Talk Money with Jim Shoemaker
By Shoemaker Financial
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Category: Investing
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Episodes: 542
Description
Talk Money - A weekly radio broadcast covering financial & economic topics.
Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
| Episode | Date |
|---|---|
|
“Looking for the Right Person – Questions You Should Ask Your Advisor,” “Elder Care – Why is this so critical?" and “What is On Your Mind? Answering More of your Questions”
|
Oct 11, 2025 |
|
“Get Ready - Medicare Open Enrollment Begins Soon,” Scam School-Artificial Intelligence and Scams,” and “Answering More of your Questions”
|
Oct 09, 2025 |
|
“Forward Memphis: Ways to Build a Better and More Sustainable Future” “What is Going on in Today’s Market” and “Answering More of your Questions”
|
Sep 27, 2025 |
|
“Smarter Ways to Give: What is a Donor Advised Fund?” “Your Money, Your Rules: Budgeting for the Life You Want” and “Answering More of your Questions”
|
Sep 20, 2025 |
|
“Aging with Dignity: What Are Your Five Wishes?” “Healthcare: What Does the Future Hold?” and “Answering More of your Questions”
|
Sep 13, 2025 |
|
“Social Security- Are There Any Upcoming Changes?” “Scams Begin Out of the Blue: Scam School,” and “More Answers to Your Questions”
|
Sep 06, 2025 |
|
“What’s Working in our City and Surrounding Area,” “Critical Information about Long Term Care Insurance” and “Answering Your Questions”
|
Aug 30, 2025 |
|
“What is Self-Funding: How Can It Benefit You?” “Update on the Market,” and “Your Questions Answered Here”
|
Aug 23, 2025 |
|
“Financial Myths and Misconceptions” and “What Does a Good Financial Advisor Bring to the Table”
|
Aug 16, 2025 |
|
“Navigating Market Uncertainty,”” Your Questions, Our Answers,” and “Stay Alert!”
|
Aug 09, 2025 |
|
“Creating Change in Our City,” “Maximizing Your Credit Card Rewards,’ and “Your Questions, Our Answers”
|
Aug 02, 2025 |
|
“Get Ready! Upcoming News about the FedEx St. Jude Classic,” “The Sandwich Generation” and “What is Self-Funding?"
|
Jul 26, 2025 |
|
“Economy: What is on the Horizon?” “What is the iStopMM Initiative?” and “Fundamentals”
|
Jul 19, 2025 |
|
“Turning Equity Into Opportunity,” “Insurance Tips for New Homebuyers,” and “Answering Your Questions”
|
Jul 12, 2025 |
|
“Medicare Coverage while Traveling Internationally,” “Managing Your Health in the Heat,” “Warning Signs for Senior Abuse and Scams,” and “SCAM SCHOOL: Stay Alert!”
|
Jul 07, 2025 |
|
"Why Your Health Insurance Premiums Keep Going Up - What Can You Do?" and “Designing a Well – Rounded Financial Strategy for Young Parents”
|
Jun 28, 2025 |
|
“Update on the Market,” “Things the Commercials Don’t Tell You,” and “Items Not Covered by Medicare”
|
Jun 21, 2025 |
|
"Dividing the Dollars - Divorce and Finance" and "Home and Auto Insurance Changes in 2025"Tips for Finding the Best Rates for Insurance"
|
Jun 14, 2025 |
|
“Key Questions to Consider When Selecting a Financial Professional,” “Financial Basics,” and “Scam School: Updates on Recent Local Scams”
|
Jun 07, 2025 |
|
“Washington – On the Hill,” “Savvy Strategies for Your Health Savings Account,” and “Important Investment Lessons”
|
May 31, 2025 |
|
“Healthcare Economics and the Crisis We Face” and “Social Security- Are there any upcoming changes?”
|
May 24, 2025 |
|
“Disability Insurance and Why This is Important” and “Scam School - The Most Recent Known Local Scams”
|
May 17, 2025 |
|
“Principles and Pitfalls of Investing,” “What is Aging in Place?” and “Reviewing the Basics”
|
May 10, 2025 |
|
“Getting Financially Fit,” “Long-Term Care: Why it Should be Part of Your Financial Strategy,” “More Answers to Your Questions”
|
May 03, 2025 |
|
“Update on Social Security for 2025; Silencing the Noise” and “Ways to Stay Confident in Retirement”
|
Apr 26, 2025 |
|
“Update on the Economy – What is on the Horizon?” and “The Language of the Market - Bankruptcy”
|
Apr 19, 2025 |
|
“Empowering Homebuyers,” “Tips for Finding the Best Rates for Insurance,” and “Update on the Economy”
|
Apr 12, 2025 |
|
“Elder Abuse; and How to Manage Elder Scams” and “Welcome to Scam School – It is Time to Get the Real ID”
|
Apr 05, 2025 |
|
“Changes in Social Security for 2025” and “Social Security Myths That Can Shortchange Clients”
|
Mar 29, 2025 |
|
“March is Multiple Myeloma Action Month: How can you get involved?” and “The Importance of Special Needs Planning”
|
Mar 29, 2025 |
|
"Update on the Economy" and "Exploring Your Multiple Myeloma Clinical Trial Options"
|
Mar 24, 2025 |
|
“Aging in Place’ and “Welcome to Scam School – Stay Alert!”
|
Mar 08, 2025 |
|
“Why did I Choose a Career as a Financial Professional?” and “Questions to Ask When Selecting a Financial Professional”?
|
Feb 22, 2025 |
|
“What Are You Doing with Your Tax Refund,” and “Scam School: Lost or Stolen Identity, Credit Card Skimmers, and Credit Reports”
|
Feb 15, 2025 |
|
“Aging with Dignity: What are Your Five Wishes” and “Investing is FUN(damental)”
|
Feb 08, 2025 |
|
“Insurance; How Could the Current Fires Affect Our Coverage?” and “Teaching College Students About Finance”
|
Feb 01, 2025 |
|
“The Economy; What is on the horizon?” and “Keys to Successful Self-Funded Health Plans”
|
Jan 25, 2025 |
|
“Mid-South Mission of Mercy,” “What Lies Ahead in 2025,” and "Getting Financially Fit"
|
Jan 18, 2025 |
|
"Warning Signs of Senior Abuse" and “Scam School; Stay Alert in 2025”
|
Jan 11, 2025 |
|
“Getting Financially Fit,” “Long-Term Care: Why it Should be Part of Your Financial Strategy,” “More Answers to Your Questions”
|
Jan 04, 2025 |
|
“5 Favorable Financial Habits”, “Social Security – Myths That Can Shortchange Clients” and “Fundamentals”
|
Dec 28, 2024 |
|
“A Time to Share ….. Christmas Memories and Traditions"
|
Dec 21, 2024 |
|
“Social Security for 2025; What Lies Ahead?” and “Getting Financially Fit”
|
Dec 14, 2024 |
|
“Winter’s Coming,” “Scam School and Holiday Scams; Shop Safe and Shop Smart!”
|
Dec 07, 2024 |
|
“Predatory Lending; Beneficial or Destructive?” and “Strategies to Maximize Your Credit Card Rewards”
|
Nov 30, 2024 |
|
“Baby Steps; Your First Financial Steps” and "Risk & Rewards: The Insurance Breakdown"
|
Nov 23, 2024 |
|
“Bringing Clarity to Medicare – Open Enrollment,” “What is Going on in the Insurance Industry?”
