Podcast Episodes
Back to Search085: Paycheck to Prosperity: The G4 Cashflow Model for Lasting Financial Freedom with Stephen V. Soderstrom
Episode Overview
Financial advisor Stephen Soderstrom reveals why high earners struggle with the paradox of "I make good money, where does it all go?"…
9 months, 3 weeks ago
084: [Audiobook] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus
Transform Your Book into a Million-Dollar Client Attraction System
Most financial advisors who write books make a critical mistake: they focus on book…
9 months, 3 weeks ago
083: Fearless Finance: Building Confidence Through Financial Clarity with Laura Rehbein
Episode Summary:
Laura Rehbein shares her journey from becoming head of household at age 12 in rural Michigan to building a successful financial advis…
9 months, 3 weeks ago
082: The Wealth Builder: Essential Strategies for Business Owners, Entrepreneurs, and High-Achievers with Paul Cook
Episode Summary:
Many entrepreneurs focus intensely on growing their businesses while neglecting personal financial security. Paul Cook, a veteran ins…
9 months, 3 weeks ago
081: Beyond Money Management: The Value of Personal Connection in Financial Advising with Urban Adams
Episode Summary:
In a world dominated by digital platforms, Urban Adams offers a refreshingly human approach to financial advising. With 25 years in t…
10 months ago
080: [Introduction] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus
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10 months, 1 week ago
079: Words That Win: Turning Financial Expertise into Client-Attracting Language with Hillary Gale
Episode Summary:
There's a significant gap affecting nearly every financial advisor: the disconnect between their expertise & their ability to communi…
10 months, 1 week ago
078: Building a Values-Driven Advisory Practice with Morgan Nichols
Episode Summary:
Many financial advisors find their practices increasingly transactional despite their best efforts. In this conversation, Morgan Nich…
10 months, 2 weeks ago
077: Beyond Break Even: Mastering Social Security Strategies with Russ Gaiser and Mike Hoeflich
Episode Summary:
In today's episode, Russ and Mike unpack their insightful five-pillars framework for Social Security optimization and reveal strategi…
10 months, 2 weeks ago
076: Intentional Legacy: Aligning Wealth and Values Across Generations
This episode features an in-depth conversation with Morgan Nichols and Kelly Bays, financial advisors at Ameriprise and co-authors of the new book "I…
10 months, 2 weeks ago