By Sean Brady November 15, 2021 Episode #217: What You Need to Know About These 2 Social Security Reductions Annuities, Money Script Monday In this episode of Money Script Monday, Sean analyzes two crucial Social Security regulations that could reduce the amount of spousal, widow/widower, or personal benefits paid to you in retirement. Read this post
By Michael Clementi November 8, 2021 Episode #216: The Three Legged-Stool: Achieving Financial Peace of Mind Annuities, Money Script Monday In this episode of Money Script Monday, Michael dives into a three-sided approach to reaching financial well-being in retirement. Read this post
By Laurence Williams November 1, 2021 Episode #215: 3 Key Ingredients to Hosting a Striking Webinar Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Laurence breaks down 3 powerful ingredients that will give your webinars structure, make your content stick, and motivate your audience to take action. Read this post
By Tim Devlin October 25, 2021 Episode #214: How to Invest for Rising Interest Rates Investments, Money Script Monday In this episode of Money Script Monday, Tim unpacks 3 strategies you can utilize to hedge your wealth against a rising interest rate environment. Read this post
By Luke Geller October 18, 2021 Episode #213: Are You Protecting Yourself Against the Ultimate Stealth Tax? Annuities, Money Script Monday In this episode of Money Script Monday, Luke unveils what the stealth tax is and why you should be concerned about how it may factor into your retirement planning strategy. Read this post
By Brian Manderscheid October 11, 2021 Episode #212: What 10+ Years as an IUL Owner Can Do For You Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian explains his experience as an IUL owner and what benefits the policy has allowed him to take advantage of. Read this post
By Kevin Nuber October 4, 2021 Episode #211: How to Pay Zero Taxes Just Like Jeff Bezos and Elon Musk Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin unveils the basic strategies used by the ultra-rich to legally maximize their streams of income while minimizing the amount of income they pay to the IRS. Read this post
By Adam Reyna September 27, 2021 Episode #210: 5 Key Estate Planning Tools Everyone Should Consider Concepts, Money Script Monday In this episode of Money Script Monday, Adam dives into powerful estate and succession planning tools to consider that will help you prepare for the unexpected in retirement. Read this post
By Kyle Tomko September 20, 2021 Episode #209: Bonds vs. Indexed Annuity: Where to Allocate as Interest Rates Rise Annuities, Money Script Monday In this week’s episode of Money Script Monday, Kyle analyzes the benefits of reducing your bond exposure while providing alternative investments to protect your capital once interest rates begin to rise. Read this post
By Jeff La Pierre September 13, 2021 Episode #208: 3 Products You Actually Won't Lose If You Don't Use Life Insurance, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jeff breaks down all you need to know about accelerated benefit and long-term care riders – how they’re used in a financial plan, who qualifies, and how to access the benefits. Read this post