Podcast Episodes
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Elder Law Essentials: What Your Family Needs Before You Downsize
Season 1 Episode 12
What are the essential estate planning steps you should take before downsizing your home?
In this special episode, Kanani Briggs, Lead Agent and Mento…
6 hours ago
Debugging Finances for Stronger Multi-Generational Wealth - With CJ Francis-Eronini
Season 1 Episode 11
What does it mean to take a protection-first approach to financial planning?
CJ Francis-Eronini, managing partner at YU Financial, brings a deeply per…
1 week ago
Bonus Episode: Elevating Professional Expertise Through Industry Trend Knowledge
How can a bucket strategy help in balancing short-term liquidity needs with long-term investment goals?
Robert Amato, a seasoned financial planner wit…
1 week, 6 days ago
Bonus Episode: The Truth About Real Estate: Why It’s a Business, Not Just a Job
Is your home truly a "savings account you sleep in," or are you overlooking the legal protections that keep your biggest investment safe?
In this epis…
3 weeks, 6 days ago
Bonus Episode: Cash Flow and Tangible Assets: Pillars of Real Estate
How can learning from experienced individuals benefit real estate investors?
Samir T. Patel is a prominent real estate entrepreneur and managing partn…
1 month ago
Comprehensive Guidance for Life Insurance Planning - with Elijah John
Season 1 Episode 10
How can a personal family crisis and a background in financial numbers reshape the way we approach life insurance?
Elijah John is a certified life in…
1 month, 1 week ago
Bonus Episode: Psychological Barriers: The Hidden Obstacles to Financial Success
Why is it important to establish an emergency fund in financial planning?
Alyson Burkett is a distinguished financial planner with a profound commitme…
1 month, 2 weeks ago
Bonus Episode: AI-Driven Life Insurance Simplification Platform
Which AI tools are optimal for enhancing customer experience in the insurance industry?
David Kleinhandler, the visionary founder of Optofino, plays a…
1 month, 3 weeks ago
Bonus Episode: Transformative Financial Empowerment through Community
What role do mentorship and community play in empowering women's financial independence?
Sarah Blankenship, with over a decade of experience in the fi…
2 months ago
Bonus Episode: Consolidations: Bringing Wall Street Values to Main Street Businesses
What role does due diligence play in facilitating a successful business sale?
Lee Henry, a distinguished business sales expert based in Georgia, combi…
2 months, 1 week ago