05/09/22 - On today's podcast
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!
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05/02/22 - On today's podcast
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!
04/25/22 - On today's podcast
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!
04/18/22 - On today's podcast
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.
04/11/22 - On today's podcast
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.
04/04/22 - On today's podcast
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!
03/28/22 - On today's podcast
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!
03/21/22 - On today's podcast
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!
03/14/22 - On today's podcast
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!
03/07/22 - On today's podcast
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.”
02/28/22 - On today's podcast
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!
02/21/22 - On today's podcast
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.
02/14/22 - On today's podcast
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!
02/07/22 - On today's podcast
What’s your why when it comes to your retirement? This week, Author and Financial Professional Gerry Linarducci has a meaningful discussion about how to plan for retirement with purpose. Make sure you reach out to your financial professional to make a retirement plan that will help you achieve your why!
01/31/2022 - On today's podcast
The experiences of immigrants as they navigate the financial concepts and practices of a foreign country are not very well understood among natural-born citizens. This week, Financial Professional and Chinese immigrant Xiao Chen tells his own personal story of immigrating to the US at age 12 as well as emphasizing the importance of financial literacy.
01/24/2022 - On today's podcast
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.
01/17/2022 - On today's podcast
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.
01/10/2022 - On today's podcast
Too often, people get caught up in the “it could never happen to me” mentality, but accidents are sadly a part of life. Tune in as Disability Insurance Professional Corey Anderson shares personal stories of what happens to individuals who lack disability insurance and be sure to schedule an appointment with your disability insurance professional today!
01/03/2022 - On today's podcast
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!)
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12/27/2021 - On today's podcast
You built the crib and packed the overnight bag, but did you remember to add your baby to your health insurance? This week, Financial Professional Dave Alison is here to inform you of 7 essential actions you should take before having a baby. Share this episode with all the growing families in your life!
12/20/21 - On today's podcast
Think about how much you do online (pay bills, store mementos, etc.). Now think about what would happen if you were no longer around, and no one had your password or any legal rights to log in and take the wheel? Attorney Ruth Driscoll shares critical, but often overlooked items to consider when naming powers of attorney.
12/13/21 - On today's podcast
How many times have you felt overlooked or unappreciated in your job? Do you struggle finding things to be grateful for? For our latest episode, we meet with the author of “The Side Effects of Thank You”, Matt Smith, to discuss how you can achieve that attitude of gratitude both at work and in your everyday life!
12/06/21 - On today's podcast
How much time and effort did you put into planning your last big vacation – days, weeks, months? What about your 30+ year vacation of retirement? Tune in as Financial Professional Eszylfie Taylor shares some great tips on how to pinpoint your retirement goals and what you might need to get there.
11/29/21 - On today's podcast
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.
11/22/21 - On today's podcast
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. Her work is focused on helping people in her area understand what kind of benefits they are eligible for and how to make sure you get what you have available to you. Tune in to hear how to find your local aging department.
11/15/21 - On today's podcast
There's lots of lunchroom talk around Roth conversions, but how do you know if it’s a good fit for you? This episode, we have International Speaker and a 25+ year Financial Veteran Jim Silbernagel on to talk about the future of retirement planning and what you can do about it.
11/08/21 - On today's podcast
Wouldn’t you like to learn how you can build an ecosystem that fuels your life? That’s why we brought on Stephani Lucas, Creator of the Heart-Centered Planning Series, to break down her 8 principals that every financial plan should include to help your life flourish!
11/01/21 - On today's podcast
10/25/2021 - On today's podcast
Just as we thought we were out of the storm of Covid-19, the new delta variant has many people concerned about the state of the economy as well as their own social lives. Join us this week as Chief Global Strategist, Dr. David Kelly discusses some potential future trends that we may begin to see in the coming months. From taxes and inflation to school and public mask mandates, you won’t want to miss this week’s show!
