What if the Experts disagree? I’ve got a number of questions lately from different clients and other people I’ve met about, hey, what about this, or this or this person says the opposite of what you’re saying, or I heard on the news, this, or I read this book that claim that and it’s different…
Episode 154 | Here are some updates for my Clients for 2024. We run our Spring Reviews to correspond with Tax Season. We need to update them on a lot of topics, so rather than repeating the same information in every meeting, we’re making this video to share with them.
Episode 146 | Everyone likes to dream and talk, but far too few turn those into goals, plans, and reality. It’s time to stop talking and take action!
Episode 144 | Don’t let another year slip by without celebrating your birthday. It’s a built-in excuse to celebrate you! Have a Happy Birthday!
Episode 124 | Should I Join Northwestern Mutual? Or Thrivent? Or MassMutual? Or an Insurance-based company? NO! Not one should.
Episode 119 | I Made a Mistake. We all do it; the difference is what we do about it. Make a mistake. Own it. Make it right. Move on.
Episode 118 | June 15th is World Elder Abuse Awareness Day. What is Financial Elder Abuse? How can we spot and prevent it?
Episode 114 | What Really Goes on in Financial “Advisor” Firms? Freeman shares behind-the-scenes looks at the unethical sales practices of some firms.
Episode 113 | What really happens behind closed doors? One firm is here to show you. Meet Bear Brothers Financial Advisors.
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