Where is your money going?
November 29, 2021As 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…
The high price of money shame
November 1, 2021Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…
Simple steps to saving
April 26, 2021Whether they’re looking to buy a home, start a family, or just live comfortably, saving money is a skill that your clients will need to…
Consumption check: how much are you spending?
February 15, 2021As 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…
Behind the scenes of your financial care
January 11, 2021You know what a Broker Dealer is, but your clients don’t understand how everything works behind the scenes. Use this episode with Broker Dealer President…
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…
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…
Fun size superstars
September 1, 2020How often do you talk to individuals with little to no financial knowledge? Are you sometimes left wondering how individuals in their 30s and 40s…
Fun size superstars
August 31, 2020How often do you talk to individuals with little to no financial knowledge? Are you sometimes left wondering how individuals in their 30s and 40s…
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…
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…
Young money
February 1, 2020Yes, you advise adults. No, they’re not the only ones that need help managing their money. Tune in as “The Eagle Mom,” Sunny Istar Lee,…