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!
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.