06:20

Some Retirees are Returning to Workforce! (Post Covid)

08:32

Are You Prepared For The Sky-rocketing Health-care Costs In Retirement? (2023 Fidelity Research)

06:10

Long Term Care Planning Crisis Unveiled In New Retiree Research (American College Of Fin. Services)

03:04

Burning Questions From Retiring Neighbors (video interview)

22:29

Maximize Your Retirement Income Safely: Double Your Enjoyment With Twice The Income!

06:01

Social Security Squeeze: WSJ Exposes Challenges Faced By New Retirees (Aug. 13 2024)

04:00

Congress provisions for 401k/IRA RULES (Neighborhood LIVE Stream) 8/6/2024

06:10

Long Term Care Planning in 2024? ( Neighborhood Chat Live Stream) 8/6/2024

10:48

Hot Annuity Rates and Benefits starting to come down (Aug 2024)

10:48

Summer 2024 -AnnuityCampaign

06:44

What is TRUE COST of your LTC expenses when paying from your IRA/401k? (you may be surprised!)

05:26

TWO (basic) categories of Long-Term Care policies

34:51

FOUR consideration for Retirees on Long-Term Care;

03:19

Dental In Retirement

06:43

Medicare Enrollment Periods

18:10

"Hot Take" on LTC Planning with Chris Lester, CLTC

17:51

SS- 5 Baby Boomer Strategies

04:43

(Chapter) What is Medicare & what is it not?

12:55

(Chapter) Medicare Part D explained

07:46

Medicare Part B: Making Notes to learn!!

05:24

Medicare Part A: Brief NOTES to take!

19:17

Meet Jim Wisdom: Why is INFLATION under-reported today?

10:55

Meet Chris Lester: Gaining Wisdom with Advisors Series

09:11

Meet Shateka Husser: Gaining Wisdom with Advisors Series

22:56

Meet Jim Wisdom: Exiting Business & Retaining Value for Future

01:04

Reconnecting with my Clients in 2024

07:16

In Retirement, can your afford Tomatoes for your Tacos?

06:13

Are Middle America Retirees limited for advisors in future?

04:42

Guaranteed Growth Rates from Insurance Companies- (May 17,2024)

06:08

What does a BUY/SELL Agreement look for a Small Business?

05:30

How can a Medical Crisis Drain your Business Value?

04:33

Business Overhead Protection: What is it for a Business Owner?

06:41

Key Business Employee-- how to build value for him/her and Business!

07:18

Wealthy In Retirement= Income Tax Problem to Solve?

03:21

Why have I been a NAIFA Members since 2008?

07:07

What if you don't need your IRA/401k/403b in Retirement?

04:26

Giving up 30-50% of the Estate away from Kids

06:16

2024 Medicare changes highlighted (Apr. 2024) from MSN.com

04:10

Do "Special Needs" Children need a Trust for years to come?

04:51

Can you keep your Business Value into Retirement Years?

04:37

5 Business Risks to address to keep Business Value going up!

22:47

Critical Business Exit Planning Steps defined (guest Jim Wisdom)

03:25

Q1- Retiree Newsletter

02:11

Q1Newsletter-Intro

05:33

BusyPro-Q1 newsletter

01:31

MOO Final Expense Postcard

05:45

Annuity GROWTH rates for this week posted (2.6.2024)

02:00

Are you Co-Signer on Loan & Signer dies?

05:06

Safe Money Growth Report- 11.4.2023

03:48

5 Minutes on Long-Term Care Planning

02:30

Short-Term Care-- Cash when Family needs most!

03:26

Dental Health-care: Why aren't Retirees planning?

05:47

5 Minutes on LTC planning in 2023

03:29

Growth Annuity Report-Oct.11.2023

04:08

Life Insurance- difference between CAPTIVE and Independent agent?

06:25

What questions ask for Fixed Index Annuities?