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<a class="text-decoration-none" href="/posts/8538041-the-estate-planning-process-with-dave-lenok"><div class="Episode-list-grid card-body pan">
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<img srcset="https://audioboom.com/i/41865250/75x75/c 75w, https://audioboom.com/i/41865250/150x150/c 150w, https://audioboom.com/i/41865250/300x300/c 300w, https://audioboom.com/i/41865250/600x600/c 600w, https://audioboom.com/i/41865250/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #a2a2a2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41865250/1400x1400/c" />
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199: The Estate Planning Process with Dave Lenok
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On this show, we talked about how most Americans don’t truly understand what estate planning is, all the important and integral variables and who should be involved in the process, with David Lenok, Attorney, Senior Editor at WealthManagement.com and Associate Legal Editor at Trusts and Estates Magazine.  Listen to learn some practical steps to get the estate planning process started!
For the D...
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19m
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<span><span class="js-time" data-epochtime="1548918060" data-format="short_date">Jan 31, 2019</span></span>
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19m
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<a class="text-decoration-none" href="/posts/8538042-being-a-better-benefits-consumer-with-kassi-o-brien"><div class="Episode-list-grid card-body pan">
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<img srcset="https://audioboom.com/i/41865250/75x75/c 75w, https://audioboom.com/i/41865250/150x150/c 150w, https://audioboom.com/i/41865250/300x300/c 300w, https://audioboom.com/i/41865250/600x600/c 600w, https://audioboom.com/i/41865250/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #a2a2a2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41865250/1400x1400/c" />
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198: Being a Better Benefits Consumer with Kassi O’Brien
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On this show, we talked about the already high and ever increasing costs of healthcare and what individuals and families can do to manage and reduce their premiums with Kassi O’Brien, employee benefits champion, cost containment professional and consultant.  Listen to learn about some tactics for keeping your benefits costs down!
For the Difference Making Tip, scan ahead to 16:52.
You can learn...
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19m
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<span><span class="js-time" data-epochtime="1548831660" data-format="short_date">Jan 30, 2019</span></span>
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19m
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<a class="text-decoration-none" href="/posts/8538043-sticking-to-the-formula-with-buck-joffrey"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41865250/75x75/c 75w, https://audioboom.com/i/41865250/150x150/c 150w, https://audioboom.com/i/41865250/300x300/c 300w, https://audioboom.com/i/41865250/600x600/c 600w, https://audioboom.com/i/41865250/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #a2a2a2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41865250/1400x1400/c" />
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197: Sticking to the Formula with Buck Joffrey
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On this show, we talked about the importance of breaking complex problems down to simple steps and how leverage can help you to become a more successful investor with Buck Joffrey, MD, entrepreneur, author, podcast host, investor and advisor.  Listen to learn Buck’s formula for successful investing!
For the Difference Making Tip, scan ahead to 22:55.
You can learn more about Buck at WealthFormu...
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<span class="numeric-tabular d-sm-none">
26m
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<span><span class="js-time" data-epochtime="1548745260" data-format="short_date">Jan 29, 2019</span></span>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
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26m
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<a class="text-decoration-none" href="/posts/8538044-simplifying-investing-with-rick-ferri"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41865250/75x75/c 75w, https://audioboom.com/i/41865250/150x150/c 150w, https://audioboom.com/i/41865250/300x300/c 300w, https://audioboom.com/i/41865250/600x600/c 600w, https://audioboom.com/i/41865250/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #a2a2a2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41865250/1400x1400/c" />
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196: Simplifying Investing with Rick Ferri
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On this show, we talked about why an investor should endeavor to remove complexity from investing and move towards simplicity with Rick Ferri, CFA, CEO of Core 4 Investing, author and retired Marine.  Listen to learn the four stages of investing and why you should be paying close attention!
For the Difference Making Tip, scan ahead to 20:41.
You can learn more about Rick at RickFerri.com, Faceb...
