With Ed Slott America's IRA Specialist Unless you have a crystal ball you just can’t tell what the tax rules, laws, and brackets will be when you retire. So what will happen to that IRA nest egg that hasn’t been taxed yet? How much could you lose? Tune in as Ed Slott, one of the nations most renowned CPAs, explains how taxes can take a toll on your retirement funds, and what you can do about it.
Jim Silbernagel You can get just about anything online these days, even legal documents! But the devil is in the details, so it’s time to dust off those old documents and make sure you haven’t made any of these 10 common mistakes when naming Powers of Attorney. Tune in to find out what happens if you have the wrong box checked or the wrong terminology, and some great tips to make sure you’re all up to date! Air date: 2017-04-10
With Gretchen Hefner-Evans Insurance Professional You see TV commercials all the time that advertise how easy it is to save money on insurance and the convenience of buying online, but at what cost? What corners are being cut, and will you pay more later? Insurance Professional Gretchen Hefner-Evans lists off items that are often under-insured, and tells real stories of how costly that can really be when a buyer is uninformed. Air date: 2017-03-27
With Denise Appleby IRA/Employer Plan Specialist You may be concerned about running out of money in retirement, but have you given any thought about what to do with the excess? Tune in as IRA/Employer Plan Specialist Denise Appleby shares shocking stories of tax disasters that occurred when IRA beneficiaries weren’t properly designated, or when beneficiaries collected the funds without proper advice.
With Sam Richter Online Reputation Specialist You probably do some online research or crowdsourcing when searching for a new mechanic, hairstylist, or other kind of service. So who is researching YOU? Nowadays, people such as employers, landlords, college admissions officers and other important decision makers are learning about you online in addition to evaluating you in person. What will they find? Sam Richter, Sales Intelligence Specialist, explains why nothing you do online is private and what you can do to protect your digital reputation.
Juli McNeely First Female President of the National Association of Insurance and Financial Advisors When you think of a financial advisor do you picture a man? Meet Juli McNeely, Financial Professional and former President of the National Association of Insurance and Financial Advisors. In her new book and on this episode “No Necktie Needed” she tells the story of how she thrived in a male-dominated industry, and how she’s inspiring her fellow advisors to educate and engage women as more and more females become primary breadwinners and decision makers.
Coy Howe President of College Funding Solutions, Inc. Don’t pay more than you have to for clothes, food, and… tuition? College is not only important and expensive, but it is also a business with marketing resources and “deals” to give out at its discretion. But how do you know if you’re getting a good offer? Educational Consultant Coye learned the ins and outs so that prospective students have someone on their side, and now he shares his experience with you!
Brad Otto IT Security Specialist When just one click of a button can make you a victim of cyber-crime, how do you stay safe in a world dominated by computers and technology? IT expert Brad Otto shares insider secrets on how to avoid cyber-crime so you can protect your devices and digital valuables. Tune in for some great tips and discounts, too!
Dr. Bob Pokorski Vice President & Medical Director, Individual Life Insurance at Prudential Financial You’ve worked hard, you’ve saved well, and now you have an impressive Nest Egg for retirement. But do you also have a contingency plan in place if you become ill and need extended care? Tune in as Dr. Bob Pokorski explains how easily your Nest Egg could be drained if you don’t have all your bases covered!
Ryan Parson MBA, CFP®, ChFC Have you considered exploring investment options outside of the norm? Tune in as Ryan Parson, National Speaker on Alternative Investing, explains some of the benefits of investing in Real Estate, and how you can find out if this option is right for you!