When to start planning

December 18, 2023

The time value of money: how money is impacted over time The time value of success: how success impacts finances The time value of issues:…

Building a financial foundation

December 4, 2023

How to build a financial foundation Why structure may be more important than chasing high rates of return Ideas on where to save your emergency…

Intentionally financing your life

May 8, 2023

You’re going to want your clients to tune into this episode because there’s a huge opportunity for you in it. This episode steers clients to…

When to start planning

February 20, 2023

Do you have any prospects that are interested in working with you, but haven’t made the final push? This episode is for them! Financial Professional…

Building a financial foundation

January 30, 2023

In this episode, it’s all about the basics. Chris Kirkpatrick, Financial Professional, joined to discuss where clients can start in building a financial foundation, all…

A cashless world

October 31, 2022

Have you noticed that over the years, as technology increases, the amount of spending per consumer has also increased? It’s getting easier and easier to…

Where is your money going?

October 17, 2022

As a financial professional you’ve probably had the discussion with your clients about saving, spending, and financial planning. This episode features Author and Financial Professional…

Find your baseline

July 3, 2022

Tracking your expenses might be one of the most important tasks included in your budgeting routine. You might have clients that tend to struggle with…

The high price of money shame

May 2, 2022

Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…

Find your baseline

January 17, 2022

Tracking your expenses might be one of the most important tasks included in your budgeting routine. You might have clients that tend to struggle with…

A cashless world

January 3, 2022

Have you noticed that over the years, as technology increases, the amount of spending per consumer has also increased? It’s getting easier and easier to…

The high price of money shame

December 1, 2021

Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…