Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® Wayne Gretzky was quoted as saying, “I tried to deliver the puck where the person is going to be versus where they are today.” It’s a good strategy for hockey, and it’s also very appropriate as you work to transform your business into a High Performing Practice. Currently, before […]
Frank Spezzano, CLU, ChFC, MSFS, AEP, President of IRUS Advisory Corporation, joins hosts Herb Cohen and David Maola to discuss the imaginative, witty musicians he grew up around helps him identify with his entrepreneurial clients, allowing him to make sense of their wealth.
On the Way to Financial Freedom When Beginning a Career The array of choices for investing and paying down debts can seem overwhelming to recent college graduates. However, there is a clear order to follow. This rank ordering is the most tax-efficient financial moves an employee should make when beginning a career: First, enough should […]
Daniel White, CLU, ChFC, RICP, President at Daniel A. White & Associates, joins hosts Herb Cohen and David Maola to discuss how his competitive spirit benefits his clients and how working “half days”, aka 12 hours, shows clients that they will always be there for them.
Susan A. Pomfret, RICP® Most people concentrate on wealth accumulation while still in the workforce. But will that be enough for retirement spending? Here are some things to consider: • Housing is the greatest expense. • Clothing and transportation spending decline with age. • Healthcare spending increases with age.In the below chart, you’ll find some […]
Ann Bachrach, The Accountable Coach Accountability is more than just a friend that calls you up occasionally to make sure you’re sticking to your weight loss goals. It’s also more than the occasional roundtable discussion with business colleagues checking in how everyone in the group is doing in terms of hitting their quarterly financial goals. […]
Michael Kirsh, CFP, CLU, Senior Advisor at Kirsh Financial , joins hosts Herb Cohen and David Maola to discuss how he brings the “old school” ethics he learned from his father to work every day.
Advice for Planning with Elderly Clients The senior population faces many challenges as they age, including financial, legal, and health issues. However, some of these risks can be mitigated by engaging in estate planning. In many cases, seniors will benefit greatly from the creation of a revocable trust and powers of attorney. For that planning […]
Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® We’ve been talking the last several weeks about tax-deferred vehicles like annuities including protected income. You’ve also learned how to turn tax-deferred into tax-free when it comes to planning for long-term care. Today, I’m going to bring it all together. It can seem like you’re being pulled in two […]
Bentley Heese, RICP, Retirement Income Consultant at Ash Brokerage, joins host Herb Cohen to discuss how the dedication and practice he put into his years playing alto saxophone prepared him for his career.