Episodes
Friday Feb 14, 2020
I want to retire, but how do I pay myself?
Friday Feb 14, 2020
Friday Feb 14, 2020
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!
Monday Feb 03, 2020
The wonderful world of women and money
Monday Feb 03, 2020
Monday Feb 03, 2020
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!
Friday Jan 24, 2020
Making the financial industry great again!
Friday Jan 24, 2020
Friday Jan 24, 2020
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.
Friday Jan 10, 2020
If the loan fits, wear it!
Friday Jan 10, 2020
Friday Jan 10, 2020
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!
Monday Nov 18, 2019
How much do they want it?
Monday Nov 18, 2019
Monday Nov 18, 2019
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!
Monday Nov 04, 2019
Finding your dream team!
Monday Nov 04, 2019
Monday Nov 04, 2019
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!
Monday Oct 14, 2019
The Art of the Turnaround
Monday Oct 14, 2019
Monday Oct 14, 2019
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.
Monday Sep 30, 2019
Millionairess Mamma and money mindset
Monday Sep 30, 2019
Monday Sep 30, 2019
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.
Sunday Sep 01, 2019
Taking care of business....your business
Sunday Sep 01, 2019
Sunday Sep 01, 2019
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!
Monday Aug 19, 2019
Handling HigherED without paying till you're dead!
Monday Aug 19, 2019
Monday Aug 19, 2019
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!