Check Out Our Latest Episode
WHO TIGHTENS THE PURSE STIRNGS IN YOUR HOUSE?
- What can long-term care even cover?
- The numbers don’t lie – women feel left out of the financial conversations. How can we change the narrative?
- There’s a swell of baby boomers coming… what does that mean for you and society?
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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.
INSTANT MONEY
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.
GO PHISH
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!