Dale Brown President & CEO of the Financial Services Institute (FSI) Are you planning on retiring someday? The financial services industry is going through a massive overhaul via the Department of Labor! While this may not be front page news for the average citizen, this has huge implications for the way you will be able to seek out and pay for advice that helps you save for retirement. Dale Brown, CEO of the Financial Services Institute helps you weigh the pros and cons of the changes, and fills you in on what to expect. [...]
Frank Lojewski MSFS, ChFC, CLU, LUTCF, AEP In the age of information, it’s nearly impossible to distinguish good from bad advice – especially when it comes to something as complicated and unpredictable as the finance world. Financial Professional Frank Lojewski lists the top 5 financial misconceptions, and gives great tips on how to avoid bad advice so you can focus on making and achieving your goals.
Neil Narveson CPA Are you dreading tax season or do you work with a CPA? Tune in as Neil Narveson, CPA, shares insider secrets to help create deductions, and explains that a whole team of financial professionals are all moving parts in the machine that is your financial plan.
Michael Finke CFP How long will you stay healthy enough to work? How expensive will retirement be? How long will you live? The “What Ifs” of retirement planning can be intimidating, but it is possible to plan for the unknown. Dr. Michael Finke, Dean of the American College of Financial Services, explains that although no one has a crystal ball, a roller coaster future doesn’t have to mean financial disaster!
Alex Sheen Founder of "Because I Said I Would" How often do people fall short of fulfilling their promises? Our guest Alex Sheen, founder of the nonprofit organization Because I Said I Would, left a successful career behind and set out to make the world a better place by helping people keep their word. Tune in to find out how it all started and hear just a few examples of the lives forever changed.
Todd Patkin Speaker and Author Wouldn’t you think that owning a multi-million dollar business, having a brand new car and losing those 10 pounds would make you happy? Ask Todd Patkin, who had it all, and then had a nervous breakdown. Tune in to hear Todd’s unique story on finding happiness in today’s negative, stress-filled world. He’s personally been through it all, and was still able to bounce back from rock bottom.
Mary Jo Irmen Author of Farming Without the Bank Whether you’re a farmer or a metropolitan business owner, some people spend their lives in and out of banks getting loans and paying them back. But did you know that it’s possible to borrow from yourself instead? Tune in to learn how Mary Jo Irmen helps people like farmers with huge operating expenses get out of the banking system.
John Wheeler 40+ Year Insurance Industry Veteran Tuition has gone up more than 50% since 1999 and there’s no sign of it slowing down. Luckily, there are a lot of great tools to help you plan and save so you or your loved ones can afford higher education. Tune in as John Wheeler, 40+ year veteran in the Insurance Industry, shares one out-of-the box savings tool you might not have considered!
With Jim Silbernagel 30-year Financial Advisor It’s the season of giving! There are more than just personal and emotional benefits from charitable giving; there are tax benefits, too. But how do you know if you’re getting the deductions you expect? And if not, how do you create them? Start the holiday season right by joining our host Jim as he helps you navigate tax and estate planning tools you may not have known about.
Michael Staeb Advisor Consultant “Long-term care” may be the elephant in the room, but it’s one that’s getting even harder to avoid when 3 out of 4 adults 65+ will need it. Advisor Consultant Michael Staeb explains why he’s so passionate about helping others create their long-term care plan, and shares heartbreaking stories of what happens when there isn’t one.