Purpose through philanthropy

June 30, 2019

The 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…

Purpose through philanthropy

The 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…

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…

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!…

Password protected: access denied

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!…

17 mistakes consumers make

August 13, 2018

Even though your clients may be meeting with you regularly they still may be making mistakes, such as not being honest with themselves and you…

The Art of Strategic Giving

June 18, 2018

Are your clients losing their ability to get deductions because of the new tax law?  Are they giving to their local church or favorite charity…

IRA Tax Disasters Waiting to Happen

January 8, 2018

Do your clients review their 401(k)s and IRAs only to check the balance? Let Estate Planning Attorney Rex Ritchie explain why beneficiary designations are another…

What a Bad Diagnosis Means for Your Financial Future

November 20, 2017

When someone gets a diagnosis of a neurological condition such as dementia, Parkinson’s or multiple sclerosis, their whole life changes – and their financial life….

What a Bad Diagnosis Means for Your Financial Future

August 28, 2017

When someone gets a diagnosis of a neurological condition such as dementia, Parkinson’s or multiple sclerosis, their whole life changes – and their financial life….

10 Dangerous Misconceptions about Wills and Trusts

July 31, 2017

Are your clients having a hard time distinguishing the difference between wills and trusts? Help clear up potentially dangerous assumptions and misconceptions by sharing this…

Where Investing Meets Philanthropy

April 24, 2017

Are your clients afraid of international investments? Gloria Nelund, Co-Founder of TriLinc Global, explains how developing economies around the world provide both investment and philanthropic…