Podcast Episodes
Back to Search10 Key Life Insurance Terms
Episode 345
Join us for today's podcast as Crystal delivers a comprehensive educational presentation on life insurance, explaining 10 key terms to help clients u…
22 hours ago
Be A CEO
Episode 344
Join us for today's podcast as Crystal shares insights from her recent talk to CEOs about the importance of having a clear vision, mission, and value…
1 week ago
Maximize Social Security
Episode 343
Join us for today's podcast as Crystal discusses the current state of Social Security, highlighting research showing that only 40% of income will be …
2 weeks ago
Charles Schwab and Fidelity
Episode 342
Join us for today's podcast as Crystal discusses the question of whether clients need to diversify between different brokerage firms like Charles Sch…
3 weeks ago
ROTH Trump Accounts
Episode 341
Join us for today's podcast as Crystal discusses the Trump account, a new investment vehicle for children, and explains how it allows contributions o…
4 weeks ago
Discover Live Build
Episode 340
Join us for today's podcast as Crystal discusses the importance of discovering who you are, living intentionally, and building a legacy. She will sha…
1 month ago
Understand Your Risk
Episode 339
Join us for today's podcast as Crystal discusses various types of risk in investing, focusing on market risk and how market cycles and indexes like t…
1 month, 1 week ago
The 5 Categories of Money
Episode 338
Join us for today's podcast as Crystal discusses the five key categories for managing money: Live (lifestyle expenses), Give (charitable contribution…
1 month, 2 weeks ago
Need Millions To Retire???
Episode 337
Join us for today's podcast as Crystal discusses the increase in retirement savings requirements according to Northwestern Mutual's 2026 Planning and…
1 month, 3 weeks ago
Afraid to Run Out of Money???
Episode 336
Join us for today's podcast as Crystal discusses the phenomenon where 63% of Americans are more fearful about running out of money in retirement than…
2 months ago