The intersection of health and wealth
November 25, 2019Our bodies are living longer but our brains can’t keep up, causing the average cost of long-term care costs to go up. This episode will…
The flaw in elder law
November 18, 2019Many clients fail to adequately prepare for their long-term care needs because many of their advisors and lawyers don’t fully understand the issues with long…
The REIT way
November 11, 2019Many people tend to avoid the Real Estate market because of the 08/09 crash, but a lot has changed since then and they may be…
6 reasons businesses fail to successfully sell
November 4, 2019Business owners stink at planning for retirement! They invest everything into their business and then count on the sale of their business to fund their…
What they dont tell you about Alzheimers Disease
October 28, 2019Many people don’t prepare financially for Alzheimer’s Disease, but you know how costly the facilities and personal care costs can get. Kristin Alfheim, a Board…
Protect your most important asset
October 21, 2019Many people assume their Disability Insurance policy covers more than it does, and if they become disabled without an income it will affect the rest…
Life changing diagnosis
October 14, 2019A bad medical diagnosis is difficult enough to process without the skyrocketing medical bills. Estate Planning Attorney Martin Shenkman is here to show your clients…
Live a richer life
October 7, 2019It’s hard to get couples to open up about money, but if they aren’t 100% transparent with you their finances may suffer. Use this episode…
Don’t dodge the bullet
October 1, 2019Do your clients avoid the family meeting or discussing contingency plans because they just don’t want to think about it? Share this episode so your…
Don’t dodge the bullet
September 30, 2019Do your clients avoid the family meeting or discussing contingency plans because they just don’t want to think about it? Share this episode so your…
Check up from the neck up
September 22, 2019If someone’s well-being is compromised their energy and motivation are elsewhere, and their financial affairs may suffer as a result. This episode with Coach and…
The Red Zone
September 15, 2019You should plan your retirement at least 10 years in advance if not more, but many people don’t take the time to do so. This…