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…
11 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