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<span class="numeric-tabular d-sm-none">
22m
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<span><span class="js-time" data-epochtime="1548658860" data-format="short_date">Jan 28, 2019</span></span>
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22m
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<a class="text-decoration-none" href="/posts/8538045-pro-bono-planning-with-jon-dauphine"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41865250/75x75/c 75w, https://audioboom.com/i/41865250/150x150/c 150w, https://audioboom.com/i/41865250/300x300/c 300w, https://audioboom.com/i/41865250/600x600/c 600w, https://audioboom.com/i/41865250/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #a2a2a2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41865250/1400x1400/c" />
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195: Pro Bono Planning with Jon Dauphiné
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On this show, we talked about how a comprehensive financial plan delivered by an objective advisor can help families to make the best possible money decisions while going through medical treatment with Jon Dauphiné, CEO of The Foundation For Financial Planning.  Listen to learn about their pro bono financial planning resources available to families fighting cancer!
For the Difference Making Tip...
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17m
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<span><span class="js-time" data-epochtime="1548403200" data-format="short_date">Jan 25, 2019</span></span>
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17m
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<a class="text-decoration-none" href="/posts/8538046-knowing-your-financial-language-with-tarra-jackson"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41865250/75x75/c 75w, https://audioboom.com/i/41865250/150x150/c 150w, https://audioboom.com/i/41865250/300x300/c 300w, https://audioboom.com/i/41865250/600x600/c 600w, https://audioboom.com/i/41865250/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #a2a2a2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41865250/1400x1400/c" />
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194: Knowing Your Financial Language with Tarra Jackson
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On this show, we talked about how money conversations can be difficult as well as uncomfortable, which can cause us to put them off unless we have the right tools, with Tarra Jackson, international financial expert, author, tv/radio personality, speaker and founder of Madam Money.  Listen to learn about the four financial languages and why it’s important to understand yours!
 
For the Differenc...
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
18m
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<span><span class="js-time" data-epochtime="1548313260" data-format="short_date">Jan 24, 2019</span></span>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
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18m
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<a class="text-decoration-none" href="/posts/8538047-understanding-tax-reform-with-kelly-erb"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41865250/75x75/c 75w, https://audioboom.com/i/41865250/150x150/c 150w, https://audioboom.com/i/41865250/300x300/c 300w, https://audioboom.com/i/41865250/600x600/c 600w, https://audioboom.com/i/41865250/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #a2a2a2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41865250/1400x1400/c" />
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<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
193: Understanding Tax Reform with Kelly Erb
</h5>
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On this show, we talked about the major changes included in the recent tax reform bill, how to stay on top of them and how best to evaluate potential tax professionals with Kelly Erb, Managing Shareholder of the Erb Law Firm, Forbes columnist and author.  Listen to learn where the opportunities for proactive tax planning are in 2019!
For the Difference Making Tip, scan ahead to 17:09.
You can l...
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<span class="numeric-tabular d-sm-none">
19m
</span>
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<span><span class="js-time" data-epochtime="1548226860" data-format="short_date">Jan 23, 2019</span></span>
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<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
19m
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<a class="text-decoration-none" href="/posts/8538048-becoming-a-successful-trader-with-steve-burns"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41865250/75x75/c 75w, https://audioboom.com/i/41865250/150x150/c 150w, https://audioboom.com/i/41865250/300x300/c 300w, https://audioboom.com/i/41865250/600x600/c 600w, https://audioboom.com/i/41865250/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #a2a2a2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41865250/1400x1400/c" />
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192: Becoming a Successful Trader with Steve Burns
</h5>
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On this show, we talked about the different approaches to trading, how to get started doing it and how technologies like AI, Machine Learning are impacting the world of trading with Steve Burns, a long time stock and options trader, author and founder of New Trader U.  Listen to learn what it takes from a personality, behavioral and financial standpoint to be a successful trader!
For the Differ...
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
19m
</span>
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<span><span class="js-time" data-epochtime="1548140460" data-format="short_date">Jan 22, 2019</span></span>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
19m
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<a class="text-decoration-none" href="/posts/8538049-first-generation-wealth-with-rianka-dorsainvil"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41865250/75x75/c 75w, https://audioboom.com/i/41865250/150x150/c 150w, https://audioboom.com/i/41865250/300x300/c 300w, https://audioboom.com/i/41865250/600x600/c 600w, https://audioboom.com/i/41865250/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #a2a2a2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41865250/1400x1400/c" />
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191: First Generation Wealth with Rianka Dorsainvil
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On this show, we talked about the unique challenges and opportunities facing first generation wealth builders and strategies for increasing diversity in the financial planning industry with Rianka Dorsainvil, CFP, CFP Pro Spokesperson, President of Your Greatest Contributions and host of the 2050 Trailblazers podcast.  Listen to learn how to set up a system for successfully managing expectation...
