Investing in our youth
July 31, 2023You may find that your clients can be completely clueless to things like how high their credit card interest rate is or how much money…
Age in place
July 24, 2023Most people plan on their children taking care of them in their elderly years, but you know what negative implications that can have on the…
32 trillion in debt
July 17, 2023It’s written in the new tax code that taxes will rise in 2026. If your clients and prospects aren’t preparing now or don’t understand the…
Is the cost of college still worth going?
July 10, 2023As a financial professional, you understand the importance of staying informed and helping guide your clients towards financial confidence. This episode covers essential areas such…
Instant money
July 3, 2023Many of your clients are in a toxic money cycle and don’t even realize it, as our guest estimates over 75% of Americans are “winging…
Go phish
July 1, 2023Why is it important that your clients are safe on the internet? Because it could end up costing them! If they aren’t careful, they could…
We the people
June 26, 2023It doesn’t matter who’s in office in Washington. The debt-to-GDP is rapidly growing, and there’s talks of the debt ceiling being raised. This may have…
Go phish
June 19, 2023Why is it important that your clients are safe on the internet? Because it could end up costing them! If they aren’t careful, they could…
Leave your emotions at the door
June 12, 2023In your line of work, you know how emotions can drive people to make decisions that may not be best for them. No matter how…
How tax planning may help you build wealth
June 5, 2023Many approach tax season with the mindset of, “Here’s my paperwork, let me know how much I’ll get back,” then wait until the next year…
Must do practices before starting a business
June 1, 2023Many people get too wrapped up in excitement and launch a business without having a proper plan, but if you don’t have a roadmap, things…
From NBA to Finance
May 29, 2023In this episode, former NBA Player Chris Gandy turned Financial Professional shares his insights on the importance of teamwork and building a cohesive team to…