THE PYRAMID OF RISK
If you’re not actively participating in the current market, it can be difficult to understand all the risks and volatility that can threaten your investment portfolio. This week, Dave Alison joins the program to talk about the pyramid of risk. Learn what the pyramid is, and how you can mitigate the risks within it in this week’s show!
TIPS FOR ECONOMIC WINS
In a world with constant information at our fingertips, the economic market can feel like it’s falling apart by the hour. Is this truly the case? This week, investment strategists Mark Eibel and Ryan Dooyema offer their insight on the current state of inflation in the market, where the market may be heading, and the importance of sticking to your plans even when the market falls.
TAX STRATEGIES FOR ROTH CONVERSIONS
With Roth conversions potentially being eradicated in the next several years, it’s critical for you to do an analysis with your financial professional on whether a Roth is right for your situation. Join Financial Professional Jim Silbernagel as he discusses the tax strategies you can use to help you convert to a Roth IRA.
DOING THE MOST WITH YOUR DISABILITY INSURANCE
"It would never happen to me” is a common phrase that people often believe when the subject of disability insurance comes up. Not only that, but some people often feel that the coverage they get through work is adequate for if they ever became hurt or disabled. This week, third generation Disability Insurance Professional, Maxwell Schmitz discusses how you can be doing the most with your disability insurance.
WHY THE WEALTHY BUY LIFE INSURANCE
Some people get caught up in the idea that life insurance is only for the middle and lower class, and that the upper class can afford to coast through life without the proper coverage. Life Insurance Professional Howard Sharfman debunks this idea and shows how life insurance is beneficial for all income levels!
FIRST PLAYCHECK PLANNING
As a young individual entering the workforce, you may find yourself overcome with the urge to spend after you receive your first paycheck. This week, Finance and Investment Professional Tracey Devonport discusses how navigate financial planning as a young adult as well as what circumstances require a meeting with your financial professional.
UNSCATTER THE CHATTER
Business owners may be familiar with the Entrepreneurial Operating System (EOS) to help effectively manage their business; however, even if you aren’t in the business space there are other resources available for you to use to live a more productive, organized, and happy life! Author and Coach Bob Shenefelt is on this week to discuss his iMatter program, and how you can change your life for the better by following a few simple philosophies!
ROWING IS HALF THE BATTLE
Would you be able to set a world record for the fastest rowing time across the Atlantic Ocean without a plan? Well, current record holder Kevin Gaskell didn’t either. This week, Kevin shares how having a detailed plan helped him (and how it can help you, too!)
Are you planning on retiring soon? Do you know what kind of Medicare coverage you are eligible for? This week’s guest Laura Schimberg is an Elder Benefit Specialist, and she’s here to help you understand what kind of benefits you’re eligible for and how to make sure you get what you have available to you.
AFTER THE BIG LEAGUE
Pro-athletes and average Joe’s alike – we all have to plan for retirement. In this week’s episode, Super Bowl Champion Ken Ruettgers talks about his non-profit Gamesover.org and how he helps former pro-athletes prepare for retirement. Tune in to hear the importance of not waiting until retirement hits to plan,
because it can sometimes come unexpectedly.
THE TRANSITION INTO RETIREMENT
Retirement doesn’t look the same from person to person, but there are several consistencies that can be found for any retiree. Join us this week as Former Insurance Professional, Marv Feldman, talks about his experience retiring after running a successful business, and also how you can improve your retirement plans.
WHO WANTS TO BE A MILLIONAIRE
Everyone WANTS to be a millionaire, but it seems like such an unreachable goal that many people fail to make the effort. This week, Retirement Specialist and Best-Selling Author Tom Hegna shows us just how easy it can be to become the next millionaire!
FIND YOUR BASELINE
Are you having a tough time staying in control of the money you spend monthly? Liz Frugalwoods gives her story on how she saves money and why it is so important to budget right. She will be giving you advice on how to make better choices, and why you should track your expenses.
NAVIGATING YOUR JOURNEY WITH SOCIAL SECURITY
Do you ever feel overwhelmed by social security? There are so many ever-changing rules that it’s hard to know what to apply for, or what you’re eligible for. Tune in as Laurence Kotlikoff, Author and Economics Professor, teaches us what questions to ask to get what’s yours!
It's a common stereotype that only married people buy houses, but a house can be for any walk of life. Many unmarried couples go in on a house together, as well as many single individuals – and there’s a different checklist to consider for each situation. Tune in as Tax Attorney Rebecca Walser talks about some of the different things you may want to consider before making the biggest purchase of your life!
BEWARE OF THE FAIRYTALE RETIREMENT
All too often, people fall for the “fairytale retirement” trick. However, without the proper planning, your dream retirement will be just as mythical as those fairytales. Join us as we sit down with Dr. Bob Pokorski to discuss how factors like inflation, longevity, and life events can have serious consequences on your retirement if you don’t plan ahead!
