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…
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…
Silence isn’t always golden
November 23, 2020When you meet with your clients, do you always have both spouses in the room, or do they sometimes settle for one? Author and Financial…
Even Superman isn’t invincible
November 16, 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…
Tax free income for life
November 9, 2020There are two major risks people face when retirement planning, and that is longevity risk and the tax rate risk, and with tax rates set…
College planning during a pandemic – what’s different
November 2, 2020The National College Savings Foundation recently conducted a study that showed how Covid has changed the way people view, plan, and prepare for college. Vivian…
Jeff’s story – the caregiver chronicles
November 1, 2020What to do as family members age is one of the most difficult questions your clients are faced with, and sometimes a hearing a personal…
The truth about saving for retirement
October 26, 2020For someone not in the financial industry, putting money aside for a retirement that’s so far away can be hard to justify and easy to…