BUILDING A FINANCIAL FOUNDATION
- How to build a financial foundation.
- Why structure may be more important than chasing high rates of return.
- Ideas on where to save your emergency fund money.
NO WINNERS IN LITIGATION
- What’s happening with the Department of Labor and overtime rules?
- New legislation may increase the number of people who qualify for overtime.
- Important laws to know for both employers and employees.
Where may the market be headed? Are we being threatened by an imminent recession? Where are unemployment and inflation rates now? Tune in to this week's episode to get the latest updates and to learn more!
WHO TIGHTENS THE PURSE STRINGS IN YOUR HOUSE?
Tune in to today's episode featuring conversations all across the board, including: what long-term care covers, women changing the narrative of their place in financial conversations, and a swell of baby boomers coming and how this may impact society.
GRANT A WISH FOR THOSE IN HOSPICE
Join us for an inspiring episode with Caitlin Crommett, the founder of the DreamCatchers Foundation. Discover how this remarkable organization is granting heartfelt wishes for individuals in hospice care, embodying a mission similar to Make-A-Wish. Learn how this compassionate endeavor provides peace and comfort to those in their final days, ensuring smiles on the faces of our elderly loved ones.
THE VALUE OF LIFE
Listen to this week's episode to learn about David Buckwald's experience of the aftereffects of 9/11, how that has impacted his view on the importance of life insurance, and what the “right amount” of insurance might be for you.
IMPACT OF FAMILY
Listen to this week's episode to learn what value a financial professional may bring to your financial confidence, a story of the impact a decade’s long financial relationship made on a client, and how this affected that client’s partner and children.
COVERING YOUR ASSETS
Tune into this episode to learn an easy-to-remember method on how to deal with property risk, learn about an umbrella that provides coverage even when it isn’t raining, and stories of Financial Professional, Zary Lee’s, insurance experiences that paint the importance of coverage.
COLLEGE COSTS ON THE RISE
Tune in to learn what people can do to work towards being better prepared for the costs of college, the effects inflation and rising college costs have on young teens saving for school, and new aspects of 529 plans.
THE LONG-TERM CARE MAZE AND HOW TO FIND THE RIGHT CARE FOR YOU
Listen to this week's episode to learn about the different types of long-term care available, including home-based care, community-based care, and facility-based care. Get insights from specialists and real-life experiences on how to choose the right long-term care option for you or your loved one and discover tips on how to plan for your long-term care needs!
FINANCIAL STRATEGIZING FOR A DIVORCE
When it comes to divorce and finances learn: what to do and what not to do, what things you should be doing right away when filing for a divorce, and the next steps to take during this transition period.
ENSURE YOUR INSURABILITY
Tune into this episode to learn: reasons why some people buy life insurance, how life insurance may still be beneficial for young, single individuals, and aspects you might not have considered when picking out a life insurance policy.
WHAT IS LIVING DEATH INSURANCE?
Might you have a false sense of security? Tune in to learn what the “living death” insurance is, if it’s important, and the steps that can help you avoid putting your family at risk!
WOULD YOU PLAN A VACATION WITHOUT KNOWING THE DESTINATION?
Tune in to learn: the three P’s of retirement – and which is the most important, why retirement isn’t all about money, steps you can take to pursue a fulfilling retirement.
OPTIMISM BIAS AND WHY YOU SHOULD AVOID IT
Avoiding “optimism bias”! Listen to this week's episode to learn: how Max’s mom needed disability insurance at an early age and how certain disability insurances may protect you, your family, and your employees.
WHERE IS THE UNITED STATES HEADED?
What might the future economy look like for the US? Will government spending ramp up inflation? Should we be skittish about tapping into the markets?
CAN YOU COUNT ON SOCIAL SECURITY?
What do you need to be prepared for when planning cash flow so that it will last as long as you do? Can people count on social security? The choices you have regarding when and how to take out Social Security!
ADDICTIONS DO NOT DISCRIMINATE
Addictions come in all shapes and sizes, and whether the addiction stemmed from a prescription drug or not, it can flip your finances upside-down and ruin the hard work you’ve put into your future. Most people wouldn’t think of turning to their Financial Professional for help, but we may be of help to you and your finances. Listen and share this episode with Financial Professional Cheryl Canzanella as she talks about her late husband’s prescription opioid addiction and how it turned their lives upside down.
