Subscribe: iTunes / Spotify In this episode, Certified Annuity Specialist® Jennifer Schell demystifies annuities and answers the following questions: What are the different types of annuities? How might an annuity fit into a person’s overall retirement plan? Why do you think annuities have become more popular in the last few years? Why should especially women be aware of annuities and their benefits? What should women know about long-term care insurance? Jennifer Schell is a Certified Annuity Specialist® and award-winning writer focused on demystifying annuities and other financial topics. Her expertise has been featured in prominent publications including Yahoo! News and CNET, and…
Author: Marguerita Cheng
Subscribe: iTunes / Spotify During this episode, Lawrence answers the following questions: How Important is the Mindset on the Path to Wealth? How to achieve millionaire status while making less than $70,000? How does Tax Planning play an important role in Building Wealth? Why Cash Flow is king? What strategies can help boost your retirement income today?. Lawrence Delva-Gonzalez is the owner of The Neighborhood Finance Guy, sharing tips on Budgeting, Cash Flow, Investing, and Building Wealth. Along with his wife, he proved that it’s possible to go from zero assets and over $120,000 of student loan debt to millionaires in less…
Subscribe: iTunes / Spotify In this episode, Joy addresses the following questions: Why longevity and why caregiving never ends. Why younger and older caregivers require different planning. How to start a dialogue with Boomer parents. What exactly is Aging in place? Why caregiving is different for solo agers Joy Loverde has a reputation for being a path carver and visionary. She is a keynote speaker, consultant, and author of the best-seller The Complete Eldercare Planner and Who Will Take Care of Me When I’m Old? She has been quoted in the Wall Street Journal, TIME, Money, New York Times, and Psychology Today among…
Subscribe: iTunes / Spotify In this episode, Tony shares insights from his newest book: “The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money. He address the following questions: Why is mindset important to how we think about money? Why is it important to empower people rather than telling them what to do? Why are weekly actions items helpful? How can we know what information is useful? Why should someone think about their goals before they think about a product? Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, podcaster, and award winning author.…
Subscribe: iTunes / Spotify In this episode, Amy Salo, CFP®, CAP®, CExP™ Managing Partner, General Agent, Registered Principal with Forest Hills Financial Group shares her passion for the financial services industry, the people she serves, and the potential for her team of advisors and clients to ensure the next generation lives better than the last. She answers the following questions: Why are women needed in this industry? Why is this a great opportunity for women? What skills are needed to succeed as a financial advisor? How does the compensation work? Do you have any tips for working in a male dominated world?…
Subscribe: iTunes / Spotify In this episode, Yamilca Rodriguez, the CEO and Founder of Bespoke Branding, shares her expertise as a “Brand Therapist” and answers the following questions: What is the most crucial aspect of building a strong personal brand? How can individuals identify their unique personal brand and differentiate themselves from others in their field?3.What role do social media and online presence play in personal branding in an ever-evolving digital landscape? How can professionals maintain authenticity while still presenting a polished personal brand? Tell us about your Book Brand Therapist? What common mistakes or misconceptions do people make when building their…
Subscribe: iTunes / Spotify Dr. Victoria Tillson Evans is the Harvard-educated founder of Distinctive College Consulting. Over the last decade, she has successfully guided hundreds of families from across the world through the often stressful college admissions process, taking a highly personalized approach that leverages her experience as a faculty member at Elon University, Middlebury College, and Harvard University. She is also an author of Stairway to College Heaven: The Most Readable College Guide on Earth, and has provided her expertise in several national media outlets, including The Atlantic, US News and World Report, and Fox News. To learn more about Dr.…
Subscribe: iTunes / Spotify In this episode, Allison Youngblood with Bottomline Savings addresses the following: Allison Youngblood is a highly experienced consultant and advisor with over 20 years of leadership experience. Her expertise lies in assisting businesses and individuals in improving their profitability, expanding their revenues, and identifying resources for reinvestment. With her extensive background, she can offer valuable guidance and support to those seeking to improve their business or personal endeavors. Her dedication to becoming an expert on the Employee Retention Credit(ERC) shows her commitment to staying current with relevant developments in the business landscape. When not advising business owners on…
Subscribe: iTunes / Spotify In this episode, we discuss John’s personal & professional journey and the genesis for his business Connected Consultants, LLC. John also discusses the importance of understanding your business DNA because your best working style is being your authentic self John Morgan , Founder & Managing Partner of Connected Consultants, LLC. After 17 years as an Independent OSJ Advisor at JP Morgan Financial Partners, John realized his calling: Making connections. In his own words, he loves “connecting with amazing people, connecting them to other amazing people, and connecting them all to the tools and services they need to make their…
Subscribe: iTunes / Spotify In this episode, we discuss the importance of debt optimization and how Sora can help advisors and their clients secure better deals for existing and new home, auto and student loans. Debt optimization reduces stress and increases financial freedom. Rohit Agarwal lives in San Francisco with his wife, Candice, and two daughters, Anjali (4) and Anika (2). He is currently the co-founder and co-CEO of Sora Finance, a fintech company providing liability optimization as a service to financial advisors. Previously, Rohit was the Head of Kiva USA where he was responsible for all lending across the country to…
Subscribe: iTunes / Spotify In this episode, we discuss Cary’s dharma. She is passionate about providing women and families strategic financial planning guidance and wealth management support to help them live the lives they want. Cary will share details about her upcoming second book. ABOUT OUR GUEST: Cary Carbonaro. Cary is an award-winning Certified Financial Planner professional with over 25+ years of experience. She is a tireless advocate for women in the financial industry and is passionate about increasing financial literacy and empowering women to overcome any financial challenge they face. Before joining ACM Wealth, Ms. Carbonaro was Vice President, Head of…
Subscribe: iTunes / Spotify Enhancing company culture is becoming an ever-increasing higher priority while industries struggle to engage and retain staff. Now, more than ever, organizational leaders are looking to develop rapport and cohesion effectively with their teams…and fast. As in, yesterday. This topic will distill leadership and cultural ethics, the psychology of trust, and power dynamics in order to reconstruct an innovative, strategic approach that will generate by-in and build loyalty in an organization. CEO & Founder, Lead Trainer, Executive Coach, Keynote Speaker, and CEO/Founder of Executive Performance Institute for Coaching (E.P.I.C.), Jenna Dillon works with high-performing individuals and top-tier organizations,…