The Bucket Plan with Jason Smith, Part 2

Nov 21, 2019 | Podcast

We continue our conversation from last time with Jason Smith. Today we look at how the bucket plan would hold up in an event like the 2008 market crash and when you should think about refilling your buckets. Important Links: Forbes...

The Bucket Plan with Jason Smith, Part 1

Nov 7, 2019 | Podcast

On today’s podcast, we are joined by Jason Smith who is the chairman of Prosperity Capital and author of The Bucket Plan. We discuss how Jason got started with the bucket plan concept and his ideologies surrounding this type of planning.

Paychecks & Playchecks with Tom Hegna

Oct 17, 2019 | Podcast

On this week’s podcast, we sit down with well-known financial author and speaker, Tom Hegna. Tom discusses his book Paychecks & Playchecks and different methods that can generate a lifetime income stream.

The Mailbag Show

Oct 3, 2019 | Mailbag, Podcast

We dedicate this week’s podcast to questions from our listeners that we have received from our website.

Excuses Why You’re Working With The Wrong Advisor

Sep 19, 2019 | Financial Planning, Podcast

Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and...