Join us for today's podcast as Crystal delivers a comprehensive educational presentation on life insurance, explaining 10 key terms to help clients understand and confidently discuss life insurance…
Join us for today's podcast as Crystal shares insights from her recent talk to CEOs about the importance of having a clear vision, mission, and values, emphasizing that these principles apply to…
Join us for today's podcast as Crystal discusses the current state of Social Security, highlighting research showing that only 40% of income will be replaced by Social Security benefits despite many…
Join us for today's podcast as Crystal discusses the question of whether clients need to diversify between different brokerage firms like Charles Schwab, Vanguard, or Fidelity as part of their…
Join us for today's podcast as Crystal discusses the Trump account, a new investment vehicle for children, and explains how it allows contributions of up to $5,000 per year without requiring earned…
Join us for today's podcast as Crystal discusses the importance of discovering who you are, living intentionally, and building a legacy. She will share examples of Frank Sinatra, Babe Ruth, and…
Join us for today's podcast as Crystal discusses various types of risk in investing, focusing on market risk and how market cycles and indexes like the S&P 500 and Dow Jones Industrial Average can…
Join us for today's podcast as Crystal discusses the five key categories for managing money: Live (lifestyle expenses), Give (charitable contributions), Grow (saving and investing), Owe (taxes), and…
Join us for today's podcast as Crystal discusses the increase in retirement savings requirements according to Northwestern Mutual's 2026 Planning and Progress Study, which found Americans now need…
Join us for today's podcast as Crystal discusses the phenomenon where 63% of Americans are more fearful about running out of money in retirement than about dying, highlighting the risk of spending too…