|
Nov 16, 2024 |
|
“Economic Update; What Happens Now?” and “Stay Alert! Medicare Scams, Text Scams, Fraudulent Emails, and TSA PreCheck Scams”
|
Nov 09, 2024 |
|
“Aging with Dignity: What are Your Five Wishes” and “What are the Differences in Boomers and Millennials?”
|
Nov 02, 2024 |
|
“Medical Bills: Are They Correct?,” “Helping Young Parents with Designing a Well-Rounded Financial Plan,” and “Key Questions When Selecting an Advisor”
|
Oct 26, 2024 |
|
"Bringing Clarity to Medicare: Open Enrollment” and “Insurance: What is going on?”
|
Oct 19, 2024 |
|
“Importance of Active Management in Fixed Income Investing" and “Investing in Experiences vs. Investing in the Future"
|
Oct 12, 2024 |
|
"Ways To Catch Up On Retirement Savings," and "Helping in the Aftermath of Hurricane Helene"
|
Oct 05, 2024 |
|
“Predatory Lending; Beneficial or Destructive?” and “Strategies to Maximize Your Credit Card Rewards”.
|
Sep 28, 2024 |
|
“How is the AI World Changing?,” “Stock Market Basics” and “Fundamentals”
|
Sep 21, 2024 |
|
“Aging with Dignity: What are Your Five Wishes” and “Investing is FUN(damental)”
|
Sep 14, 2024 |
|
“Things to Consider if You Want to Age in Place,” “Scam School: Understanding Privacy Policies, Navigating Political Calls & Texts, and Identifying Fake Job Offers”
|
Sep 07, 2024 |
|
“Update on Social Security for 2024,” “How to Select an Advisor,” and “More about the Fundamentals”
|
Sep 05, 2024 |
|
“The Hill…Washington Update,” “Questions Employers Should be Asking at Renewal Time of their Group Health Plan” and “Fundamentals”
|
Aug 24, 2024 |
|
“Insurance! What is Going On in the Home and Auto Industry?,” “Fundamentals: Teaching College Kids About Finance,” and “More Answers to Your Questions”
|
Aug 17, 2024 |
|
“Preparing for Retirement,” “Do You Want to ‘Age in Place’?” and “Money Management Principles”
|
Aug 10, 2024 |
|
“The Great Spending Balance,” "SCAM School,” and “More Answers”
|
Aug 03, 2024 |
|
“Update on the Economy”, “Finances and Marriage”, and “How to Choose a Caregiver”
|
Jul 20, 2024 |
|
“How is the AI World Changing?,” “Stock Market Basics” and “Fundamentals”
|
Jul 13, 2024 |
|
“Insurance! What is Going on in the Home and Auto Industry?”, “Fundamentals” and “SCAM SCHOOL – Stay Alert”
|
Jul 10, 2024 |
|
“What are Some of the Biggest Issues Facing Business Owners from an Insurance Perspective,” “Emotional Stages of Retirement"
|
Jun 29, 2024 |
|
“The Latest News from Washington and the Hill" and “More News about the Economy”
|
Jun 22, 2024 |
|
“Controlling Health Care Cost,” “Scam School – Spam Texts and Emails," and “Reviewing the Fundamentals”
|
Jun 08, 2024 |
|
“Differences in Permanent vs. Term Life Insurance,” “Investing,” and “Latest Developments in the Home & Auto Market.”
|
Jun 01, 2024 |
|
“Seven Principles of Long-Term Investing,” “AT&T Data Breech,” and “Reviewing the Fundamentals”
|
May 25, 2024 |
|
“Update on Social Security for 2024”, “Tips on How to Talk to Your Aging Parents about Money and Care”, “Review the Fundamentals” and “Estimated Cost of Fictitious Megastructures”
|
May 21, 2024 |
|
“Healthcare Fiduciary Responsibilities,” “Scam School – Customs & Border Protection Imposters and Scam Recovery Scams,” “Review the Fundamentals”
|
May 04, 2024 |
|
“Preparing for Retirement”, “Aging in Place; Things to Consider”, “Review the Fundamentals”
|
Apr 27, 2024 |
|
“Economic Update,” “Renaissance Market Update,” “More Answers to Your Questions”
|
Apr 22, 2024 |
|
”1st Quarter Review”, “Scam School” and the “BBB Risk Report for 2023” and “More Answers to Your Questions”
|
Apr 06, 2024 |
|
” Permanent vs Term Life Insurance,” “Update on the Home and Auto Industry,” and “More Answers to Your Questions”
|
Apr 01, 2024 |
|
”Strategies for Special Needs,” “What Does a Financial Planner Bring to the Table?” “More Answers to Your Questions”
|
Mar 23, 2024 |
|
”Answers to your Questions,” “What is Multiple Myeloma Action Month,” and “Celebrate with the upcoming Mid-America Passion Play.”
|
Mar 16, 2024 |
|
” Costly Medicare Mistakes You Should Avoid,” “Estate Planning Mistakes,” and “Scam School – Data Breaches”
|
Mar 11, 2024 |
|
“Predictions for 2024”, “Identifying Senior Abuse”, and “Investment Fundamentals”
|
Mar 05, 2024 |
|
“Looking Back and Looking Ahead”, “Social Security for 2024”, and “Investment Fundamentals”
|
Feb 24, 2024 |
|
“What are You Doing with Your Refund?”, “Slow Down – Watch for Red Flags,” and “Investing Basics”
|
Feb 10, 2024 |
|
“6 Questions to Ask When Touring a Retirement Community”, “Why Does the Market Behave the Way it Does”, and “Fundamentals of Investing”.
|
Feb 06, 2024 |
|
“Pitfalls of Investing”, “Update on the Economy” and “Fundamentals of Investing”
|
Jan 22, 2024 |
|
“Mid-South Mission of Mercy,” “What Lies Ahead in 2024”, and “Fundamentals of Investing”.
|
Jan 18, 2024 |
|
“2024 New Year’s Resolutions”, “Scam School”, “The Property Insurance Market”.
|
Jan 05, 2024 |
|
“2023 In the Rear View”, “Imposter Scams for Senior Adults”, and “Answers to Your Questions”
|
Jan 03, 2024 |
|
“A Time to Share - Christmas Memories and Traditions”
|
Dec 26, 2023 |
|
“Getting Financially Fit, “Student Loan Debt” and “Designing a Well-Rounded Financial Plan”
|
Dec 16, 2023 |
|
“Threats That Could Derail Retirement,” “Shop Smart, Shop Safe – Holiday Scams,” and “Answers to your Questions.”
|
Dec 12, 2023 |
|
“Possible Tax Changes for 2026”, “Reasons You May Go Broke in Retirement and How to Avoid Them”, and “Answers to your Questions."
|
Dec 02, 2023 |
|
“Taking a Look Inside Washington”, “Update on the Economy” and “Fundamentals”
|
Nov 27, 2023 |
|
“Social Security for 2024”, “Facts About Medicare Open Enrollment” and “Answers to your Questions”
|
Nov 18, 2023 |
|
“Developing a Well-Rounded Financial Plan,” “Answers to your Questions,” and “10 Tips for Family Caregivers"
|
Nov 11, 2023 |
|
What are your “Five Wishes,” “Scam School – Be on the Alert,” “Answers to Your Investment Questions”
|
Nov 06, 2023 |
|
What would be your “Five Wishes,” “Scam School – Be on the Alert,” “Answers to Your Investment Questions”?
|
Nov 04, 2023 |
|
“Why did I Choose a Career as a Financial Professional?” and “Questions to Ask When Selecting a Financial Professional”?
