
Published: 6 months ago
This week, Ben is joined by Brent Kessel - author of It's Not About The Money - a new book which helps people uncover their perception of money and where that perception came from.

Published: 6 months ago
What is your perception of money? Do you know the roots of how you view and think about money? This week, Ben is joined by Spencer Sherman of Abacus Wealth Partners in San Francisco, CA and author of The Cure For Money Madness (Random House 2009). In this show we will explore, with Spencer s help, the hidden emotions and misperceptions around money that lead to dysfunctional, irrational financial behavior, again and again .

Published: 6 months ago
Did you know your career is a vital part of your overall financial plan? Many financial advisors don t take the time to help their clients understand this fact, let alone construct a plan that encompasses your career or profession. This week we are joined by Michael Haubrich, CFP of Financial Services Group in Racine, WI. Michael is the creator of Career Asset Management and he will show our listeners how their career is a vital piece of the planning puzzle.

Published: 6 months ago
This week Ben is joined by Scott Witt, FSA, MAAA of Witt Actuarial Services who is one of the country s only Fee-Only life insurance advisors. He is joining us to discuss life insurance and how an advisor operating in a Fee-Only capacity can help people make wise decisions regarding life insurance coverage.

Published: 6 months ago
This week Ben is joined by John Sileo of ThinkLikeASpy.com - one of the country s premier experts on identity theft. John is joining us to discuss the measures people must take to protect the identity of deceased loved ones.