If you or someone you care about is turning 65, listen in! Even with closures due to COVID, deadlines still exist for Medicare enrollment. Join Jeff as he welcomes special guest, Melinda Caughill, to answer many questions related to the ins and outs of Medicare and what has and has not changed in the Medicare landscape. Melinda is a Medicare expert and co-founder of 65 Incorporated and i65 Medicare guidance software.
Why Risk Management should be a part of a Holistic Wealth Management Plan--with special guest Tyler Smith, a specialist in income protection
Everything I Learned About Investing I Learned in Court
Investment Update for Midyear 2020
How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans
Take the opportunity to carve out time for Deep Work
The impact of the SECURE Act on your retirement savings
Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson
A New Year’s buffet: Make 2020 your best year yet!
How and when to claim Social Security—with special guest Alicia Lipscomb
End-of-Year Planning: What’s on your checklist?
Minds, Markets & Money—with special guest Dr. Daniel Crosby
The Path to Purpose—with special guest Rick Thompson
The Power of Decisions: Moulaye Niang’s path from star athlete to valued portfolio advisor
The Experience Transformer: Turning every experience into a learning experience
Getting rational: Lessons from Hans Rosling on how real data about the real world can drive better investment decisions
Millennials and Money: Special guest Cam Marston shares how to talk money with your next generation
The true cost of ‘certainty’ when investing for the future
Achieve life-long financial freedom by creating an income stream that can actually rise in retirement
Exploring your "Retirementality" with special guest Mitch Anthony
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