|
Oct 28, 2023 |
|
“Update on the Economy,” “Managing the Managers” and “Answers to More Questions”
|
Oct 25, 2023 |
|
“The Importance of Active Management in Fixed Income Investments”, “Answers to your Questions”, “The Design of Your Health Care Plan”.
|
Oct 25, 2023 |
|
“Elections and the Market,” “Fundamentals of Investing,” and “Scam School – Stay Alert”
|
Oct 07, 2023 |
|
“Federal Reserve Projections and Thoughts", “Answers to your Questions", and “What to know about Student Loans”.
|
Oct 02, 2023 |
|
"Warning Signs of Senior Abuse", "Methods of Implementing a Good Health Plan", and "Answers to your Financial Questions."
|
Sep 29, 2023 |
|
“Washington Update", "Estate Planning for Retirement”, and “Why Is Your Health Plan Designed to Benefit Everyone but YOU and YOUR Employees.”
|
Sep 26, 2023 |
|
“Life Planning for Retirement,” “Scam School – Medical Scams,” “Basics of Investing,”
|
Sep 13, 2023 |
|
“Planning for Retirement,” “Basics of Investing,” and “Questions to Ask When Selecting an Advisor.”
|
Sep 11, 2023 |
|
“What are Central Bank Digital Currencies?”, “Keys to Managing a Successful Self-funded Health Plan” and “More Answers to Your Questions.”
|
Sep 08, 2023 |
|
“Update on 2023 Social Security”, “Answers to Financial Questions”, and “News for the 2023 School Year”
|
Sep 08, 2023 |
|
"Perspectives on the Economy", "Fundamentals of Investing", "Golden Rules to Spot a Scam"
|
Aug 31, 2023 |
|
”Update on the Current Market’, ”Answers to your Questions”, and an ”Update on Healthcare Cost”
|
Jul 27, 2023 |
|
“Investment Pitfalls; Tips When Managing Money”, “More Answers”, and “Strangest Currencies in History”
|
Jul 21, 2023 |
|
New Information on ”AI - Artificial Intelligence”, ”Be Alert - Scam School” and ”Answering Questions about the Basics”
|
Jul 08, 2023 |
|
”Filing a Claim in the Mid-South - Using an Independent Agent”, ”The Basics”, and ”Senior Financial Abuse”
|
Jul 05, 2023 |
|
”Washington Update”, ”Stock Market Basics”, ”More about Portfolio Construction”, and ”Estate Planning Basics”
|
Jun 26, 2023 |
|
”Portfolio Construction”, ”Crypto and Gold”, and ”Strategies for Controlling Employer Healthcare Costs.”
|
Jun 22, 2023 |
|
”Update on Social Security”, ” How to Choose a Financial Professional” and ”Answers to Your Financial Questions”
|
Jun 15, 2023 |
|
”Tips on Money Management”, ”Issues Insurance Carriers Face”, and ”Scam School - Summer Tips”
|
Jun 14, 2023 |
|
”Thoughts on the US Dollar”, ”Can We Save Social Security & Medicare”, ”Principles of Long-Term Investing”
|
May 27, 2023 |
|
Reviewing the ”2023 Top 10 Predictions”, ”Help with College Funding” and more about ”AI - Artificial Intelligence”
|
May 26, 2023 |
|
”Strategies for Controlling Employer Healthcare Costs”, ”Scam School - Imposter Scams, Tips for Elders and Debt Scams in the Mid-South”
|
May 26, 2023 |
|
”Update on the Economy”, ”Answers about ESG Investing”, and ”Five Fundamental Money Management Principles”
|
May 26, 2023 |
|
”Savings Strategies”, ”Concerns About Artificial Intelligence”, ”Taking Control of Healthcare Expense” and ”The Rollercoaster Mind Diagnosis”
|
May 25, 2023 |
|
”Current News in the Economy”, ”Getting Financially Fit” and ”How You Can Use Long-Term Care as Part of Your Financial Strategy”
|
Apr 27, 2023 |
|
”Savvy Strategies for your HSA”, Resetting for Q2”, ”Scam School” and ”The Richest Characters in Fictional History.”
|
Apr 14, 2023 |
|
”What you need to know about Home and Auto Insurance”, ”Why Annuities ” and ”Keeping the Fundamentals.”
|
Apr 06, 2023 |
|
”How to Choose a Retirement Strategy”, ”Update on the Market” and ”2023 Passion Play”
|
Mar 28, 2023 |
|
” More about the Strategy”,” Managing the Managers”, and ”Multiple Myeloma Action Month - What is Your Myeloma Story?”
|
Mar 23, 2023 |
|
”2023 Social Security Update”, ”Estate Planning Basics: What You Need to Know” and ”Buy -Sell-Or-Stay” Real Estate in the Mid-South.
|
Mar 11, 2023 |
|
”Update from Washington”, “Stay the Course”, and ”Scam School... Data Breeches and Social Media”.
|
Mar 04, 2023 |
|
”What is the ChatGPT Tool?” ”How Does 2023 Look So Far?” and ”Surviving a Market Correction”.
|
Feb 25, 2023 |
|
”Why Does the Market Behave the Way It Does?” and ”Perspectives on the Economy and the Market.”
|
Jan 31, 2023 |
|
”Update on the Economy” and ”Investment Pitfalls and Fundamentals”
|
Jan 21, 2023 |
|
”Mid-South Mission of Mercy”; Do you have ”Confidence in Retirement” and ”Things You May Not Know about Social Security.””
|
Jan 17, 2023 |
|
”Information You Need for a Fraud Free 2023” and it is time for ”Medicare Advantage Open Enrollment”
|
Jan 09, 2023 |
|
Are you ”Looking Forward to 2023” and ”Getting Financially Fit”?
|
Jan 05, 2023 |
|
Favorite Christmas Memories from our Shoemaker Family
|
Jan 05, 2023 |
|
”Current News in Washington”, ”Holiday Scams” and ”Tips on Caring for an Aging Parent”
|
Dec 17, 2022 |
|
”Tips on Tax Strategies for Year End”, ”Medicare and Healthcare”, ”Scam School and the Holiday Season”
|
Dec 10, 2022 |
|
”Answers to Your Long-Term Care Questions” - ”Getting Financially Fit”. - ”Things about Social Security You May Not Know”
|
Dec 06, 2022 |
|
Is Investing affected by Behavior Bias and Memphis Leadership Foundation - History, Growth and Ministry.
|
Nov 30, 2022 |
|
We all need ”Survival Tips for the Bear Market” and Exciting News about the upcoming ”Singing Christmas Tree”
|
Nov 21, 2022 |
|
”Blue Oval City”, ”Medicare- Understanding Your Options” and ”Responding to Rising Interest Rates”
|
Nov 12, 2022 |
|
”This Week in Washington”, ”Updates on the Job Market”, and ”Scam School”
|
Nov 05, 2022 |
|
”Ways to Prepare for an Unusual Recession” and ”Common Market Questions Clients Ask”
|
Oct 29, 2022 |
|
”Current Economic Update”, ”Basics of Investing” and more on ”Pharmacy Benefits”
|
Oct 18, 2022 |
|
”Money Management Principles” and ”It’s Time for Scam School”. Keeping your identity safe!
|
Oct 08, 2022 |
|
”Don’t Panic” - ”How to Survive a Market Correction” and Does your family know your ”Five Wishes”?
