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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">
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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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193: Understanding Tax Reform with Kelly Erb
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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><span class="js-time" data-epochtime="1548226860" data-format="short_date">Jan 23, 2019</span></span>
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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">
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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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192: Becoming a Successful Trader with Steve Burns
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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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<span><span class="js-time" data-epochtime="1548140460" data-format="short_date">Jan 22, 2019</span></span>
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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">
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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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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><span class="js-time" data-epochtime="1548054060" data-format="short_date">Jan 21, 2019</span></span>
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<a class="text-decoration-none" href="/posts/8538050-understanding-medicare-with-danielle-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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190: Understanding Medicare with Danielle Roberts
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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, ...
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<span><span class="js-time" data-epochtime="1547794860" data-format="short_date">Jan 18, 2019</span></span>
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<a class="text-decoration-none" href="/posts/8538051-life-insurance-policy-settlements-with-barry-flagg"><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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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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<span><span class="js-time" data-epochtime="1547708460" data-format="short_date">Jan 17, 2019</span></span>
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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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<span><span class="js-time" data-epochtime="1547622060" data-format="short_date">Jan 16, 2019</span></span>
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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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