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.
Understanding the (wild and crazy) capital markets heading into 2019
Things that make you go "Hmmm" with special guest David Hultstrom
Rethinking capital market assumptions to create an optimal (not perfect!) portfolio
If I died tonight: Planning for the financial impact of the unplanned
The path to evidence-based investment planning
Trust the process: Creating predictability in an unpredictable world
Creating a life of greater joy: Introducing Jeff Spadafora and ‘The Joy Model’
Fostering healthy investor behavior using an evidence-based approach
Uncovering your unique abilities to create a purpose-filled life
Tax-efficient charitable giving: Using “free bridges” to support your personal gifting strategy
What are your great goals in life?
Putting First Things First: 4 Questions to Help You Uncover What Matters Most
It’s a Wonderful Life: Jeff’s Journey & the legacy of George Bailey
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