|
Oct 01, 2022 |
|
”Current News in Washington”, ”Fundamentals of Investing” and ”Examining Transparent Pharmacy Benefits”
|
Sep 17, 2022 |
|
”The Great Recession & the Job Market”; ”Shopping Safe-Shopping Smart”; ”Keeping Seniors Safe From Financial Abuse”
|
Sep 14, 2022 |
|
”Knowing Investment Pitfalls” and ”More about the New Tax Legislation”
|
Sep 06, 2022 |
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”Market Update and What the Future May Look Like” and ”Healthcare vs. Health Insurance”
|
Aug 26, 2022 |
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All you need to know about Social Security and College Funding. Learn how ARISE2Read is changing the lives of Children.
|
Aug 20, 2022 |
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ESG Investing and How to Cope with Returning to School
|
Aug 17, 2022 |
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”Fundamentals of a Financial Strategy”, ”How to Avoid Tax Traps in Social Security” and ”SCAM SCHOOL - What we need to know.”
|
Aug 08, 2022 |
|
Stock Market Basics, What Questions Should you Ask your Financial Advisor and AngelStreet Memphis Summer Update
|
Jul 30, 2022 |
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Roller Coaster Economy and Why Women Stress Over Finances
|
Jul 22, 2022 |
|
Know the Pitfalls and Fundamentals of Investing and hear the exciting updates from the Memphis Leadership Foundation
|
Jul 15, 2022 |
|
”Washington Update”, Updates on ”Elder Abuse” and how to stay alert for new ”Imposter Scams”
|
Jul 08, 2022 |
|
Stock Market Basics, What you need to know about Annuities and Estate Planning Basics
|
Jun 28, 2022 |
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Investing, Constructing your Portfolio and ARISE2Read: How to help children in Memphis learn to read!
|
Jun 20, 2022 |
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Do you know the Fundamentals of Investing? Do you have Misconceptions about Investing or about Bonds?
|
Jun 13, 2022 |
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Money Management, Benefits that Help Attract/Retain Top Talent and New BBB Scams - Charity and Graduation Scams
|
Jun 07, 2022 |
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Market Update and Principles of Long-Term Investing. Can you calculate your COLA for Social Security?
|
May 27, 2022 |
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2022Changes in Social Security, Reasons you Might go Broke in Retirement and Upcoming Summer Events at NCC
|
May 27, 2022 |
|
Managing Your Money, Rising Interest Rates and Taking Control of your Companies Healthcare Expense
|
May 27, 2022 |
|
Getting Financially Fit and Severe Weather Events and your Insurance Company
|
May 27, 2022 |
|
What are your Five Wishes? How to understand the Fundamentals of Investing and the Market
|
May 25, 2022 |
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How these can affect your life? Fundamentals of Money Management, College Funding, and Divorce and Money
|
May 20, 2022 |
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Can you Survive a Financial Meltdown? Have you been hit with a SCAM? Can you control your companies healthcare expense?
|
May 20, 2022 |
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Do you need ways to lower your tax bill or to give charitable contributions? Also join special guest, Ben Taylor, with important information about MidSouth Mission of Mercy
|
Apr 04, 2022 |
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Retirement Strategies and International Conflict and Dr. Jim Whitmire gives details about the upcoming ”Passion Play”.
|
Mar 30, 2022 |
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What Does the Ukraine Conflict Mean for Your Money and Portfolio? ”Financial Wellness”
|
Mar 23, 2022 |
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Estate Planning and Avoiding Common Planning Mistakes, Can I take a Lump Sum from my Social Security?
|
Mar 14, 2022 |
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”Russia Invades Ukraine”, ”Update on the Economy” and ”What is a ’Money Mule’?”
|
Mar 03, 2022 |
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COVID’s Effects on the Family, Fundamentals of Investing, and more Tips on Managing your Money Managers
|
Feb 21, 2022 |
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Changes in Social Security, Prepping for Retirement and the Bucket Approach.
|
Feb 11, 2022 |
|
Be on the look out for Tax Identity Theft and Elder Financial Abuse
|
Feb 11, 2022 |
|
”Update on the Economy”, ”What is going on in the market” and ”How can you use Social Security in your Financial Strategy”.
|
Feb 01, 2022 |
|
Bob Doll’s ”Top Ten Predictions for 2022”, and What are ESG Investments
|
Feb 01, 2022 |
|
Inflation in 2022, Watch for New Year Scams and Winter Weather Planning for Homeowners
|
Jan 10, 2022 |
|
What are some Principles of Long-Term Investing, Managing the Managers and what is AngelStreet?
|
Jan 10, 2022 |
|
Are you Really Ready to Retire? What are the signs?, Evaluating Risk, What to do if you missed Medicare Enrollment!
|
Dec 14, 2021 |
|
Giving Back with Efficient Giving, Update on the Neighborhood Christian Center and Congress and Tax Laws
|
Dec 14, 2021 |
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What to Do in 2022! Portfolio Design, Tax Laws and Update on Medicare Enrollment
|
Dec 10, 2021 |
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Social Security & Medicare: What has Changed?, It is almost time - Common Tax Errors to Avoid and Tax Planning.
|
Dec 10, 2021 |
|
Tips on Estate Planning, Ways to Lower your Auto Premium and How to Handle Divorce and Money
|
Dec 10, 2021 |
|
”Take Charge of Your 401k”, ”Principles of Personal Finance” and ”The Importance of Giving Back”
|
Nov 19, 2021 |
|
Getting Financial Fit, More About Elder Abuse and What is New with Medicare Enrollment
|
Nov 19, 2021 |
|
Economic Update by Rusty Leonard, Life Planning for Retirement and Using your Social Security in your Financial Strategy
|
Nov 08, 2021 |
|
News about Elder Financial Mistreatment, Employment and Fake Check Scams and How Do You Teach College Students about Money
|
Nov 08, 2021 |
|
Update on Economy, What to look for when selecting an Advisor, and Fundamentals of Wealth Management
|
Oct 13, 2021 |
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Economic Update, Wealth Management and How to Select a Financial Advisor
|
Oct 13, 2021 |
|
Biden Tax Proposal , Five Ways to Stay Confident and Tips for Dealing with Home Insurance Claims
|
Oct 13, 2021 |
|
”Serving Our Seniors”, ”What the Investment Media is Pushing”, ”Managing the Managers”
|
Oct 01, 2021 |
|
“Biden Policies”, “Social Security Update”, “Job Ministry - Starting a Career during a Pandemic”
|
Oct 01, 2021 |
|
“What Investing Is and Why it is So Simple”, ”Why LTC should be part of your LT Financial Strategy”, “IMF and SDR Program
|
Oct 01, 2021 |
|
“Probate”, “Elder Abuse and Exploitation”, “Estate Planning Basics”, "Healthcare Update"
|
Aug 27, 2021 |
|
Social Security & Medicare Update for 2021: What has Changed, “Stock Market Basics”, “Must Know’ FAQs on Social Security”
|
Aug 24, 2021 |
|
"Taw Presentation", "What the Media is Pushing & What you Need to Know", "Managing the Managers"
|
Aug 24, 2021 |
|
“Scam Tracker”, Neighborhood Christian Center, “Signs You Are Ready To Retire"
|
Aug 24, 2021 |
|
“Update on the Economy”, "Fundamentals of Investing", Arise2READ
|
Aug 24, 2021 |
|
“Update on the Economy”, “How Much is Enough to Retire?”, “Career Transitioning”
|
Aug 24, 2021 |
|
"Update on Health Care Benefits", "Group Benefits", “Improving Your Financial Literacy", “Celebrating 8 years of helping children in Memphis, Upcoming Plans”
|
Aug 24, 2021 |
|
Three Challenges to Retirement Income Planning, Why Good Credit is Important, Identity Theft
|
Aug 24, 2021 |
|
"Newlyweds and Finances”, “Fundamentals of Successful Wealth Management”, The Miracle League
|
Jun 22, 2021 |
|
“Strategies to Maximize Your 401k”, “Common Investing Misconceptions”, “The Husband Institute”
|
Jun 22, 2021 |
|
“Misconceptions about Bonds and Selecting the Best Portfolio for your Risk”, “Is it Covered?”
