Personal Finance Podcast

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Commission-Free Insurance with David Lau

admin September 11, 2021

Commission-Free Insurance with David Lau http://lifeblood.live/wp-content/uploads/2021/09/David_Lau_FINAL.mp3 Commission-Free Insurance with David Lau On this show, we talked about disrupting the life insurance and annuity markets through commission-free versions of both products with David Lau, the Founder and CEO of DPL Financial Partners. Listen to learn how you can save a substantial [...]
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Savings Preferences and Spending Priorities with Jim Koch

admin September 11, 2021

Savings Preferences and Spending Priorities with Jim Koch http://lifeblood.live/wp-content/uploads/2021/09/Jim_Koch_FINAL.mp3 Savings Preferences and Spending Priorities with Jim Koch On this show, we talked about how to determine your saving preferences and your spending priorities and what to do when you and your spouse have differing points of view with Jim Koch, [...]
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Financial Reality Checks with Ericka Young

admin September 11, 2021

Financial Reality Checks with Ericka Young http://lifeblood.live/wp-content/uploads/2021/09/Ericka_Young_FINAL.mp3 The Science of Hope with Libby Gill On this show, we talked about how to minimize the impact that emotions can have on our spending, identifying the underlying causes of those behaviors and getting past those causes with Ericka Young, Founder and President [...]
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Financial Therapy with Derek Lawson

admin September 11, 2021

Financial Therapy with Derek Lawson http://lifeblood.live/wp-content/uploads/2021/09/Derek_Lawson_FINAL.mp3 Financial Therapy with Derek Lawson On this show, we talked about the relatively new field of financial therapy and how it brings mental health and financial planning together and what that process actually looks like with Derek Lawson, CFP, faculty member at Texas Tech [...]
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Benefits of Permanent Life Insurance with Alan Porter

admin September 11, 2021

Benefits of Permanent Life Insurance with Alan Porter http://lifeblood.live/wp-content/uploads/2021/09/Alan_Porter_FINAL.mp3 Benefits of Permanent Life Insurance with Alan Porter On this show, we talked about how permanent life insurance is often misunderstood and the benefits it offers with Alan Porter, a specialist in tax free retirement income, tax planning and savings. Listen [...]
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Understanding Credit with Gerri Detweiler

admin September 11, 2021

Understanding Credit with Gerri Detweiler http://lifeblood.live/wp-content/uploads/2021/09/Gerri_Detweiler_FINAL.mp3 Understanding Credit with Gerri Detweiler On this show, we talked about the dangers of non-specialized advice and the value of working with a professional advisor who can help you avoid little mistakes which can turn into large amounts over time with Craig Adamson, RMA, [...]
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Wealth Podcast Post

Avoiding Unnecessary Taxes in Retirement with Craig Adamson

admin September 11, 2021

Avoiding Unnecessary Taxes in Retirement with Craig Adamson http://lifeblood.live/wp-content/uploads/2021/09/Craig_Adamson_FINAL.mp3 Avoiding Unnecessary Taxes in Retirement with Craig Adamson On this show, we talked about the dangers of non-specialized advice and the value of working with a professional advisor who can help you avoid little mistakes which can turn into large amounts [...]
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Conscientious Lifetime Planning with Michael Lonier

admin September 11, 2021

Conscientious Lifetime Planning with Michael Lonier http://lifeblood.live/wp-content/uploads/2021/09/Mike_Lonier_FINAL.mp3 Conscientious Lifetime Planning with Michael Lonier On this show, we talked about all the pieces that go into creating a successful financial puzzle and how those pieces fit together with Mike Lonier, RMA and CEO of the Financial Preserve. Listen to learn about [...]