By Kyle Tomko March 18, 2024 Episode #322: Order of Tax-Free Strategies Based on Income Concepts, Money Script Monday In this episode of Money Script Monday, Kyle offers five vital strategies, from basic to advanced, to reduce your tax liability and enjoy more financial stability and freedom in retirement. Read this post
By Sal Mendoza March 4, 2024 Episode #320: Partnership Designed for Growth-Minded Advisors Concepts, Money Script Monday In this episode of Money Script Monday, Sal provides step-by-step instructions for building a thriving advisory business through a strategic and innovative partnership with LifePro. Read this post
By Sara Sullivan December 18, 2023 Episode #313: 6 Productivity Challenges and How to Avoid Them Concepts, Money Script Monday In this episode of Money Script Monday, Sara motivates financial professionals to increase their success by identifying pitfalls and solutions to their productivity challenges. Read this post
By Sean Brady October 23, 2023 Episode #305: Types of Transactions to Move Money from IRAs Concepts, Money Script Monday In this episode of Money Script Monday, Sean breaks down different IRA transaction types and navigates critical rules and regulations that can lead to unexpected delays and tax consequences. Read this post
By Sara Sullivan September 25, 2023 Episode #301: How to Avoid 6 Common Mistakes When Presenting Online Concepts, Money Script Monday In this episode of Money Script Monday, Sara offers valuable advice on how to avoid common and detrimental mistakes when presenting online so financial professionals can maximize their success. Read this post
By Laurence Williams September 5, 2023 Enhancing Executive Retention Strategies Through Indexed Universal Life Insurance Concepts In Laurence's latest article featured in Broker World Magazine, he presents a strategic approach for business owners that combines life insurance and executive retention to attract and retain valuable talent. Read this post
By Kevin Nuber August 28, 2023 Episode #298: Why Take Risk if You Don't Have to? Concepts, Money Script Monday In this episode of Money Script Monday, Kevin juxtaposes retirement portfolios with differing levels of risk to demonstrate how market conditions impact the outcome of a retiree’s income. Read this post
By Brittany Maples August 2, 2023 Fitch Cuts U.S. Credit Rating During Debt Crisis Concepts The only other time that the U.S. has been cut from its highest AAA rating was by S&P in 2011 when budget standoff issues and a prolonged fight over the government's borrowing limit caused unnecessary borrowing costs. Read this post
By Adam Reyna July 24, 2023 Episode #293: Financing Your Retirement with Other People's Money Concepts, Money Script Monday, Premium Finance In this episode of Money Script Monday, Adam demonstrates how financing allows for larger capital purchases and explains how financing can be used to accomplish more income in retirement while using less of your own money. Read this post
By Luke Geller June 12, 2023 Episode #288: The Safe Retirement Checklist to Protect Your Future Concepts, Money Script Monday In this episode of Money Script Monday, Luke forecasts the biggest retirement risks to illuminate their dangers and offers potentially safer strategies for retirement security. Read this post