FIRST PAYCHECK PLANNING
As a young individual entering the workforce, you may find yourself overcome with the urge to spend after you receive your first paycheck. This month, Finance and Investment Professional Tracey Devonport discusses how to navigate financial planning as a young adult as well as what circumstances require a meeting with your financial professional.
THE ART OF COMMUNICATION
Whether you’ve been meeting with a financial professional for decades, or haven’t even gotten started, this week’s episode is for you! Tune in as Robin Edgar breaks down how to have a successful relationship with your financial professional through effective communication, teamwork, and asking those important questions.
A loving husband, a beautiful daughter, a growing and successful career. Jane Blaufus had the perfect life until, out of the blue, everything changed. Tune in to learn how, following the tragic death of her husband, Jane was able to bounce back and regain control of her life and her happiness.
FLIPPING THE RETIREMENT SWITCH
Once you reach retirement, it can be difficult to flip the switch from saving mode to spending mode, but hopefully this week’s show with Author Gary Sirak will show you how with the proper budgeting and planning in place, you can enjoy retirement stress-free and financially secure!
SPECIAL PLANNING FOR SPECIAL NEEDS
Even Stephanie Thompson, a Financial Professional, admitted that her initial focus was on her son’s comfort and well-being during his diagnosis rather than the family finances. Listen to hear how Stephanie and her family didn’t let their son’s medical needs break their bank and learn how you don’t have to either!
THE HIGH PRICE OF MONEY SHAME
If you ever feel shame around money, you’re not alone. In fact, many people feel a shame surrounding their finances, whether it’s the way they spend it, the way they got it, how little or much they have, or something else. This episode, we invited Certified Money Coach Tammy Lally on to help us break the cycle and be confident in our finances!
DREAMCATCHERS: MAKING DREAMS COME TRUE
You’re probably familiar with the Make a Wish Foundation, but have you ever heard of DreamCatchers? This week’s powerful episode features the Founder of Dreamcatchers, Caitlin Crommett, who discusses how her organization grants the dreams of elderly patients in hospice. Tune in as Caitlin discusses the lasting impacts of her organization as well as offering advice on how you can get involved!
THE DO'S AND DON'TS OF LONG-TERM CARE
For the average Joe, the concept of long-term care can be a challenging one to grasp, especially in terms of planning for the possibility of long-term care. In this week’s show, Dr. Bob Pokorski crunches the numbers of long-term care and provides important information on what to do and not do when planning for your later years.
WHAT WILL YOU LEAVE BEHIND
Many people want to leave their money, house, car, or other assets to their children or family members after they pass, but if you fail to properly plan, those decisions may be left to the fate of your state. Attorney Al Spiegel is on to show us what can go wrong if you don’t plan ahead
As the world continues to evolve, living abroad is becoming easier and more prevalent, but financial laws and protection continue to vary from country to country. Tune into this episode with Trainer Stephen Kagawa to make sure your financial goals aren’t compromised by a move!
THE SCIENCE OF FIRST IMPRESSIONS
Social media is sometimes seen as a distraction but sometimes we take for granted how useful platforms like LinkedIn and Facebook can be in creating work relationships! Tune in as Author and World-Renowned Speaker Kevin Knebl discusses how to build your social media profile so that you can make the ultimate first impression!
After what’s seemed like ages, travel is finally starting to pick back up as the Covid-19 pandemic continues to subside. If you’re ready to get back into the travel game, be sure to tune in as Travel Expert Scott Lopas joins in to talk about how to budget for your dream vacation even if you’re in retirement!
From college, to marriage, to retirement, there’s hardly a moment in life that doesn’t involve financial planning. In this week’s episode, Dr. Laurence Kotlikoff talks about his new book and provides advice to people of all ages on how purposeful spending and good saving habits can set you up for future financial success!
CHECK UP FROM THE NECK UP
There's a lot of pressure on teens today, arguably more so than there was for the previous generation, and it’s causing social issues, stress, and depression. Coach and Mentor Jennifer Powers is here to tell you how you can change your life with a little “f.”
THE TRUTH ABOUT SAVING FOR RETIREMENT
Why should you put money away for retirement now when you have current bills, mortgages, and expenses to pay, and how do you do it? This week, Author and Financial Professional Tony Filippone is here to give you the ins and outs of retirement planning and the key to success when doing so!
THE FUTURE OF FINANCIAL SERVICES
If you’re not in the financial industry, it can be difficult to keep up with changing norms and practices, especially as we come out of the Covid-19 pandemic. Financial Professional and Author Joe Jordan is on this week to help you improve your relationship with your financial professional as well as navigate things like retirement during these changing conditions.
KEEPING THINGS CURRENT
When's the last time you met with your financial professional to go over your financial plan? This week, Insurance and Financial Professional Van Mueller discusses possible financial trends that we may see in the new year. Check out the show and make sure you meet with your financial professional to update your plan!