10/18/2021 - On today's podcast
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.
10/11/2021 - On today's podcast
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.
10/04/2021 - On today's podcast
This week’s powerful episode is all about leadership, especially during challenging times. US Army Veteran Scott Mann knows all about leading during tough situations, and this week, he’s on to share the important message of how anyone can be a leader and inspire others to achieve greatness.
09/27/2021 - On today's podcast
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 well-being. Join us this week 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.
Age doesn’t discriminate, and we’re all bound to face it at some point. So why not make sure your financial plan is still up to date?! Dr. Bob Pokorski is on this episode to provide his best tips to keep a sharp mind and say why you should be working with your financial professional now!
09/20/2021 - On today's podcast
In case you haven’t experienced it firsthand, online scams and hacks have soared especially since the beginning of the Covid-19 pandemic. This week, IT Professional Brad Otto joins us to expose some of the most common online scams, as well as provide resources to help you stay protected while on the web.
09/13/2021- On today's podcast
09/07/21 - On today's podcast
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!
08/30/2021 - On today's podcast
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.
08/23/2021- On today's podcast
As life slowly seems to be returning to “normal” after the Covid-19 pandemic, many people are wondering how employer/employee laws will change as people ditch their zoom meetings and head back to work. This episode with Attorney Lori Goldstein tells you what rights you have and what you might be able to expect.
08/16/2021- On today's podcast
We’re transitioning to a paperless world, and it can be hard to figure out how to best organize a mix of online and physical documents. Don’t let your finances suffer because this! Tune in as we have Professional Organizer Janet Fishman on to tell you her best tips to improving your organization skills.
08/09/2021- On today's podcast
How do you know when you can no longer make sound financial decisions? When is the right time to transition financial responsibilities to a trusted advocate? This week, we’re tackling all of aging’s toughest questions with Financial Professional Marti DeLiema. Your future self will thank you for tuning into this episode!
08/02/2021- On today's podcast
With the current high unemployment rate, chances are that if not yourself, you know someone who was affected financially by Covid. Retirement Specialist Denise Appleby talks about the CARES Act, which may be able to benefit you during this time.
07/26/2021- On today's podcast
To go from managing finances on your own to managing them as a couple can be stressful, so don’t go it alone! Author and Financial Professional Kathleen Burns Kingsbury is here to give you her best tips and tricks to navigating these financial waters together.
07/19/2021- On today's podcast
Students around the world felt the repercussions of the Covid-19 pandemic, and soon-to-be college students are among this group. Vivian Tsai, Chairwoman of the College Savings Foundation, joins us to discuss how students are feeling about college and some of the options you have to prepare financially and emotionally.
07/12/2021- On today's podcast
If you’re a woman, you may feel less inclined or even intimidated to take part in any conversations regarding finances. This week, Author Juli McNeely discusses the important roles that both men and women play in the financial industry and offers advice on how to spark open communication and collaboration between the sexes.
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07/05/2021- On today's podcast
In a world that’s constantly changing, it’s important to be flexible with your goals, especially when it comes to your finances. This week Richard Maybury, Author of the Early Warning Report newsletter, shows you how staying in tune with current events could affect your finances.
Since the 1990s, the number of insurance companies has decreased by 2/3rds, but what does this mean for you as a consumer? Insurance Professional, Larry Rybka, joins us this week to talk about the effect of insurance company consolidation, and what you can do to help protect your financial portfolio.
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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!
This pandemic has been difficult on everyone, but it revealed to many that they may not have been as fiscally prepared for it as they should have been. This episode with Financial Professional Karen Sparks talks about how you can tend to your finances through all of life’s ups and downs!
Writing a check changes the balance of your checking account but getting involved changes you from within. This episode, Founder of Main Street Philanthropy Ryan Ponsford is here to show how he’s transforming the lives of communities around the nation (and how easy it is to get involved!)
