Academy Blog
The Right Questions to Ask Yourself When Considering an Annuity for Retirement Income Planning
Annuities can be a powerful tool for creating reliable retirement income, but they’re not a one-size-fits-all solution. Before purchasing an annuity, it’s essential to evaluate whether it aligns with your financial needs, goals, and risk tolerance. Asking the right...
How to Guarantee You’ll Never Run Out of Money in Retirement
One of the biggest fears retirees face is outliving their savings. With rising life expectancy, unpredictable markets, and increasing healthcare costs, ensuring that your money lasts a lifetime is a top priority. Fortunately, there are strategies you can implement to...
The Value of Fixed Annuities in Retirement Income Planning
As retirement approaches, people find themselves grappling with the challenge of ensuring a reliable income stream during their golden years. One popular solution to this problem is the fixed annuity, a financial product that offers a guaranteed income for life or a...
Your Personal DOGE
Your Personal DOGE The DOGE is about to take a knife to the federal government. Could you benefit from a personal DOGE to cut some of your expenses? George G talks about how to reduce your overhead and get moving in the right financial direction!About the EpisodeThe...
Getting What You Need with Elizabeth Husserl
Getting What You Need with Elizabeth Husserl The pursuit and acquisition of money only goes so far. Elizabeth Husserl talks about how to make sure you're getting what you need!About the EpisodeWe focused on getting what you need, how all human needs are universal but...
Is the Government Wasting Money?
A Cash Flow Revolution with David Mozeika
A Cash Flow Revolution with David Mozeika Could a simple shift in how you manage cash flow unlock your financial success? David Mozeika talks about how to supercharge your savings rate!About the EpisodeWe focused on shifting the way we think about and manage our cash...
Know Your Client with Jai Baker
Know Your Client with Jai Baker When you truly know your client, you understand a lot more than just their numbers. Jai Baker talks about developing relationships that get results!About the EpisodeWe focused on knowing your clients and customer beyond just numbers and...
Humanizing Personal Finance with David Steele
Humanizing Personal Finance with David Steele How's your relationship with your financial team? David Steele talks about getting better outcomes by humanizing personal finance!About the EpisodeWe focused on humanizing personal finance and financial planning, the...