|
Jun 03, 2021 |
|
"Market Update", "Divorce and Money", and "Getting Financially Fit"
|
Jun 02, 2021 |
|
Cyber Security, Fundamentals of Investing, Poverty and Education
|
May 20, 2021 |
|
Retirement, How to Select and Advisor, and FEMA and COVID-19
|
May 10, 2021 |
|
Health Care Updates, Behavior Biases, Love Languages
|
May 10, 2021 |
|
"Update on the Economy", "Economy", "College Funding"
|
May 06, 2021 |
|
"Serving Our Seniors", "Managing Our Managers", "What the Media is Pushing"
|
May 06, 2021 |
|
“Risk Management”, “Investment Behavior Biases”, “Must Know FAQs About Social Security”
|
May 06, 2021 |
|
"Ways To Celebrate Valentines", "Strategies to Maximize Your 401k", "Common Investing Misconceptions"
|
Mar 23, 2021 |
|
"Tips on Buying a Home in 2021", "What Does an Investment Manager Do?", "Serious Questions to Ask Before you Retire"
|
Mar 23, 2021 |
|
"Serving Our Seniors", "What the Investment Media is Pushing", "Managing the Managers"
|
Mar 23, 2021 |
|
“Investing from a Strategy & the Sequential Investing Hierarchy”, "Market Place", “Imposter and COVID Scams”
|
Mar 01, 2021 |
|
“Post-Election Update”, “Common Investing Misconceptions”, “2021 Tax Planning”
|
Jan 06, 2021 |
|
Popular Misconceptions about Bonds, Portfolio Construction, Selecting the Portfolio Mix Best Suited to Your Risk-Taking, Charitable Giving
|
Jan 06, 2021 |
|
“How to Handle Stress During the Holidays”, “Estate Planning Basics”, “Avoiding Common Estate Planning Mistakes
|
Dec 01, 2020 |
|
Medicare Open Enrollment, 7 Deadly Sins of Investing, The Husband Institute
|
Nov 17, 2020 |
|
"Must Know FAQs on Social Security" and "Elder Financial Abuse"
|
Oct 20, 2020 |
|
Medicare Open Enrollment, Estate Planning Basics, and Avoiding Common Estate Planning Mistakes
|
Oct 06, 2020 |
|
2020 Presidential Election / Portfolio Construction
|
Sep 12, 2020 |
|
Questions to Ask Before You Retire / Behavior Biases / COVID-19 and the Family
|
Sep 05, 2020 |
|
Medicare /What To Do Before Buying a Home/ Home Insurance- Is It Covered
|
Aug 29, 2020 |
|
Social Security and Covid-19 / Christian Neighborhood Center / What Not To Do When Investing in the Market
|
Aug 22, 2020 |
|
Special Needs Planning / Elder Financial Abuse / Selecting An Advisor
|
Aug 15, 2020 |
|
ARISE2Read / College Funding / Covid and Retirement
|
Aug 08, 2020 |
|
Fraud and Covid-19 / Update on Covid Healthcare / Avoid Common Estate Planning Mistakes
|
Aug 01, 2020 |
|
Must Know FAQs about Social Security / Update on the Economy
|
Jul 25, 2020 |
|
Aging With dignity / Credit Repair / What To Do If You Have An Automobile Accident
|
Jul 18, 2020 |
|
2020 Predictions / Selecting the Best Portfolio Mix Suited to Your Risk Taking Temperament
|
Jul 11, 2020 |
|
Memphis Housing Market Update / Final Stages of the CARE Act
|
Jul 04, 2020 |
|
Newlyweds - For Richer or Poorer / 5 Questions You Should Ask Before You Retire
|
Jun 26, 2020 |
|
What Does An Investment Manager Do?/ Duties of a Chaplain in a Correctional Institution
|
Jun 20, 2020 |
|
Elder Financial Abuse
|
Jun 17, 2020 |
|
What Investing Is and Why It Is So Simple / Mutual Funds - Advantages
|
Jun 06, 2020 |
|
Covid's Effect on Home & Auto / Covid Healthcare Update / Memphis Leadership Foundation
|
May 30, 2020 |
|
Covid and Your Social Security / How to Select an Advisor
|
May 23, 2020 |
|
Protecting your credit during a pandemic / Economic effects of Covid-19
|
May 13, 2020 |
|
Care Plan for Older Adults and Children / To-Do Lists for Surviving Spouses
|
May 09, 2020 |
|
Covid-19 Stresses on Children /How to Stay Calm During a Financial Crisis
|
Apr 29, 2020 |
|
BBB Warning of New Scams / What to do if you get laid off?
|
Apr 22, 2020 |
|
Psychological Affects of Covid-19 / Career Transitioning / Info on CARES Act
|
Apr 16, 2020 |
|
Angel Street Ministries / Information on CARES Act and COVID-19
|
Apr 08, 2020 |
|
Market Update, Covid-19 Outreach and CARES Act
|
Apr 01, 2020 |
|
Market and Healthcare Update
|
Mar 25, 2020 |
|
Corona-virus & Market Volatility
|
Mar 18, 2020 |
|
Eldercare / Leadership Memphis Ministries
|
Mar 04, 2020 |
|
Social Security / Millennial Money Management Tips
|
Feb 26, 2020 |
|
Marriage and Money / Ways a Financial Pro Can Add Value
|
Feb 12, 2020 |
|
Update on the Economy / Top Financials Worries of Americans
|
Feb 05, 2020 |
|
2020 Health Care Update / Reasons Americans Are on the Road to Better Financial Health
|
Jan 29, 2020 |
|
Mid-South Mission of Mercy / What is Income Protection
|
Jan 21, 2020 |
|
2020 Predictions / Misconceptions About Bonds
|
Jan 15, 2020 |
|
Post Christmas Scams / Top Financial Worries
|
Jan 08, 2020 |
|
Christmas Memories
|
Dec 25, 2019 |
|
The Five Phases of Retirement / 2020 Tax Planning
|
Dec 18, 2019 |
|
Millennial Money Management Tips / BBB of the Mid-South
|
Dec 12, 2019 |
|
Slimming Your Tax Bill for 2019 / Neighborhood Christian Center
|
Dec 05, 2019 |
|
Safety During the Holiday Season / How to Recognize Depression During the Holiday Season
|
Nov 27, 2019 |
|
2020 Social Security Update / How to Work with a Financial Professional
|
Nov 20, 2019 |
|
Property & Casualty / Crump Mortgage
|
Nov 13, 2019 |
|
Common Money Mistakes / Mid-South Better Business Bureau
|
Nov 06, 2019 |
|
Elder Care / Fear of Missing Out
|
Oct 30, 2019 |
|
10 Must Know FAQs on Social Security / To-Do List for Surviving Spouses
|
Oct 23, 2019 |
|
Update on the Economy / Ronnie Tullos Evangelistic Association
|
Oct 16, 2019 |
|
Common Questions Clients Ask About the Market
|
Oct 09, 2019 |
|
Turning 65: Which Health Plan is best for Me? / College Funding
|
Oct 02, 2019 |
|
Estate Planning Basics and avoiding Estate Planning Mistakes
|
Sep 25, 2019 |
|
The Most Regrettable Mistakes Retirees Made/5 Tips for Young Famlies
|
Sep 18, 2019 |
|
Social Security / Bellevue Loves Memphis
|
Aug 21, 2019 |
|
Debunking 10 Common Misconceptions about Retirement / How to Protect Yourself
|
Aug 14, 2019 |
|
6 of the Biggest Financial Regrets People Made / ARISE2Read
