Podcasts & Videos

 
Nest Eggs Beware!

 
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!
 
 
Quote of the month:
Quotes for the month of february
 
February 2017 Podcast
 
 
No Necktie Needed

 
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.
 
 
Quote of the month:
Quote of the month of march
 
March 2017 Podcast
 
 
Prepare for the Unknown: How Taxes Affect Retirement

 
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.
 
 
Quote of the month:
Quote of the month of April
 
April 2017 Podcast
 
 
What if you couldn’t go to work tomorrow?
 
May is Disability Insurance Awareness Month! This special 2-in-1 episode features the incredible story of Rosemarie Rossetti’s terrible accident, and how she managed to stay financially stable during her recovery. Next, Disability Insurance Specialist Corey Anderson breaks down this highly-misunderstood coverage, so you can find out how it really works.
 
 
Quote of the month:
Quote of the month of May
 
May 2017 Podcast
 
 
Don’t Worry, Retire Happy!

 
Are you worried about running out of money in retirement? What tools and strategies are available to help protect your retirement income despite all the risks? Who better to talk about those options than Tom Hegna, best-selling Author of “Paychecks and Playchecks” and “Don’t Worry, Retire Happy!” Tune in for some great tips you can discuss with your own financial professional!
 
 
Quote of the Month:
Quote of the month of june
 
June 2017 Podcast
 
 
Planning for the Unexpected

 
You may be healthy today, but what about tomorrow? When Mark’s mother was 84 she seemed perfectly healthy, but that all changed in the blink of an eye. Tune in as Financial Professional Mark Wutt shares the obstacles he faced when handling his mother’s long-term care arrangements, what he wishes he had done differently, and how you can plan for the unexpected.
 
 
Quote of the Month:
Quote of the month of july
 
July 2017 Podcast