Financial Advising Podcast Post

http://lifeblood.live/wp-content/uploads/2023/09/Jay-Zigmont-FINAL.mp3 Child Free Wealth with Jay Zigmont LifeBlood: We talked about child free wealth planning, the different financial planning considerations for couples without children, some key areas to be mindful of, and how to get started, with Jay Zigmont, CFP, PhD, child free wealth expert, and author.        Listen to learn [...]

http://lifeblood.live/wp-content/uploads/2023/08/Eric-Simonson-FINAL.mp3 Fee Based Financial Planning with Eric Simonson LifeBlood: We talked about fee based financial planning, what it is, who it’s for, and how it works, with Eric Simonson, CFP, Founder and CEO of Abundo Wealth.       Listen to learn how the financial planning process starts! You can learn more about [...]

http://lifeblood.live/wp-content/uploads/2023/03/Troy-Korsgaden-FINAL.mp3 Being of Service with Troy Korsgaden LifeBlood: We talked about being of service, the ongoing transformation of the financial services industry, how to evaluate priorities and take constructive action, and how to meet the customer where they are, with Troy Korsgaden, financial services expert, consultant, speaker, and author.    Listen [...]

http://lifeblood.live/wp-content/uploads/2023/01/Kelly-Augspurger-FINAL.mp3 Long Term Care Planning with Kelly Augspurger LifeBlood: We talked about long term care planning, the important variables to consider, when you should be thinking about it, who to involve in the process, and what to pay close attention to, with Kelly Augspurger, Long Term Care Insurance Specialist and [...]

https://lifeblood.live/wp-content/uploads/2022/04/Jim-Tucker-FINAL.mp3 Do I Need a Financial Advisor with Jim Tucker LifeBlood: We talked about answering the question “Do I need a financial advisor,” how to think about and set your financial foundation, common mistakes people make, and how to get started with Jim Tucker, CFP, CRPS and Wealth Advisor with [...]

https://lifeblood.live/wp-content/uploads/2022/01/Eunicia-Peret-FINAL.mp3 Questions to Ask a Financial Advisor with Eunicia Peret LifeBlood: We talked about the right questions to ask a financial advisor why questions are the best tool for getting to the root cause of any problem, the biggest blindspots we have with our financial lives, and how to identify [...]

https://lifeblood.live/wp-content/uploads/2021/12/Derek-Notman-FINAL.mp3 Improving Financial Advice with Derek Notman LifeBlood: We talked about improving financial advice, why the current model is flawed, a better way to deliver it, and what the future might hold with Derek Notman, CFP, CEO and FinTech Founder. Listen to learn why personal branding is here to stay! [...]