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<span class="numeric-tabular d-sm-none">
21m
</span>
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&bull;
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<span><span class="js-time" data-epochtime="1548054060" data-format="short_date">Jan 21, 2019</span></span>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
21m
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<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8538050-understanding-medicare-with-danielle-roberts"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41865250/75x75/c 75w, https://audioboom.com/i/41865250/150x150/c 150w, https://audioboom.com/i/41865250/300x300/c 300w, https://audioboom.com/i/41865250/600x600/c 600w, https://audioboom.com/i/41865250/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #a2a2a2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41865250/1400x1400/c" />
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190: Understanding Medicare with Danielle Roberts
</h5>
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On this show, we talked about the biggest challenges facing baby boomers and their families when it comes to making medicare and medicare supplement decisions with Danielle Roberts, President of Boomer Benefits, insurance expert and medicare supplement accredited advisor.  Listen to learn the important deadlines to keep in mind and the penalties for missing them!
For the Difference Making Tip, ...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
22m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1547794860" data-format="short_date">Jan 18, 2019</span></span>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
22m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8538051-life-insurance-policy-settlements-with-barry-flagg"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41865250/75x75/c 75w, https://audioboom.com/i/41865250/150x150/c 150w, https://audioboom.com/i/41865250/300x300/c 300w, https://audioboom.com/i/41865250/600x600/c 600w, https://audioboom.com/i/41865250/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #a2a2a2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41865250/1400x1400/c" />
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189: Life Insurance Policy Settlements with Barry Flagg
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On this show, we talked about the history of life insurance settlements, the process for determining the value of a policy and how best to go about selling a policy with Barry Flagg, CFP®, CLU, ChFC, GFS® and President of Veralytic .  Listen to learn how to determine if you can and should sell a life insurance policy!
For the Difference Making Tip, scan ahead to 18:43.
You can learn more about ...
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
22m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1547708460" data-format="short_date">Jan 17, 2019</span></span>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
22m
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</div>
</div>
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<a class="text-decoration-none" href="/posts/8538052-maximizing-your-401-k-with-aaron-pottichen"><div class="Episode-list-grid card-body pan">
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<img srcset="https://audioboom.com/i/41865250/75x75/c 75w, https://audioboom.com/i/41865250/150x150/c 150w, https://audioboom.com/i/41865250/300x300/c 300w, https://audioboom.com/i/41865250/600x600/c 600w, https://audioboom.com/i/41865250/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #a2a2a2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41865250/1400x1400/c" />
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188: Maximizing Your 401(k) with Aaron Pottichen
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On this show, we talked about the common characteristics of successful 401(k) plans and behaviors of successful 401(k) participants with Aaron Pottichen, Senior Vice President of Alliant Retirement Consulting and Nationally recognized Retirement Plan Advisor.  Listen to learn how you can get the most out of your 401(k) and your employee benefit program!
For the Difference Making Tip, scan ahead...
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<a class="text-decoration-none" href="/posts/8538053-the-fallacy-of-buy-and-hold-with-lance-roberts"><div class="Episode-list-grid card-body pan">
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<img srcset="https://audioboom.com/i/41865250/75x75/c 75w, https://audioboom.com/i/41865250/150x150/c 150w, https://audioboom.com/i/41865250/300x300/c 300w, https://audioboom.com/i/41865250/600x600/c 600w, https://audioboom.com/i/41865250/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #a2a2a2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41865250/1400x1400/c" />
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187: The Fallacy of Buy and Hold with Lance Roberts
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On this show, we talked about how market cycles impact investment advice, investor psychology, how the fundamental rules of investing haven’t changed over time and how you can be a successful investor in today’s market with Lance Roberts, Editor in Chief of RealInvestmentAdvice.com, host of the Real Investment Show, Lance Roberts show, Chief Investment Strategist and Economist at Clarity Financ...
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<span><span class="js-time" data-epochtime="1547535660" data-format="short_date">Jan 15, 2019</span></span>
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