Today's episode is our 1499th episode! On today's celebratory show, we dive into some of your success stories! Plus, ever wonder how you achieve anything big in life? Just get started! On today's …
Simplifying Your Investment Strategy While Lowering Fees (plus a primer on ABLE Accounts) SB1498
The word is out on using low-cost investments over complex Wall Street strategies (and if you don't believe us, we'll quote SIGNIFICANT studies on today's show). Yet, new expensive products are built …
How To More Effectively Rearrange Tasks: Manage Your Energy and Time with Google’s Productivity Expert Laura Mae Martin – plus an appearance by former President Barack Obama (SB1497)
Busy does not equal productive. In fact, how often have you watched as someone who was too busy to get the important things done accomplished ever irrelevant task on their mile-long list? Sadly, we're …
Our List of the Biggest “Gotchas” in Popular Financial Investments
What are the gotchas to look out for in personal finance so you can avoid them? Today's special roundtable is chock-full of CFPs and they're here to answer that question for you. Joining us are none …
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Are You Ready for a 30-Year Retirement? Plus, Velocity Banking and Shoelace Patents (SB1495)
If you plan on living a long life (and who doesn't want that?), you'll need to create over thirty years' worth of cash flow. Studies show that the average person wants to retire at the "normal" age of …
Mastering Money Basics, Offsetting “Home Bias” Investing, and Better Retirement Investing (SB1494)
Our mentor today is one of the foremost thinkers and practitioners in the financial planning space. Peter Mallouk joins us to dispel the myth that the stock market is like the stock market, that the …