|
Aug 07, 2019 |
|
Seven Deadly Sins of Investing / Health Insurance Update / Property and Casualty
|
Jul 31, 2019 |
|
Update on the Economy / Better Business Bureau
|
Jul 24, 2019 |
|
Memphis Development / 6 Questions to Answer for Your Family before an Emergency
|
Jul 17, 2019 |
|
Market Update with Bob Doll / What Mutual Funds are and Their Advantages
|
Jul 10, 2019 |
|
Planning for the Unexpected / Neighborhood Christian Center
|
Jul 03, 2019 |
|
Common Money Mistakes Young Professionals Make/Why Good Credit Is Important
|
Jun 26, 2019 |
|
What Does an Investment Manager Do? / Investment Strategy and Portfolio Construction
|
Jun 19, 2019 |
|
Safety In Our Community /Cyber-security
|
Jun 12, 2019 |
|
ARISE2Read and Challenges Facing Women Investors
|
Jun 05, 2019 |
|
Fear of Missing Out FOMO and Eldercare
|
May 29, 2019 |
|
Estate Planning Basics and Avoiding Estate Planning Mistakes
|
May 22, 2019 |
|
Social Security / Steps to Improving Financial Literacy
|
May 15, 2019 |
|
Questions to Ask Before Retirement / Tips for New Home Buyers
|
May 08, 2019 |
|
What Investing Is - Why it's Simple / Common Questions Clients Ask About the Market
|
May 01, 2019 |
|
2019 Health Insurance Update / Property and Casualty
|
Apr 24, 2019 |
|
Update on Economy / Angel Street
|
Apr 17, 2019 |
|
Identity Theft / Guardrails to Financial Safety
|
Apr 10, 2019 |
|
Biggest Financial Regrets People Have Made / Mid-America Passion Play
|
Apr 03, 2019 |
|
2019 Health Insurance Update / Efficient Giving
|
Mar 27, 2019 |
|
Questions to Ask Before Retirement / Tips for New Home Buyers
|
Mar 20, 2019 |
|
Tax Cut & Jobs Act/Tax Preparation and Tips for New Home Buyers
|
Mar 13, 2019 |
|
College Funding and Social Security
|
Mar 06, 2019 |
|
Power of the Purse and 2019 Health Insurance Update
|
Feb 27, 2019 |
|
Steps to a Financial Plan and Investment Strategy & Portfolio Construction
|
Feb 20, 2019 |
|
The Difference in Generational Mindsets Regarding Finances and Memphis Leadership Council
|
Feb 13, 2019 |
|
Elder Financial Abuse and Insurance 101
|
Feb 06, 2019 |
|
2019 Health Insurance Update ? Property & Casualty Insurance
|
Jan 30, 2019 |
|
Mission of Mercy / How to Improve Financial Literacy
|
Jan 23, 2019 |
|
Common Questions Clients Ask About the Market
|
Jan 16, 2019 |
|
Marriage & Money / Reasons to Contact Your Advisor
|
Jan 09, 2019 |
|
Getting Financially Fit and Financial Resolutions for the New Year
|
Jan 02, 2019 |
|
How to use SS in your financial strategy and strategies to maximize your 401K
|
Dec 12, 2018 |
|
Mistakes to avoid when buying life insurance
|
Dec 05, 2018 |
|
Year End Tax Tips and Medicare
|
Nov 28, 2018 |
|
2018 Social Security Update / Healthcare and Medicare Update
|
Nov 14, 2018 |
|
Elder Financial Abuse / Things to Consider When Selecting a Trustee
|
Nov 07, 2018 |
|
Update on the Economy10.17
|
Oct 17, 2018 |
|
Selecting a Portfolio Mix and Stock Market Basics
|
Oct 10, 2018 |
|
Efficient Giving and It's All About the Fundamentals
|
Oct 03, 2018 |
|
Home & Auto Update / Larry Lloyd - Memphis Leadership
|
Sep 26, 2018 |
|
Ronnie Tullos Association / Steps for Improving your Financial Literacy
|
Sep 12, 2018 |
|
Shopping for Safety in Your Emergency Fund and Seven Deadly Sins
|
Sep 05, 2018 |
|
2018 Health Insurance Update and Angel Street Ministries
|
Aug 29, 2018 |
|
Financial Needs for Special Needs Families and Chief Financial Concerns for Americans
|
Aug 22, 2018 |
|
Things to Consider when Selecting a Trustee / Elder Abuse
|
Aug 15, 2018 |
|
Reasons you need a strategy and ARISE to Read
|
Aug 01, 2018 |
|
Preparing for College and 2018 Healthcare and P & C Update
|
Jul 25, 2018 |
|
Planning for the Unexpected / Update on the Economy 7.18
|
Jul 18, 2018 |
|
Reasons to contact your Advisor / 7 Deadly Sins of Investing
|
Jul 11, 2018 |
|
Guardrails to Financial Success / Health Care Update
|
Jun 27, 2018 |
|
2018 Social Security / Neighborhood Christian Center
|
Jun 20, 2018 |
|
Avoiding Common Estate Planning Mistakes and Insurance 101
|
Jun 13, 2018 |
|
IRAs, 401(k)s, and Social Security: A Retirement Primer and Health Care Update
|
Jun 06, 2018 |
|
Shopping for Safety in Your Emergency Fund and 7 Deadly Sins of Investing
|
May 30, 2018 |
|
Selecting a Portfolio Mix and Elder Care
|
May 23, 2018 |
|
Your Personal Pension: The Ins and Outs of IRAs and 2018 Social Security
|
May 16, 2018 |
|
Stock Market Basics and Angel Street
|
May 09, 2018 |
|
What Investing Is - Why its Simple / Common Questions About the Market
|
May 02, 2018 |
|
Common Misconceptions About a Career as an Advisor and 2018 Health Insurance Update
|
Apr 25, 2018 |
|
Arise2Read and "Saving For and On the Cost of College"
|
Apr 18, 2018 |
|
What Mutual Funds Are and Their Advantage and Market Update
|
Apr 11, 2018 |
|
MLK 50th Anniversary, Financial Literacy and Life Planning for Retirement
|
Apr 04, 2018 |
|
:6 Serious Questions You Need to Answer Before You Retire and P& C Coverage
|
Mar 28, 2018 |
|
College Funding and Mid-America Passion Plan
|
Mar 21, 2018 |
|
Investment Strategy & Portfolio Construction / Steps to a Financial Plan
|
Mar 14, 2018 |
|
Social Security and Reasons you need a Strategy
|
Mar 07, 2018 |
|
Financial Wellness as an Employee Benefit /Long Term Care
|
Feb 28, 2018 |
|
What will you do with your tax return? Misconceptions about bonds
|
Feb 21, 2018 |
|
Marriage and Money / Power of the Purse
|
Feb 14, 2018 |
|
What is the Market doing? / Memphis Leadership Foundation
|
Feb 07, 2018 |
|
2018 Health Insurance Update / What to look for when selecting an advisor
|
Jan 31, 2018 |
|
Mission of Mercy / 3 Ways an Advisor can add value
|
Jan 24, 2018 |
|
Preparing for the Unexpected / Elder Care
|
Jan 17, 2018 |
|
Update on the Economy / Seven Deadly Sins
|
Jan 10, 2018 |
|
Tax Cuts and Job Act
|
Jan 03, 2018 |
|
Generational Trends in Retirement and Steps to long-term success and What is the Threat to Identity Theft?
