Broker Check


Financial advisors are more than calculators handling your investments, they are people.  Our blog is way for us to express what kind of people we are.  While we often focus on industry trends and financial education, don't be surprised if you come across a favorite recipe or "life hack".  After all, we are human too.  


Wednesday, February 1, 2023

Hear crucial insight into Net Unrealized Appreciation (NUA) of employer stock.


Wednesday, January 25, 2023

Joining today’s show is Jamie Milam who shares how she helps entrepreneurs reverse engineer their goals.


Wednesday, January 18, 2023

What you need to know about the Secure Act 2.0


Wednesday, January 11, 2023

In this episode, Patricia Smith Griffin joins the show to share her story and insight on multi-generational legacy, strong female influence, and the importance and influence of small actions over time.


Wednesday, January 4, 2023

Passing on wealth is not just about getting financial assets to future generations, it’s also about passing on what you think is important and avoiding damage to your children’s relationships with each other.


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Wednesday, December 14, 2022

Lindsay talks about everything from the challenges they tackle to customer service and what the future looks like.


Monday, December 12, 2022

How to create a family caregiving plan that will be ready if an emergency or crisis ever occurs.


Thursday, December 1, 2022

Incredible insight into leadership, education, experience, and making mistakes.


Sunday, November 13, 2022

Even elite athletes need time to rest and financial markets do too after record-setting performances. In this episode, I will be discussing bear markets, explaining what they are exactly and sharing 10 important things you need to know...


Wednesday, November 9, 2022

President of J&L Building Materials, Emma Moretzsohn joins the show today to chat with me about her family business, the construction industry, employees, and much more. From the logistics nightmare that came with COVID to the...


Tuesday, November 1, 2022

How to start the conversation on investing.


Tuesday, October 25, 2022

Know what you can do and how to simplify your retirement assets.


Sunday, October 16, 2022

Some dreams and goals seem so far away and often unobtainable. Jaclyn Gallo is a life coach, speaker, and author who helps people achieve their big “unrealistic” goals. She joins the show to talk about how to handle rocky...


Monday, October 10, 2022

Key things you need to know about your beneficiaries.


Monday, October 3, 2022

Understanding the importance of entrepreneurship and the key legal side of it.


Saturday, September 24, 2022

The age 59.5 is a key turning point when it comes to life changes and specifically your retirement finances. In this episode, we’re going to explore your retirement choices, healthcare concerns, and how to move vibrantly into...


Monday, September 19, 2022

Specific ways that diversity can be implemented more effectively and in a rewarding way for every team


Monday, September 12, 2022

5 ways you can start incorporating healthy financial habits that support your life goals now and in the future.


Monday, September 5, 2022

Taking control of your life through mindset and community.


Sunday, August 28, 2022

key areas that you need to understand in order to have solid footing in the market.


Sunday, August 21, 2022

Hear helpful insight on grief and finding a way to work the way that makes sense for your life and family.


Monday, August 15, 2022

Learn about the value a Health Savings Account can provide for your healthcare needs and retirement.


Sunday, August 7, 2022

Learn about the evolving role of pharmacy and the importance of leadership and learning from mistakes.


Monday, August 1, 2022

Learn key areas of your estate plan that you may need to pay more attention to.


Sunday, July 17, 2022

8 steps to start off blended finances right.


Monday, July 11, 2022

Key things you need to know that will help estate planning go more smoothly.


Sunday, June 26, 2022

Anne weighs in on mortgage options and the importance of an advisor.


Wednesday, June 15, 2022

Dorothy joins the show to discuss the change in retirement over the years and some steps you can take to ensure a comfortable and enjoyable retirement.


Tuesday, June 14, 2022

Five steps to take to ensure your financial security after a later in life divorce.


Tuesday, June 7, 2022

Helping her clients with all of their wardrobe needs, whether this be business or casual, Kristen Bechtel loves the work she does. As an image consultant for Tom James, she saves professionals and business owners time by identifying...


Monday, May 30, 2022

Five questions to help you maintain your perspective so that you don’t make any regrettable decisions during a downturn.


Monday, May 23, 2022

How Misty got started in her industry and how her work is helping to build a stronger community connection.


Saturday, May 14, 2022

Listen in as I explain the drawbacks of taking a lump-sum distribution, how a rollover IRA works and how to avoid complications throughout this process.


Sunday, May 1, 2022

How to navigate divorce with confidence and peace of mind.


Saturday, April 23, 2022


Sunday, April 17, 2022


Saturday, April 9, 2022

In this episode, I will be sharing some money management strategies that you can implement into your financial plan as a single parent.


Thursday, March 31, 2022


Friday, March 25, 2022

The steps you can take as a woman navigating her finances to ensure that you are properly prepared for your future.


Monday, March 14, 2022

Everything you need to know about Roth 401(k)s.


Sunday, March 13, 2022

Angela joins the show to discuss how her business helps financial advisors market their practices whilst still falling within compliance.


Friday, January 15, 2021

LPL Research Outlook 2021: Powering Forward is designed to help you navigate a year in which economic conditions may continue to improve dramatically. Like the markets, Outlook 2021 looks ahead. 2021 will bring advances to further...


Monday, July 27, 2020

LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual economic and market recovery. Plus, learn how stocks may predict the...


Tuesday, January 28, 2020

Identity Theft is a growing concern in our nation. The reports consistently rank among the top consumer complaints made to the Federal Trade Commission and affect millions of Americans. Financial losses in the United States are...


Tuesday, January 7, 2020

The New Year brings new hopes and dreams for a better you. We are looking to enhance our lives in many ways. We are thinking about better health & fitness, becoming more organized and...