Business

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

Episodes

Many of us likely have great retirement dreams, ones that may involved golfing, beaches, travelling or all of the above. However, we rarely plan for what can happen if either our body or our mind take a turn for the worse. It’s not something anyone wants to think about. I enjoyed a powerful discussion with Long Term Care expert, Michael Smith as we examined why it’s important to prepare for this both personally and financially and what options are available. When you’re older and need help, what’s the plan? Listen this to find out!

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What if how we have been saving for retirement isn’t the best way? What would change if we realized we might all be in the lowest tax bracket for the rest of our lives? Would you rather have a bigger pile of money in retirement or a bigger paycheck? Thomas Love, Founder of the Breakaway League shares on “the power of the most flexible financial product ever invented by man.” We have a great conversation that challenges the conventional retirement wisdom and points you in a potentially different direction.

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Nothing is more valuable than our human capacity: our ability to enjoy a job, earn a living, build wealth & make an impact on society. When you really think about it, our health IS our most valuable asset!  The income we produce makes our world go round, but what happens if that income goes away? In this fascinating conversation with Disability Specialist Matthew Grace, we walk through what it looks like to protect ourselves from that risk & why doing so IS so vitally important. Doesn't matter how old you are or what you do, if something happens to prevent you from working, even for a brief period of time, the financial consequences can be significant. Important conversation that I know you'll get something out of!

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What if we listened first and sold second? What if we realized that in life, things happen for us, not to us? Leadership in this digital era is all about empathy. We cannot underestimate the value of listening and understanding our audience. In a fascinating conversation with Author, Speaker and digital maven, Erik Qualman, we cover the intersection of brand, relationships, service, storytelling, and e-learning. Word of mouth is now world of mouth, so how can leaders and organizations embrace the digital landscape to connect more meaningfully with their audience and tell their story in new and exciting ways? You need to hear this!

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It is said that a business goes through a lifecycle from start up all the way to exit. But what does it take to navigate each part of that lifecycle fruitfully to maximize profitability and growth that leads to a successful exit? How do you take a company forward in challenging times? What’s the right legal framework for business success? Fantastic conversation with business law expert, Dean Nordlinger where we discuss “taking care of business… legally speaking.” NOT to be missed!

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When it comes to investing & saving money for yourself, there are often more questions than answers. Investing can be intimidating, as can working with a financial professional. In this episode with Casey Craig, Investment specialist, we cover a lot of ground to help you know where to start, identify some common missteps one can take, and help you feel more confident moving forward.

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What if you could deliver learning & meaningful education to people you'd never thought possible? In this episode I have the privilege of interviewing my high school friend, Nick Martin, social entrepreneur and founder of TechChange one of the largest providers of online education for the nonprofit and social sectors. Nick and I share a passion for reaching historically underserved people groups. His company builds beautiful online courses for individuals and institutions who want to make a positive difference in the world. You don't want to miss this!

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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!

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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!

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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. 

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