|
Dec 29, 2017 |
|
Christmas Memories
|
Dec 22, 2017 |
|
Top Three Challenges to Retirement Income Planning and Healthcare Update
|
Dec 15, 2017 |
|
Probate and 9 Trends Increasing Your Clients Expectations
|
Dec 08, 2017 |
|
Challenges Facing women Investors
|
Dec 01, 2017 |
|
5 Mistakes to Avoid When Buying Life Insurance
|
Nov 17, 2017 |
|
College Funding and Planning
|
Nov 10, 2017 |
|
Why Clients Fail at Retirement and Healthcare Update
|
Nov 03, 2017 |
|
The Challenges Facing Women Investors
|
Oct 27, 2017 |
|
Quarterly Update with Rusty Leonard and Keith Quinn
|
Oct 20, 2017 |
|
6 Serious questions you need to answer before you retire
|
Oct 13, 2017 |
|
Obstacles to Wealth Accumulation
|
Oct 06, 2017 |
|
ARK Farms and Leaving a Legacy
|
Sep 29, 2017 |
|
DI Insurance and Why choose an advisor
|
Sep 22, 2017 |
|
Five Ways Americans Are on the Road to Better Financial Health
|
Sep 15, 2017 |
|
FMT 9.8.1
|
Sep 08, 2017 |
|
Trusts and Revocable Living Trust,
|
Sep 01, 2017 |
|
Market Update with Bob Doll
|
Aug 25, 2017 |
|
Social Security and Your Future
|
Aug 18, 2017 |
|
Elder Care and Healthcare Update
|
Aug 11, 2017 |
|
Top 5 Mistakes Owners Make When Promoting from Within and DOL
|
Aug 04, 2017 |
|
Money and Mariage
|
Jul 28, 2017 |
|
Update on the Economy 7.21.17
|
Jul 21, 2017 |
|
Shining a Light of Hope and Insurance 101 7.14.17
|
Jul 14, 2017 |
|
Update on Economy and Healthcare 7.7.17
|
Jul 07, 2017 |
|
Credit 101 and Questions to Ask When Selecting an Advisor 6.30.17
|
Jun 30, 2017 |
|
Life Planning for retirement 6.23.17
|
Jun 23, 2017 |
|
Things to Consider when Selecting a Trustee 6.16.17
|
Jun 16, 2017 |
|
6 Issues about Retirement Income Planning You Should Know 6.9.17
|
Jun 09, 2017 |
|
12 Reasons you need a Strategy 6.2.17
|
Jun 02, 2017 |
|
Social Security and Your Future 5.26.17
|
May 26, 2017 |
|
Constructing your Portfolio and Healthcare Update 5.19.17
|
May 19, 2017 |
|
US Economy: Headed into Summer, Are there reasons for optimism?” 5.12.17
|
May 12, 2017 |
|
Are you in Denial about Spending on Adult Kids 5.5.17
|
May 05, 2017 |
|
What are the responsibilities of a Fiduciary? 4.28.17
|
Apr 28, 2017 |
|
The Fallacy of Bonds 4.21.17
|
Apr 21, 2017 |
|
Continuation on Trust 4.14.17
|
Apr 14, 2017 |
|
Life Strategies for Retirement Years 4.7.17
|
Apr 07, 2017 |
|
Last Minute Questions on Taxes 3.31.17
|
Mar 31, 2017 |
|
American Healthcare Act and Protecting Your Greatest Asset 3.24.17
|
Mar 24, 2017 |
|
Trust, Do I Need a Trust? 3.17.17
|
Mar 17, 2017 |
|
What does it take to be an Financial Advisor? 3.10.17
|
Mar 10, 2017 |
|
Planning your retirement income /CREDIT 3.3.17
|
Mar 03, 2017 |
|
Market Update /Seven Deadly Sins of Investing
|
Feb 24, 2017 |
|
The Fear of Retirement / Long Term Care 2.24.17
|
Feb 24, 2017 |
|
Financial Resolutions
|
Feb 20, 2017 |
|
Market Update with Rusty Leonard/How to Work with a Financial Advisor
|
Feb 20, 2017 |
|
First 3 weeks of Trump / Probate 2.10.17
|
Feb 10, 2017 |
|
Healthcare Update/Mission of Mercy 1.27.17
|
Jan 27, 2017 |
|
Identity Theft / Looking back and Forward
|
Jan 26, 2017 |
|
Christmas Special
|
Jan 26, 2017 |
|
Tax Planning
|
Jan 26, 2017 |
|
Charitable Giving
|
Jan 26, 2017 |
|
Social Security and Your Future and Financial Literacy
|
Dec 15, 2016 |
|
Market Update and Your Money at Work
|
Dec 15, 2016 |
|
Planning for all generations
|
Nov 04, 2016 |
|
How to Select an Advisor and When
|
Nov 04, 2016 |
|
What is Long Term Care?
|
Nov 01, 2016 |
|
2016 Election And How It Will Effect Your Investments
|
Oct 25, 2016 |
|
Ten Ways to Go Broke in Retirment
|
Oct 17, 2016 |
|
Generational Trends in Retirement
|
Oct 17, 2016 |
|
Top 8 Financial Worries of Americans
|
Oct 17, 2016 |
|
How Long Will SS Last? Affordable Care Act
|
Sep 14, 2016 |
|
Ways to not go broke during retirement and 2016 Predictions with Bob Doll
|
Aug 25, 2016 |
|
Social Security Aspect of Retirement
|
Aug 25, 2016 |
|
Count Down to Retirement and Economy Update with Chris Sebald
|
Aug 25, 2016 |
|
The Power of the Purse and Long Term Care
|
Aug 11, 2016 |
|
Three ways a financial professional can add value and Six of the biggest financial regrets people make
|
Aug 11, 2016 |
|
Planning for the Unexpected and Market Update
|
Jul 20, 2016 |
|
Healthcare Update and Social Security
|
Jul 20, 2016 |
|
5 Guardrails for Financial Safety and Morning Star Update
|
Jul 20, 2016 |
|
Elder Law with Mac Bailey and Costly Retirement Surprises
|
Jul 20, 2016 |
|
Why disability
|
Jun 21, 2016 |
|
How to work with an advisor
|
Jun 21, 2016 |
|
8 Timeless rules of investing / 7 Retirement investing mistakes
|
Jun 21, 2016 |
|
8 Habits of the Financially Successful
|
Jun 09, 2016 |
|
Social Security Update
|
May 27, 2016 |
|
Why can I not retire like my parents and grandparents
|
May 27, 2016 |
|
College Funding Strategies
|
May 27, 2016 |
|
What are you doing with your tax refund? and How to pick a financial advisor
|
May 27, 2016 |
|
Financial Strategies for families with special needs
|
Apr 29, 2016 |
|
What Can I Expect From My Advisor
|
Apr 29, 2016 |
|
Wild Ride in the First Quarter
|
Apr 29, 2016 |
|
Market Update - Understanding Medicare
|
Apr 29, 2016 |
|
April 2016 Economic Update
|
Apr 15, 2016 |
|
Social Security - Charitable Giving
|
Apr 13, 2016 |
|
Elder Law - Do You Know Where Your Documents Are?