Sometimes, our “what-ifs” become a reality, and the course of our lives drastically change. How financially prepared would you be if you couldn’t work anymore? Disability Insurance Professional Corey Anderson explains why Disability Insurance is for protecting you and your loved one’s futures.
MYTH: Disability Insurance is only useful if I get cancer or am involved in a big accident. FACT: Something as mundane as tripping down the stairs or throwing out your back could put you out of work for weeks, which, without disability insurance, means your steady stream of income is put to a halt. Don’t miss this episode with Insurance Professional David Blake as he shows you why Disability is an insurance you don’t want to overlook.
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!
With Covid-19 hopefully coming to an end in the coming months, there are a lot of questions that still remain about what life will be like after Covid. This week, we have Dr. David Kelly on once again to talk about some future trends and issues that Covid-19 might leave behind.
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!
No matter what stage of life you’re in, saving money will be a constant part of the financial process. Join us as we sit down with Financial Professional, Heather Lindsley, to talk about several vital elements of your finances that can help you save more and live better!
How are business practices going to change after Covid? What will happen to prices of buying everyday items? What about the stock market? This week, Author Patrick Schwerdtfeger answers these questions, and analyzes possible trends in the future of finance.
Are you getting married, buying a house or car, or heading off to college? If you said yes to any of these, when’s the last time you met with your financial professional to talk about your insurance? This week, Insurance Professional Gretchen Evans discusses the top ten situations you could find yourself in that should motivate you to check up on your insurance!
You want the best for your loved ones, so wouldn’t you want to have a safety net for whatever their future may bring? This episode features Long-Term Care Specialist Annalee Kruger who tells how you can help protect your loved ones.
This past year has been like something out of a book, completely uncharted territory for the entire world. Americans continue to get stimulus check after stimulus check, which is a great personal pick me up, but is it good for the overall economy? This week, we have Former Comptroller General of the United States David Walker on to talk about the overall state of the economy, how it’s changed over the past twenty years, and where we may be heading.
Who handles the finances in your house, men or women? Oftentimes, women tend to get left out of the financial conversations. Barbara Provost, Founder of Purse Strings, shares why a woman’s perspective is different than a man’s which is exactly why they shouldn’t get left out of the financial decision!
No one wants to plan for their long-term care needs, but if you don’t, your quality of life may be drastically impacted if you physically or mentally decline in your later years. This month, Long-Term Care Specialist Marc Glickman is here to deflate some common misconceptions and show you how you can help protect you and your family’s futures.
You built the crib and packed the overnight bag, but did you remember to add your baby to your health insurance? This week, Financial Professional Dave Alison is here to inform you of 7 essential actions you should take before having a baby. Share this episode with all the growing families in your life.
When making monumental decisions about the business you built, it can be hard to remove yourself and make an un-biased decision. Owner of Cornerstone Business Services, Scott Bushkie, is here to talk about succession planning and share his knowledge and resources with you that will apply to whatever stage your business is in.
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 Prodigy Caleb Guilliams, who is ready to help you save for that item without pinching your wallet.
How many times have you felt overlooked or unappreciated in your job? Do you struggle finding things to be grateful for? On our latest episode, we meet with the author of “The Side Effects of Thank You," Matt Smith, to discuss how you can achieve that attitude of gratitude both at work and in your everyday life!
Alzheimer’s Disease severely alters an individual as well as those around them and often temporarily derails your life. Betsy Broyles Arnold moved her family across the country and experienced first-hand how overwhelming – mentally and financially – it was. Hear her story and the resources she has for those going through similar situations.
2020 is finally over…but what does this mean for the new year? There are still plenty of unanswered questions and fears about what will happen in the next 12 months. Let’s address some of those questions and concerns in this episode featuring Dr. David Kelly of J.P. Morgan Asset Management. With decades of experience in the global market, David sits down and breaks down what might happen in 2021.
