Oct 31, 2023
Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss:
Whether or not advisors have been looking at retirement distributions the wrong way
What Guardrails are and how they can help a retiree remain on track
How uncertainty can be less stressful than the...
Oct 24, 2023
Kathleen and Jeff speak with advisor marketing thought leader and author Kristen Luke of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients....
Oct 17, 2023
Hosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss:
What led Barb and Maggie to found a financial services organization for women
How the gender wealth pay gap impacts women’s financial security, and how women can become...
Oct 10, 2023
According to studentaid.gov, there are a whopping 45 million borrowers in the US who have Federal student loan debt – that’s almost 15% of the country’s population. Pretty soon those borrowers are going to need to start making loan payments again as the student loan payment pause is coming to an end after...
Oct 3, 2023
As part of this journey we call life, all of us will experience and
grieve a loss or know someone who has. What do you say? How do you
say it? Acknolwedging the loss and grief of another person can be
uncomfortable and awkward, but it doesn’t have to be.
Kathi Balasek is on a mission to help financial advisors...