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Ep 27: Coronavirus Update + Getting Lost in Retirement

Ep 27: Coronavirus Update + Getting Lost in Retirement The Concept: With so much uncertainty in the market right now, we want to get Mike’s opinion on what we’re seeing with the coronavirus and the impact it’s having financially. We’ll then spend the rest of the show...

Ep 23: Lies Learned in Broker School

Ep 23: Lies Learned in Broker School The Concept: A lot of financial professionals will tell you things that just aren’t true. That doesn’t mean they do it intentionally. Many times these professionals have been given talking points, which they might even feel to be...

Ep 22: Is Having ‘Cash’ Good or Bad

Ep 22: Is Having ‘Cash’ Good or Bad The Concept: Of course we all want to have a healthy bank account and feel the security of knowing we have money at our disposal. Having plenty of cash on hand can help in the event of an emergency but building up your...

Ep 14: 5 Critical Estate Planning Mistakes to Avoid

Ep 14: 5 Critical Estate Planning Mistakes to Avoid The Concept: Not everyone wants to leave a financial legacy behind, but for those that do, it’s important to eliminate the common estate planning mistakes. We’ll identify five key missteps that people make when...