Wisdom to Wealth

Stevens In Second Episode 4 Supply Chain Surplus Circus

Wisdom to Wealth Ep 232 Guest Larissa Steffen

My guest Larissa Steffen works with young individuals that struggle with debt and finances. Her experience in Psychology and Behavioral Finance will help dig into the why behind your actions. Why are you spending so much? Why can't you save? Why can't you stop using a credit card? We'll explore it all and give you practical solutions that don't leave you feeling restricted. This is an episode you cannot miss.

Financial Literacy - How to Know When To Buy or Sell

One of the problems with financial literacy is not understanding how to get the right information to make investment decisions. This podcast focuses on the ability to remain in control so that you have the right information for better future planning.

Life Insurance Is It an Asset?

If you or your clients are concerned about life insurance, do not. Life insurance is as much an asset as other products. As long as cash is available for distribution, life insurance becomes an asset. Life insurance can be leveraged to mitigate risk and can provide multiple strategies for your legacy plan.
#retirementplanning #estateplanning #lifeinsurance #terminsurance
 

Passive V Active Investing

There are two approaches to investing – passive and active. One requires a real time thorough monitoring system; the other longer-term and less costly. There is no right or wrong, strictly personal approach. This informative seminar offers both approaches so that professionals can help their clients with the best alternatives related to risk.
#retirementplanning #investing

Why You Need To Listen to Your Financial Markets Advice

The media and too many social media advocates voice opinions about what is going on in the financial markets. The only way to know what to do with your money is simply to conduct the best research by yourself. Trusting others that spark rumor is not advice that is just bad judgment. Using your own head to make decisions keeps you more profitable and less stressful. 
#financialreseach #marketvolatility #retirement #estateplanning
 

Stevens in Seconds - Avoiding Stupid Advice and Remaining in the Markets Longer

There are too many individuals with too much poor advice given to you about financial markets. In order to play they game you need to know what to listen to and what to avoid. More importantly, there is both the active trader or the passive. This episode allows you to make the right financial decisions for your future and your needs. 

Benchmarking Your Business For Growth

 
A lot of times, we ask clients – what do you want to get out of your business? Whether it’s a sale down the road, family succession, or you just want to grow as fast as you can now, taking an outsider’s viewpoint can help. There are two critical questions we focus on to ensure business owners are optimizing their efforts.
 

Estate Planning for Business Owners

We know that your business will fund your retirement plan, and potentially create a multi-generational family enterprise, but there's one area of risk you shouldn't be taking. That’s your estate plan. And most of the time – it’s not top of mind. Find out why an estate plan is crucial for the business. 

Why Financial Advisors Matter

Warren Buffet recently dissed on Financial Advisors saying they are bottom feeders. The fact is Financial Advisors serve a dire purpose. There is piss poor financial management conducted in schools so the right method is getting good advice from a professional that can help produce the liquidity and lifestyle you dream of.