When it comes to life insurance products, what you don’t know can hurt you.
So, don’t avoid this episode just because it is about insurance. My guest, Brad Allen, CFP, shares straight-forward information that will help you decided how much life insurance you should have and what type of life insurance policy will work best for you.
RESOURCES
The Value of Financial Planning
A Comparison of Retirement Strategies and Financial Planner Value
Nine Areas of Life Balance
TEST THE WATERS
Want to test the financial planning water? Click on the links below and spend no more than 5 minutes completing the two surveys. When you send them in, we'll respond with information and resources to help you think through the issues and transitions you've identified.
- Date
- September 24, 2019
Deciding to Work with a Financial Advisor
Questions to Consider When Thinking About Working with a Financial Advisor
Dave Nelson and Stacy Harris are thinking it may be time to sit down with a financial advisor. They think the time is right but they're not sure. They don't know what to expect when they meet with the advisor and they are more than a little nervous about opening up their financial lives. Listen in as Thom addresses their questions and assures them that their pre-meeting jitters are much scarier than the actual meeting will be.- Date
- September 12, 2019
Gaining Control of Your Cash Flow
A Key 21st Century Survival Skill - Cash Flow Management
If you are like most people, you failed when you tried to track your expenses to gain control of your cash flow. Not surprising - it’s a pain to do and it really just tells you where your money went. What you need is a system that helps you plan where you are going to spend the money you have right now. My guest, Doug Peterson, will tell about just such a system and give you some great ideas to help you get started.- Date
- August 22, 2019
Never Pay for an Airline Ticket Again
Effective Strategies to Maximize Your Airline Miles
Would you like to fly to Europe or Asia on business class for free. It’s easier to do than you might think. In this episode, my guests, Michael Kauffman and Kyle Romesco-Kelly share some of the ways they have been flying both domestically and internationally for years without paying a penny for a ticket. You will learn some simple ways to quickly build up your travel points and ways to effectively use those points.- Date
- August 15, 2019
A Forbidden Conversation - Money
Talking about money is, at best, discouraged and most often forbidden. In this episode, radio hosts Stacy Harris and Dave Nelson bravely talk to Thom about money. Together we discover that money skills are 21st century survival skills that are not often taught in homes or in school. As a result, working with an advisor, who genuinely has your best interest at heart, is the best way to learn the skills you need to make wise money decisions.
