By Gabe Lindemann August 29, 2022 Episode #253: The 2022 College Planning Season Has Begun College Planning, Money Script Monday In this episode of Money Script Monday, Gabe breaks down current trends in college planning events and appointments and reminds advisors what their goals should be going into 2023. Read this post
By Sal Mendoza August 22, 2022 Episode #252: Is Your Retirement Plan Government Sponsored or Privately Funded? Life Insurance, Money Script Monday In this episode of Money Script Monday, Sal compares two retirement plans, one through the government and one through a life insurance carrier, and explains the benefits and shortfalls between the two. Read this post
By Brian Manderscheid August 15, 2022 Episode #251: Is the 60/40 Portfolio Dead?... Introducing the New 60/20/20 Annuities, Money Script Monday In this episode of Money Script Monday, Brian illustrates a new portfolio design to further diversify retirement plans and mitigate risks like market volatility and running out of money. Read this post
By Parker Obert August 8, 2022 Episode #250: 5 Steps to Building a Credible LinkedIn Profile Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Parker breaks down 5 easy steps one can take to set up their LinkedIn profile to make a great first impression online. Read this post
By Luke Geller August 1, 2022 Episode #249: How to Speed Up the Premium Finance Process Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke unpacks the 4-step timeline of purchasing a premium finance case and the strategies you can use to speed up this process. Read this post
By Laurence Williams July 25, 2022 Episode #248: 3 Steps to Protect, Save, and Grow Your Retirement Portfolio Concepts, Money Script Monday In this episode of Money Script Monday, Laurence brings light to the three steps individuals can take to protect, save, and grow their retirement portfolio as if they are building their dream home. Read this post
By Sara Sullivan July 18, 2022 Episode #247: 6 Answers to Our Most Popular Licensing & Contracting Questions Concepts, Money Script Monday In this episode of Money Script Monday, Sara answers 6 of the most popular questions advisors ask us in relation to licensing and contracting. Read this post
By Jackson Cockrell July 11, 2022 Episode #246: How to Think like a Successful Investor Investments, Money Script Monday In this episode of Money Script Monday, Jackson dives into three mental barriers that negatively affect investment strategy and the proper tools needed to overcome them. Read this post
By Kyle Tomko June 27, 2022 Episode #245: Two "Different" Ways Premium Finance Can Amplify Your Wealth Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle breaks down two different scenarios where premium finance can be utilized to maximize retirement income or preserve wealth and legacy. Read this post
By Gabe Lindemann June 20, 2022 Episode #244: College Planners: Get Ready for a Huge College Planning Season College Planning, Money Script Monday In this episode of Money Script Monday, Gabe forecasts the upcoming college planning season and shares tactics that could maximize business submitted. Read this post