You may be surprised to learn that your health and wealth go together more than you think. This week, we brought on Pediatric Sleep Consultant Molly Mahler to explain what you and your child’s sleep patterns have to do with your finances.
You can’t just walk into Walmart and buy securities, so how does it work? For many, the financial services industry is a mysterious and complicated place, but when it comes to your money, knowledge is power. Join us this week with President and Owner of a Broker Dealer, David Hoff, as he dives into some behind the scenes elements.
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.
Understanding how to manage money is a learning curve that most of us struggle with as we transition into adulthood. If you could prevent your child from the same struggle, would you? Author Sunny Istar Lee will walk us through the steps you can take today to mold your children into fiscally responsible adults!
With the holidays coming up, many people tend to be harder on themselves, and we as humans tend to turn to the “self-help” books, wishing we could change the way we are. This week, Coach and Mentor Jennifer Powers is here to remind you you’re perfect as is and what you can do when life puts you in a rut.
Do you ever wish kids in school were taught about how to file and understand taxes, or how to budget and prioritize their money? This week, Co-Creator of Main Street Philanthropy Ryan Ponsford explains how his high school course effectively teaches both financial responsibility and philanthropy to young adults.
Many people are so scared of social security running out that they take their benefits as early as they can, which doesn’t allow them to optimize the full benefit available to them. On this episode, Social Security Professional Jim Blair is here to bring clarity to all your unanswered questions!
A financial, educational course called PEM Life is sweeping the nation. It teaches basic financial fundamental principles and helps teach people how to create a sustainable balance between one’s current and future financial needs. This week, Founder Don Blanton is on to teach your clients’ the basic principles!
An unfortunately high number of women get left out of the “money talk” or choose not to partake because it’s not seen as “attractive” or “feminine” for women to talk about finances. Author and Financial Professional Kathleen Burns Kingsbury reflects on her experiences to help make sure other women don’t get taken advantage of in the financial realm.
There are two looming threats to your retirement planning: how long you’re going to live and what the tax rates will be. So how do you know how to plan accordingly? This episode, Author and Financial Professional David McKnight shares some insight on how you can handle these risks when planning for your future.
11/02/2020 - On today's podcast:
Most of us have never lived through a pandemic before but based on recent studies, the Covid pandemic has changed the way students view, plan, and prepare for college. Listen as Chair of the College Savings Foundation Vivian Tsai discusses the national results and see how this may affect you and your future plans!
RMD's AND ME
With the current high unemployment rate, chances are you know someone who was affected financially by Covid. Retirement Specialist Denise Appleby talks about the CARES Act, which may be able to benefit you during this time.
MIND, BODY, MONEY
Raise your hand if you feel you have your mental, physical, and financial affairs all in perfect check! With life constantly tugging us in all different directions, it’s hard to find that perfect balance between the three. Financial Professional and Reality Show Producer Eszylfie Taylor is here to tell you why a healthy balance is key and how you can achieve it!
The internet tells you that you don’t need life insurance if you’re single or young, but your Financial Professional says you do…so who’s right? Join Financial Professional Jim Silbernagel as he debunks common myths on life insurance and figure out what’s right for your life!
READY, SET, REBOUND!
When David became a paraplegic at the age of 15, he changed his mind set and never let it stop him. Author David Cooks is on to share the message behind his new book “Getting Undressed” and how Covid-19 is giving you a chance to hit the “reset” button on your life. You won’t want to miss this one!
If you’re in your twenties or thirties, life insurance probably isn’t on the forefront of your mind, but do you know that it serves more of a purpose than just as an emergency plan? Listen to this episode with 23-year-old Author and Financial Professional Caleb Guilliams as he explains the functionalities of life insurance.
Since Covid-19 started, how up to date have you stayed with the state of the economy? For this episode we’ve got Van Mueller, a repeat guest of our show, on to talk about predictions on the future of the market. Van breaks down what to expect and what to take advantage of before it’s too late!