INVESTING IN OUR YOUTH
If the lack of financial education in schools concerns you, you’re not alone. Many schools send young adults into the world without a proper, working education of finances and expect them to be able to juggle credit cards, school debt, and adult purchases like shelter, transportation, food, etc. Let’s help break that narrative!
AGE IN PLACE
If you count on your kids to take care of you as you age, it could be a full-time job, and they may be losing out on pension plans, social security, and other work benefits by taking time off work to be your caregiver. You don’t know what the future holds for you, so take the time to strategize ahead of time. This episode with Retirement Specialist Annalee Kruger will convey what may happen to your family if you don’t.
32 TRILLION IN DEBT
What does a trillion dollars even look like? With one trillion dollars, you could buy all of the NFL teams for pocket change. If you had to stack enough $100 bills, it would be 631 miles long. So now imagine that the U.S. is in 32 trillion dollars of debt. Paints quite the picture, right? Tune into this episode to hear what you can do to let that number negatively affect you and your finances!
IS THE COST OF COLLEGE STILL WORTH GOING?
College is starting to get unbearably expensive to where many people ask, “Is it even worth going anymore?” If you have student debt or have kids/grandkids going to school, listen to this episode with Tax Attorney and CPA Sandy Botkin as we explore ways you may work towards getting the return on investment you expect from your education. Gain valuable knowledge on managing student debt effectively and making informed financial decisions.
Have you ever needed a repair on your vehicle or within your home? Maybe your dishwasher broke, or a storm damaged your roof. These things never come with an arrival warning, and they often aren’t cheap, either. If something urgently needs fixing, would you be able to afford it? This episode, Money Coach Ericka Young talks about how she and her husband got out of $100,000 of debt – and how you can, too!
WE THE PEOPLE
Politics can be quite overwhelming for many people, making it hard to brush off all of the political noise out there. But with each politician, left or right, there are real consequences for their actions, and the state of the economy may be affected with any decision they make. Make sure you are helping make changes that help you! Listen to this episode with former Comptroller General of the United States, David Walker, as he explains where the economy is headed and what you can do about it.
Technology is here to stay, and it’s only getting more prevalent in our everyday lives. In many ways, the internet makes our lives easier, but in other ways, it can be a scary and dangerous place. How do you protect your children from danger on the web or make sure you or your elders don’t get scammed by hackers? Tune into this episode with IT Security Specialist Brad Otto to hear best practices!
LEAVE YOUR EMOTIONS AT THE DOOR
It’s no secret that emotions play a part in decision making. Sometimes that can be a good thing, but what about when it comes to your finances? This episode with Chief Global Strategist Dr. David Kelly talks about the dangers of letting your emotions be a part of your financial decision-making process!
HOW TAX PLANNING MAY HELP YOU BUILD WEALTH
It’s likely that there are things you do in your everyday life that would help you lower your taxes, but if you don’t know what they are, there’s no way to do it. By not planning for those things, you may be essentially letting the government decide what happens to your hard-earned money! Former IRS Attorney and CPA Sandy Botkin is on this episode to paint you a picture of what a little tax planning may do for your life.
FROM NBA TO FINANCE
From the basketball court to the world of finance, former Chicago Bulls NBA Player Chris Gandy shares his insights on overcoming struggles, consistently winning, and the importance of teamwork. Tune in to learn how a team of Financial Professionals can help you reach your financial goals and strategize for your future!
COULD YOU AFFORD TO LOSE YOUR INCOME?
Have you ever had to swerve and honk at another driver on the road? Slipped and fallen on ice or near some stairs? Been tested for cancer? As scary as it is to think about, we are just one car accident, one fall, or one diagnosis away from being unable to work, and if you can’t work, how will you be able to afford to live? Disability Specialist Mike Evans is on this episode to talk about what you can do to protect your income.
MUST DO PRACTICES BEFORE STARTING A BUSINESS
Have you heard of the car Porsche? You probably have, but at one point, it was ranked 100th place out of 100 companies, on the brink of bankruptcy. Our guest in this episode, Kevin Gaskell, was brought on to talk about how he took it over and went on to make it one of the top luxury cars in the world. This episode will give you guidelines for success and tell you the one thing everyone should be doing.
INTENTIONALLY FINANCING YOUR LIFE
Cashflow is what makes the world go-'round, but so many of us have a hard time not spending it immediately. Bills, kids, and debt are always lurking around the corner, ready to steal the attention of your hard-earned money. So, what can you do about it? This episode with Author, CEO, and Retirement Specialist Caleb Guilliams goes over some basic principles you can easily implement!
