Tax strategies for Roth conversions

September 12, 2022

With new tax laws and regulations being put in place on a seemingly everyday basis, it can be difficult for your clients to keep up…

Maneuvering Medicare

Air date: Aug 01, 2022

Navigating your way through Medicare plans can be a nightmare if you don’t know the ins and outs. This week, Elder Benefit Specialist Laura Schimberg…

After the big league

July 25, 2022

This week, Former Green Bay Packers’ offensive lineman and Super Bowl Champion Ken Ruettgers talks about his non-profit organization Gamesover.org that helps former pro-athletes adjust…

Beware of the fairytale retirement

June 13, 2022

Your clients may fall for the idea that retirement is a perfect fairytale, but you know all too well that without the proper planning in…

Maneuvering Medicare

June 6, 2022

Navigating your way through Medicare plans can be a nightmare if you don’t know the ins and outs. This week, Elder Benefit Specialist Laura Schimberg…

Flipping the retirement switch

May 16, 2022

If they’ve been saving their entire lives, it can be difficult for your clients to “flip to switch” in retirement and start spending the money…

The truth about saving for retirement

February 28, 2022

For 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…

Attitude of gratitude

December 13, 2021

As a financial advisor, your main goal is to help people manage their finances, but why not help improve their overall outlook on life along…

The longest vacation of your life

December 6, 2021

Are your clients having a hard time fine-tuning their retirement goals? Eszylfie Taylor is on to help define the right words to explain retirement-saving concepts…

Maneuvering Medicare

November 22, 2021

Navigating your way through Medicare plans can be a nightmare if you don’t know the ins and outs. This week, Elder Benefit Specialist Laura Schimberg…

After the big league

August 30, 2021

This week, Former Green Bay Packers’ offensive lineman and Super Bowl Champion Ken Ruettgers talks about his non-profit organization Gamesover.org that helps former pro-athletes adjust…

RMD’s and me

August 2, 2021

It’s likely that a few of your clients have gotten laid off or have been financially hurt by Covid. This episode, Retirement Specialist Denise Appleby…