Loading Downloads

Sharing stories about life, liberty, the funny, and of course money!


When it comes to saving for retirement, much of our focus is on growing that pot of money to be as big as it can be. However when we get ready to retire, things change and we have to turn that money into a paycheck! I discussed this with Kristin Shea, Retirement Strategy specialist supporting advisors around the country. If you've ever wanted to know how you can go about creating retirement income and what your options are, then this episode is for you!

Play Now

Women control 51% of the wealth of America, yet sadly the financial industry has lagged behind our culture in it's approach to connecting with women. You'll love this conversation with Barbara Provost, founder of Purse Strings where we address this issue head on. How can we equip an industry to better serve and empower women, and also help women bridge the financial literacy gap...you'll have to listen to find out!

Play Now

Why NAIFA? Better question is why not NAIFA! If you've never heard of NAIFA, the National Association of Insurance and Financial Advisors, the industry's oldest and largest Association...then you need to catch this interview with Brian Steiner, NAIFA growth wizard. I am a true believer in practicing the Power of A (Power of Association) and as a long-time NAIFA member & industry advocate, our conversation covers a lot of ground about how this Association is leading its members and the industry into the future to ensure Main Street USA has access to the best and brightest the financial industry has to offer. 

Play Now
January 10, 2020

If the loan fits, wear it!

Buying a home is a great adventure....if you know what you're doing! I talk with mortgage and Real Estate expert Chris Boston about the best way to go about selecting the right loan for you, while highlighting several pitfalls to avoid. For anyone that's ever owned or considered Real Estate, this episode is a must listen!

Play Now
November 18, 2019

How much do they want it?

Want to grow your association? Want to get more members to join? Want to standout as an organization? Then the critical question you must answer is "how can I get people to WANT to join?" Excellent conversation with expert speaker & consultant Hilary Fordwich. She lays out some excellent tips on how to gain and retain members and clients!

Play Now
November 4, 2019

Finding your dream team!

Want to know how to attract top talent? Ever found it hard to retain good people? Have you ever had an executive leave your organization unexpectedly? You do not want to miss this expert conversation with Jim Zaniello the talent wizard!

Play Now
October 14, 2019

The Art of the Turnaround

Powerful insights on what it takes to transform an organization. Enjoy this fantastic conversation with Turnaround expert Jeff Morgan, CEO of the Club Manager's Association of America. 

Play Now

Great wisdom from the Millionairess Mamma herself, Valencia Morton, on how to kill your debt and give life to your wealth by adopting the right money mindset.

Play Now

So much to do, so little time... this episode discusses how we help remove the financial headaches that can come from running a small business! We also share how we help families thrive too!

Play Now

For the first time in our history we have a generation in the workforce that trying to save for their kid's college while also paying off their own student debt. Tough nut to crack, but my conversation with the College Funding Coach himself, Brock Jolly should help!

Play Now

Load more