Wealth Podcast Post

Simplifying Investing with Rick Ferri http://lifeblood.live/wp-content/uploads/2021/09/Rick_Ferri_FINAL.mp3 Simplifying Investing with Rick Ferri On this show, we talked about why an investor should endeavor to remove complexity from investing and move towards simplicity with Rick Ferri, CFA, CEO of Core 4 Investing, author and retired Marine.  Listen to learn the four stages [...]

Pro Bono Planning with Jon Dauphiné http://lifeblood.live/wp-content/uploads/2021/09/Jon_Dauphin_FINAL.mp3 Pro Bono Planning with Jon Dauphiné On this show, we talked about how a comprehensive financial plan delivered by an objective advisor can help families to make the best possible money decisions while going through medical treatment with Jon Dauphiné, CEO of The [...]

Knowing Your Financial Language with Tarra Jackson http://lifeblood.live/wp-content/uploads/2021/09/Tarra_Jackson_FINAL.mp3 Knowing Your Financial Language with Tarra Jackson On this show, we talked about how money conversations can be difficult as well as uncomfortable, which can cause us to put them off unless we have the right tools, with Tarra Jackson, international financial [...]

Becoming a Successful Trader with Steve Burns http://lifeblood.live/wp-content/uploads/2021/09/Steve_Burns_FINAL.mp3 Becoming a Successful Trader with Steve Burns On this show, we talked about the different approaches to trading, how to get started doing it and how technologies like AI, Machine Learning are impacting the world of trading with Steve Burns, a long [...]

First Generation Wealth with Rianka Dorsainvil http://lifeblood.live/wp-content/uploads/2021/09/Rianka_Dorsainvil_FINAL.mp3 First Generation Wealth with Rianka Dorsainvil On this show, we talked about the unique challenges and opportunities facing first generation wealth builders and strategies for increasing diversity in the financial planning industry with Rianka Dorsainvil, CFP, CFP Pro Spokesperson, President of Your Greatest [...]

Understanding Medicare with Danielle Roberts http://lifeblood.live/wp-content/uploads/2021/09/Danielle_Roberts_FINAL.mp3 Understanding Medicare with Danielle Roberts On this show, we talked about the biggest challenges facing baby boomers and their families when it comes to making medicare and medicare supplement decisions with Danielle Roberts, President of Boomer Benefits, insurance expert and medicare supplement accredited advisor. [...]

Life Insurance Policy Settlements with Barry Flagg http://lifeblood.live/wp-content/uploads/2021/09/Barry_Flagg_2_FINAL.mp3 Life Insurance Policy Settlements with Barry Flagg On this show, we talked about the history of life insurance settlements, the process for determining the value of a policy and how best to go about selling a policy with Barry Flagg, CFP®, CLU, ChFC, [...]

Maximizing Your 401(k) with Aaron Pottichen http://lifeblood.live/wp-content/uploads/2021/09/Aaron_Pottichen_FINAL.mp3 Maximizing Your 401(k) with Aaron Pottichen On this show, we talked about the common characteristics of successful 401(k) plans and behaviors of successful 401(k) participants with Aaron Pottichen, Senior Vice President of Alliant Retirement Consulting and Nationally recognized Retirement Plan Advisor.  Listen to [...]