annalee Kruger shares her story of how getting hit…

When Tragedy Strikes

April 8, 2019

Many people see life insurance as benefiting off of a death, which is why many choose not to have it. What they don’t realize however,…

Password protected: access denied

April 1, 2019

It’s likely that a lot of your clients do their banking and other important tasks online, and those people won’t want to miss this episode!…

Taboo talk: women, money, and power

March 25, 2019

“Money silence” is the discomfort many of us feel towards discussing finances with others, but ignoring the talk altogether has serious consequences for couples and…

Will your money run out?

March 18, 2019

Americans love watching professional sports, but what most people don’t know is how quickly athletes spend their fortunes when they retire from the game! Financial…

3 steps you can take to help the Federal deficit

March 11, 2019

The rising national debt will likely force taxes to go up in the future, so this episode with former Comptroller of the Currency David Walker…

Teamwork makes the dream work

March 4, 2019

Celebrities hold a huge influence over the way we think. For some reason, we disregard opinions of professionals but will obsess over a celeb regardless…

Who will take care of Mom?

February 18, 2019

So many people end up draining their financial and emotional resources taking care of an aging parent – don’t let your clients be one of…