Tax strategies for Roth conversions
September 12, 2022With 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
August 1, 2022Navigating 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, 2022This 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, 2022Your 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, 2022Navigating 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, 2022If 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, 2022For 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, 2021As 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, 2021Are 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, 2021Navigating 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, 2021This 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, 2021It’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…