KEY STEPS TO PROTECTING YOUR BUSINESS
If you’re a business owner, there’s always going to be people who want to duplicate your success without having to do the work and if you’re not protected, that puts you at risk of your intellectual property being stolen. Don’t let someone else reap the benefits of what you’ve sowed! Tune into this podcast episode with Joe Miotke, who specializes in intellectual property, to make sure your business is safeguarded!
A GUIDE TO EMPLOYER BENEFITS
Jayne Fitzgerald is back again after last week’s episode on savings related to your daily life to talk about changes that affect business owners and their employees, especially in small businesses! A business relationship goes both ways between an employer and employee, so shouldn’t a benefit plan reflect that too? Learn what law changes can make benefits easier for both parties in this important update!
SAVING WITH LOW INCOME
Part one of this two-part series with Jayne Fitzgerald digs into law changes that can positively impact your savings, retirement fund, student loan debt, tax refund, and more! If you find yourself living paycheck to paycheck, or know people who do, this episode is a must-listen for you. Saving might just be easier than you think with these law changes. Find out how!
PLANNING YOUR RETIREMENT
Do you worry about not having enough income to support yourself in retirement? Do you not think about retirement at all? On either side of the spectrum, this episode is for you. Van Mueller, a Financial Professional of 50 years, shares his experiences helping people strategize for and transition into retirement to show how he believes you can strategize too.
ASPIRE TO INSPIRE
Bob Luddy is a business and educational entrepreneur who has singlehandedly created opportunities for under-educated adults and children of school age. As a parent or grandparent, you may know what it feels like to worry about the education they are receiving. Bob Luddy saw firsthand how school systems were failing its students and is here to talk about how he is changing education for the better!
PURPOSE OF PLANNING FINANCES
If you find finances hard to wrap your head around, tune into this podcast episode! Financial Professional Logan Wild shares his views on the benefits of having someone to help guide you along. Your financial journey doesn’t have to be a solitary one. Experience the joy that strategizing your finances can bring to your life!
PREPARING FOR ECONOMIC CHANGES
Are we in a recession? What does that mean for investments, employment, and retirement? Ryan Dooyema and Mark Eibel share their perspectives on where the economy might turn as professionals who spend day in and day out analyzing the market. Get in the know in this podcast episode!
CREATE YOUR FUTURE
Everyone thinks, “That will never happen to me,” but according to the U.S. Department of Health & Human Services, someone turning 65 today has an almost 70% chance of needing some type of long-term care services and support in their remaining years. In this episode, we brought on Dr. Bob Pokorski to talk about the importance of and options for preparing for your future.
APPROACHING FINANCIAL SECURITY
If you want your retirement to be spent golfing, traveling, and doing the things you want to be doing, you have to ensure you don’t run out of money! Retirement Specialist Daniel Rondberg shares his outlook on how he believes YOU can achieve a successful retirement.
HOW TO NEGOTIATE
Kathleen Burns Kingsbury has worked for years on melding psychology and wealth knowledge to learn the most effective tactics for negotiating. In this episode, she’s sharing tricks of the trade on how you can best maximize your success when entering negotiations, especially those for pay in the workplace!
WHEN TO START PLANNING
Angela Robinson and Jim Silbernagel are long-time friends who share what they believe the value of time is as it relates to finances. What benefits or pitfalls can occur from starting a financial strategy later in life? What pros and cons come from success at a young age? All of these questions are addressed in this episode!
Do you worry about interest rates, inflation, and the price of oil? Are you unsure of the impact the boom in work from home jobs might have on the economy? This episode with Strategist David Kelly is all about where the market is and where our guest believes it might turn, not only in the United States, but across the world!
BUILDING A FINANCIAL FOUNDATION
Join us to listen in on Financial Professional Chris Kirkpatrick’s view on the basics of starting a financial approach. His passion for helping others to live their best lives threads throughout this episode as he discusses what you might be able to do to preserve what’s most important to you.
IMPACT OF FAMILY
This episode features a heartwarming story about a long relationship between client and financial professional. The two financial professionals that worked with this client, Jim Silbernagel and Dave Talbot, offer their firsthand point of view on what financial confidence they feel they were able to help bring to that family.
