Many approach tax season with the mindset of, “Here’s my paperwork, let me know how much I’ll get back,” then wait until the next year…

If you have a low income, it’s harder to prioritize or even have the ability to put money aside for things like retirement, emergencies, DI,…

Many people have a feeling of worry or unease about their finances. In this episode, Author and Financial Professional Daniel Rondberg portrays his knowledge of…

Sometimes, when an entrepreneurial client has a big idea, they will take that and run with it. As a financial professional, you’ll want them to…

Are you ever frustrated that your clients don’t adequately plan for their social security needs because they’re so scared of it running out that they…

Taxes affect everything, and chances are, your clients know that. But with COVID-19, do they know what to expect going forward? Join David McKnight as…

Are you ever frustrated with how many of your clients entrust their taxes to an unlicensed professional? Use this episode with Dave Alison to open…

It’s nearing the end of the fiscal year, are you ready to take on tax season? Sandy Botkin, tax attorney and CPA, joins the show…

Many people tend to avoid the Real Estate market because of the 08/09 crash, but a lot has changed since then and they may be…

The rising national debt will likely force taxes to go up in the future, so this episode with former Comptroller of the Currency David Walker…

The rising national debt will likely force taxes to go up in the future, so this episode will help motivate your clients to meet with…

Let’s face it: your clients probably aren’t going to sift through all the new tax law changes, because believe it or not, that’s not the…