|
Apr 13, 2016 |
|
Preparing for the Unexpected and Recruiting
|
Mar 18, 2016 |
|
March 2016 Economic Update
|
Mar 08, 2016 |
|
The Power of the Purse - Learn to Leave a Legacy
|
Mar 04, 2016 |
|
Social Security - File and Suspend and Tax-Related Identity Theft
|
Mar 04, 2016 |
|
Social Security 2016 Update
|
Feb 23, 2016 |
|
Market Update and Insure Your Love
|
Feb 17, 2016 |
|
February 2016 Economic Update
|
Feb 15, 2016 |
|
Healthcare Update and College is Coming...Are You Ready?
|
Feb 09, 2016 |
|
Quarterly Update with Rusty Leonard
|
Jan 22, 2016 |
|
1.19.16 Perspectives on Current Market
|
Jan 19, 2016 |
|
Why Compliance?
|
Jan 18, 2016 |
|
Part 2 "Strategize to Avoid Obstacles
|
Jan 18, 2016 |
|
A Year in Review - Looking Ahead
|
Jan 14, 2016 |
|
Stratagize to Avoid Obstacles
|
Dec 14, 2015 |
|
Social Security on the Horizon
|
Dec 14, 2015 |
|
The Gift That Keeps on Giving
|
Nov 23, 2015 |
|
Are You Taking Care of YOUR Parents?
|
Nov 23, 2015 |
|
Economy Update with Rusty Leonard
|
Oct 27, 2015 |
|
Do I Need An Umbrella Policy?
|
Oct 27, 2015 |
|
Life of a FinancialAdvisor
|
Oct 27, 2015 |
|
Take the BOLD steps to advance your business
|
Oct 08, 2015 |
|
Back to Basics
|
Oct 08, 2015 |
|
Credit Protection Strategies
|
Sep 11, 2015 |
|
Know The Facts
|
Sep 11, 2015 |
|
Roller Coaster Market
|
Sep 01, 2015 |
|
What You Need to Know About YOUR Social Security
|
Sep 01, 2015 |
|
Market Update with Chris Sebald, CFA
|
Sep 01, 2015 |
|
Retire With Style
|
Sep 01, 2015 |
|
Are Things Getting Better?
|
Jul 31, 2015 |
|
Ready for a Career Change?
|
Jul 24, 2015 |
|
Bob Doll Comentary
|
Jul 21, 2015 |
|
What's going on with the market and Umbrella Poliies
|
Jul 21, 2015 |
|
Financial Advice from our Founding Fathers
|
Jul 06, 2015 |
|
Healthcare Reform
|
Jun 30, 2015 |
|
Relationships and Finance
|
Jun 30, 2015 |
|
Disability Insurance: Do I Really Need It?
|
Jun 15, 2015 |
|
The Future Looks Bright - Plan on it!
|
Jun 15, 2015 |
|
Maximizing your Social Security
|
Jun 01, 2015 |
|
Life's Crossroads
|
May 26, 2015 |
|
Business Exit Strategies
|
May 26, 2015 |
|
Money Matters
|
May 11, 2015 |
|
Taking BOLD steps to advance your business
|
May 04, 2015 |
|
Financial Do's and Don'ts
|
May 04, 2015 |
|
Rusty Leonard with Stewardship Partners
|
Apr 21, 2015 |
|
Financial Planning with Frank Allen
|
Apr 21, 2015 |
|
Talking Trusts with John Rothchild
|
Apr 21, 2015 |
|
Is there a benefit in having a 401K?
|
Mar 24, 2015 |
|
IRAs and Recruiting
|
Mar 13, 2015 |
|
Seven Deadly Sins of Investing
|
Mar 13, 2015 |
|
Erica Bergsland -Advantus Capital Management
|
Mar 13, 2015 |
|
Elder Care
|
Mar 05, 2015 |
|
Socoail Security Aspect of Reitrement
|
Feb 26, 2015 |
|
To have and to hold
|
Feb 18, 2015 |
|
Are you prepared?
|
Feb 18, 2015 |
|
2015 Predictions with Bob Doll
|
Feb 03, 2015 |
|
Financial Bootcamp
|
Jan 29, 2015 |
|
Sins Investors Make and Why You Need Life Insurance
|
Jan 29, 2015 |
|
Women Doing Well
|
Jan 16, 2015 |
|
Are you ready for 2015?
|
Jan 12, 2015 |
|
Business Strategies 2
|
Dec 22, 2014 |
|
"Girl's Just Want to Have Funds"
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Dec 12, 2014 |
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Christmas Memories & Traditions
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Nov 26, 2014 |
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Social Security Solutions with Ted Minor
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Nov 25, 2014 |
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Social Security Solutions with Kurt Czarnowski
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Nov 25, 2014 |
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Business Strategies
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Nov 18, 2014 |
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Things You Wanted to Know About the Market but Were Afraid to Ask
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Nov 18, 2014 |
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Joe Betlej - Advantus
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Nov 18, 2014 |
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Things to Look for When Picking a Financial Advisor
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Nov 18, 2014 |
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Affordable Healthcare - Trick or Treat
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Nov 18, 2014 |
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Can the Streak Continue?
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Oct 21, 2014 |
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Helping Young Families Prepare for the Future
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Oct 20, 2014 |
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"Saving Our Seniors"
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Oct 16, 2014 |
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Business Planning
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Sep 26, 2014 |
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"Giving back to Mom"
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Sep 26, 2014 |
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"Common Truths That Aren't So Truthful"
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Sep 15, 2014 |
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David Land provides Economic Update
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Sep 15, 2014 |
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Back to School with Bob Doll: Econ 101
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Sep 10, 2014 |
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"Planning for the Unexpected"
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Sep 03, 2014 |
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Piecing Together the Social Secuirty Puzzle
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Aug 27, 2014 |
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Charitable Giving
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Aug 16, 2014 |
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Beth Moore Event
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Aug 16, 2014 |
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Could a career as a Financial Advisor be in your future?
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Aug 08, 2014 |
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"The Godilocks Economy" - Too hot, too cold or just right
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Aug 08, 2014 |
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Union University MBA Program
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Aug 04, 2014 |
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"Prepare to plan or plan to fail"
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Jul 29, 2014 |
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"Who's afraid of the big bad correction?"
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Jul 18, 2014 |
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"Rollover or not to rollover, that is the question"
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Jul 14, 2014 |
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Social Security & Retirement Preparation
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Jul 02, 2014 |
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Identity Theft
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Jul 02, 2014 |
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Don't Leave it to Chance
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Jun 20, 2014 |
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How Much Diversification is Enough?
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Jun 20, 2014 |
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Travel Tips
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Jun 16, 2014 |
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Don't Out Live Your Money
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Jun 16, 2014 |
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Taking the Temperature of the Market
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Jun 09, 2014 |
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Crash Proofing Your Auto Insurance
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May 30, 2014 |
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Robert C. Doll, CFA: Top Ten Predictions Revisited:
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May 29, 2014 |
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"Do I have enough money to retire?" and "Affordable Care Act
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May 29, 2014 |
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Permanent Universal Life Insurance
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May 29, 2014 |
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David W. Land, CFA and "Emotions and Investing"
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May 29, 2014 |
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How much Disability Insurance do I need?
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May 29, 2014 |
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Howard "Rusty" Leonard, CFA
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May 29, 2014 |
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Financial Planning
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May 29, 2014 |
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Recovering from divorce with financial planning
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May 29, 2014 |
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Elder Care Law
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May 29, 2014 |
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How to choose a financial advisor
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May 29, 2014 |