THE VALUE OF LIFE
Our guest Dave Buckwald shares a harrowing tale of his experience with what came after 9/11 and how it reshaped his views on finances, strategizing, and the value of a life. His passion comes not from a sales mindset, but from a human mindset. Listen in to hear more about his beliefs on the importance of life insurance.
THE WEALTH OF HEALTH
When you’re crafting a financial strategy, what do you factor into it? This episode’s guest Dr. Bob Pokorski has an inkling that health might be a good element to include, no matter your state of health. This show is for everyone!
RETIRING YOUR WAY
Retirement isn’t one size fits all. Your pre-retirement life is unique to your experiences, desires, and overall self, so why should that stop just because you’re retiring? When planning out your retirement, there are so many paths to take! This program with Kerry Hannon explores some of these options.
If you’re considering crafting a long-term care strategy, you might be wondering… where do I start? What if things go wrong? The core focus of this episode is learning about what problems might come up, as well as how to solve them, so that you may be able to feel confident with your strategy in place.
THE FUTURE OF RETIREMENT
Where is retirement going, and what are we meant to do about those changes? This topic is especially important with inflation hikes, and that’s why we’d like to help you out with this episode. Not only does our guest Gerry Linarducci talk about what’s coming up next, but also what you can do to prepare.
When thinking of your financial strategy, what is it you’re planning for? Why not plan for not only your future, but your family’s future as well? This episode with Eszylfie Taylor is all about melding different parts of your life to create the most holistic approach to finances.
COVERING YOUR ASSETS
Why financially prepare and cover for just “a possibility?" For many, it’s an inevitability. When unforeseen events cause property damage, many can’t make up for their losses. These events can be particularly difficult when it comes to your home or other important belongings. That’s where property and casualty insurance comes in! We’ve brought on Zary Lete to discuss the importance of it and what you can do to get started.
CREATING JOY IN LIFE
Are you unhappy in your work? We’ve all been there at one point or another. Gathering the motivation to do your best at a job that doesn’t make you happy can feel unachievable. However, that’s why we brought along Oshana Himot to record this episode. She discusses her methods on how having good communication in a company’s culture can create joy other areas of your life as well!
CHECKLIST FOR ENTREPRENEURS
When you’re building a business, so little of the resources available talk about the details of financial planning. How are you meant to know what opportunities to take, or even what opportunities are available? That’s why we were so glad to record this episode with Sean Mullaney, Entrepreneur and Author. He sat down with us to talk about the Solo 401(k) and the potential benefits it may offer you, your business, and employees!
FORGET ME NOT
Everyone has had a case of forgetfulness every once in a while, but as you age and that forgetfulness becomes more frequent, it can pose a very serious threat to your financial wellbeing. Join us this episode as we meet with Dr. Bob Pokorski to talk about how you can cope with and even possibly slow down cognitive decline in your later years.
A CASHLESS WORLD
Have you ever bought anything with the swipe of your phone or the click of a button? Spending money no longer requires carrying physical cash, but is that training your brain to spend more money? Tune into this episode to hear how Financial Professional Daniel Rondberg is teaching his young daughters about money (the lesson applies to every age!)
HOW TO NAVIGATE DIVORCE
No one aims for divorce, so when we find ourselves in this space, it can feel overwhelming. Navigating not only the emotions that come with it, but the legal and financial issues as well is a lot to put on the plate of a person. In this episode, Karen Sparks, a professional specializing in divorce cases, shares with us her best tips for getting through these difficult times.
WHERE IS YOUR MONEY GOING?
Close your eyes and picture the big thing you’re saving up for. Now ask yourself, how hard has it been to finance this? This week, we brought on Author and Financial Professional Caleb Guilliams, who is ready to help you save for that item without pinching your wallet.
PINT SIZED MIRACLES: THE NICU JOURNEY
The NICU journey isn’t something any family expects or wants to be in, and parents may feel scared and alone. Paul and Martha Sharkey experienced a double preemie birth 10 years ago and realized the financial and emotional care gap that exists for parents during this journey. This episode, we invited them on to talk about their non-profit they started that can help you or your loved ones during this difficult time.
WHO WE LEAVE BEHIND
Green Beret Scott Mann has lived a heroic life with his 23 years in the military, and now retired, his efforts haven’t stopped. In this episode, Scott discusses his work with a non-profit, his continued support for the military community, and spreads his own stories from Afghanistan on trust, leadership, and teamwork. If you ever feel like you’re losing grip on those traits, this episode is for you.
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!