Listen To The Podcast “Plans are nothing; planning is everything.” - Dwight D. Eisenhower ​ Big news in financial planning this week! Michael Kitces, industry thought leader and the …
When Your Funeral Budget Creaks…Our Halloween Special with Scott Mueller (SB1594)
Today, we're joined by funeral director Scott Mueller, who shares invaluable advice on pre-planning your final expenses. Scott elucidates on the importance of making arrangements ahead of time and the …
Turning Halloween Into a Fun Economic Game (with Chuck Jaffe) SB1593
Today, we'll dive into an exciting financial education idea brought to us by award-winning columnist and host of The Money Life Show, Chuck Jaffe. Think Halloween's kinda boring for kids and just a …
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What If You and Your Partner Aren’t On the Same Page Financially? (SB1592)
Are you on the same page with your significant other? Financially speaking, of course! Given that money is the leading cause of divorce in the US, it's a topic worth working on together. And money …
Should You Look at “Risk” Differently? (with Len Penzo) SB1591
Today we share a fresh perspective on personal and financial risk, featuring the always insightful Len Penzo (LenPenzo.com). Joe, OG and Len will dive into the complexities of managing your 401k and …
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Seth Godin’s Blueprint for Financial and Life Strategy (SB1590)
Grab your coffee mug and join us for a journey full of strategic insights and valuable life lessons. Business legend Seth Godin joins us to share his wisdom on financial strategy and personal success. …
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