Season 1

In this episode, we have a fascinating discussion about the pitfalls of pre-tax investments. As a tax attorney, Rebecca has some strong opinions and reasons why excessive, pre-tax investing can be a trap in our later years. ...

With years of experience in the qualified retirement plan arena, Andy Pooser shares his knowledge of business retirement plans and their guidelines. If your business doesn't have a retirement plan, but you know that you need ...

Jon Bussert has spent years in the annuity business and helps financial advisors to determine which types of annuities can most benefit their clients. As always, with any questions, whether it is about annuities, or any other...

In this weeks episode, Dana Swarner talks about the importance of legal representation and how to obtain it on a very affordable basis. If you would like to speak with Dana about a Legal Shield Membership, you can reach her …

In this fascinating discussion with Dr. Benjamin Hardy, we discussed the concept of "future self" and the limiting labels that we put on ourselves and others. Please visit www.benjaminhardy.com and CLICK HERE order Dr. Hardy'...

It today's episode, we talk about financial planning and why investment management is only one component of a sound financial plan. To reach Patrick Sherman, please email Patrick@parallelfinancial.com To reach David Chudyk, p...

Sharon Lee talks about self-limiting beliefs and her own struggle from abuse and homelessness to success. For more information about Sharon and her company, please visit www.fearlesspursuits.com or check out her podcast or C...

David Redmond discusses how commercial real estate can be one of the tactics used to build wealth and income. If you are interested in contacting David Redmond, his email is David@legacyrepsc.com Please be on the lookout for...

Agency Manager, Jessica Owens, discusses how home insurance claims are handled and some basics of what YOUR responsibilities are, in the event of damage to your house. Jessica will get a $10 gift certificate to each of the fi...

Gordon Short discusses how Accredited Investors can invest in projects to receive economic and tax benefits generated by government sponsored incentives. Investors can also receive the satisfaction of preserving our nation’s ...

In this episode, Tom Corley discusses: 1. The habits that the rich have (that the poor don't have) 2. The four ways to accumulate wealth 3. Tips on how to recognize your positive AND negative habits. For more information, ple...

Rick McDuff shares his knowledge about the "trinity" of estate planning documents that he recommends everyone to have. Rick also discusses some of the pitfalls and problems that not having the right documents in place can ha...

During this episode, Financial Advisor, Peyton Hoppes dispels some of the myths about millenials and provides some sound tips for common financial issues of that age group. If you would like to contact Peyton, please email pe...

In everyday life we all face stress on a constant basis. In this episode, we talk with counselor, Michaela Tomberlin about some strategies that we can all use to combat stress. If you ever have any questions about your own …

With social distancing, layoffs, and working from home, many of us now have the free time to dedicate to making the important financial decisions that we have been putting off. In this episode, we discuss some ways to turn t...

We can't control the corona virus, we can't control monetary policy, we can't control business shutdowns, but we can control the BASICs of our on financial lives. B = BUDGET A = Allocation S = Systems I = Insurance C …