The Bonus Your Best Employee Doesn't Know They're GettingEvery business owner has that one person. Not a partner, not family — just an employee who makes the whole place run. And every business owner…
Every September, the insurance industry runs Life Insurance Awareness Month — and most of the advice sounds the same: buy term, protect your family, don't wait. That advice is correct. It's also, at…
Advanced Financial BasicsSuccess is boring. That's not a knock — it's the whole point. The best tennis players in the world don't win with highlight-reel shots; they win by making almost every easy…
73% of business owners who say they're ready to sell are missing at least one of the two numbers required to know if a sale will actually work. In this episode, David breaks down a new data study of…
Guest: Peyton Hoppes, ProVest Wealth Advisors (Spartanburg, SC)Episode SummaryDavid sits down with longtime friend and fellow financial advisor Peyton Hoppes to talk shop. Peyton recently joined…
The Richest Corpse in the GraveyardIf you ran out of money, when would it happen? For a growing number of retirees — paid-off home, pension, Social Security, a seven-figure portfolio sitting quietly…
Replay Episode — This one's a "blast from the past." David originally recorded this conversation in the last quarter of 2022, right in the middle of heavy recession fear and a rough year in the…
The Mid-Year Money Checkup: 9 Things to Check Before the Year Slips AwayYou change your oil every 5,000 miles or so. Nobody waits for the engine to seize up on the highway to think about it. Your…
WIth years of experience as a daily money manager, Amy Carrick serves the needs of those who are in the most need of help. In this episode, we talk about the roles that a daily money manager can play…
Having come from a family of life insurance professionals, Mark Chesson is an encyclopedia of Life insurance and it's advanced uses. In this episode, you will learn how ultra high net worth families…
