Here for the benefits
April 6, 2020Social Security benefits change depending on your age, marital status, and many other factors, and it’s unlikely your clients are fully maximizing their benefits. This…
Beware uncle SCAM
April 1, 2020The elderly generation often isn’t as “tech savvy” as the younger generation, which unfortunately makes them a perfect target for social security scammers. Dr. Marti…
Be the change
March 30, 2020If 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…
Women are worthy
March 23, 2020Chances are, you meet with couples every day, but are you really making everyone feel included? Barbara Provost, Founder of Purse Strings, joins us to…
2 Certainties
March 16, 2020Are you ever frustrated with how many of your clients entrust their taxes to an unlicensed professional? Use this episode with Dave Alison to open…
Beware uncle SCAM
March 9, 2020The elderly generation often isn’t as “tech savvy” as the younger generation, which unfortunately makes them a perfect target for social security scammers. Dr. Marti…
Investing with impact
March 2, 2020Living in a first world country, many people try to give back with their money don’t know how to go about it in the most…
Personal, not statistical
February 24, 2020Have you ever had a client reach retirement only to find out they can’t afford to retire, or worse, they have to come back out…
Caring for the caregiver
February 17, 2020Do you find that many of your clients think they can handle their loved ones’ Alzheimer’s Disease diagnosis on their own? This episode with Jack…
Never too young for life insurance
February 10, 2020Most people think that life insurance is for use in the event of a tragedy, but this episode with 23-year old Entrepreneur and Author, Caleb…
Degrees, not debt
February 3, 2020Not many 18 year olds can fully comprehend the amount of student debt they can end up in, but the reality is that many adults…
Preparing is caring
January 27, 2020Many people assume the responsibility of taking care of their aging parents but if they don’t meet with you to plan, not only may they…