![podcast-image podcast-image](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_500,h_500/https://pinnaclewealthonline.com/wp-content/uploads/2023/12/podcast-image.png)
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?
Listen Now
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 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 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!)
MANEUVERING MEDICARE
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.