Month: April 2017

How to avoid the financial pitfalls of business success – Business Owners Radio Podcast

LISTEN HERE Lorraine Ell, CEO of Better Money Decisions, and President of Excellat Consulting, shares insights she has gained from over two decades in the financial service industry helping business owners build successful practices. Learn about the three primary financial...

/ April 27, 2017

Start Investing NOW! Don’t Wait! – Victory Independence Podcast

Kate Stalter is here to help us understand the importance of diversifying your portfolio not just with national stocks but international as well. Kate tells us why it crucial to invest sooner rather than later and shares some useful information...

/ April 20, 2017

ATM Episode 19: Social Security Made Simple with Mike Piper

LISTEN HERE Today, Kate and her guest talk about Social Security. For the last three years, Kate has been teaching people about Social Security with her seminars. This has been really important when considering that there is an endless supply...

/ April 18, 2017

ATM Episode 20: Use Charitable Planning To Reduce Your Tax Bill with Kim Laughton

LISTEN HERE Kim Laughton, is President of Schwab Charitable, a non-profit, donor-advised fund provider established with the support of Charles Schwab & Co., Inc. to make charitable giving simpler and more tax-efficient for clients. She is responsible for the general...

/ April 18, 2017

How Do You Find Your Way? – Breaking Down Your Business Podcast

How has your most unmanageable employee derailed your business? In an earlier episode, we learned that the business owner is the most unmanageable one of the bunch. So, what have you done? By that logic, what Jill has done is...

/ April 11, 2017

Better Money Decisions for Baby Boomers – Boomer Broads Podcast

LISTEN HERE Fact: Money stresses people out. Kate says that shouldn’t happen. Money has to do with what you want to do in your life. What can the money do for you?  What are your hopes, dreams, and goals? Retirement...

/ April 9, 2017

Socially responsible investing, without hurting your future

Put your money where your mouth is. Most of you know this phrase. It means using your dollars to support causes in which you believe. That often means donating to favorite charities or foundations. It also means patronizing businesses whose...

/ April 3, 2017