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Jul 24, 2019

Savvy Tax has gotten lots of questions about the tax brain teaser featured in "How Tax Planning Changes Through Four Stages of Retirement." Jeffrey Levine walks you through the surprising truth about the Social Security tax torpedo, and explains how to use the Presentation User Manual.

Jul 15, 2019

What’s Working Now: This advisor shares how he uses educational workshops to grow his book of business.

Jul 11, 2019

Every wondered if you should start your own podcast? It took Mitch Slater 9 years to get it going at UBS, but now it’s a huge success. Listen in and learn the most important reason to do a podcast and the wrong reason to do one, how to come up with guests and topics for your show, how to market your show, and how...

Jul 10, 2019

In this show, host Ellen Rogin talks with author and consultant Holly Buchanan about how to stay calm and cool in conflict situations and difficult conversations. Learn how to turn conflict situations into relationship building opportunities with clients, what happens to your brain when you get triggered and how to...

Jul 8, 2019

What’s Working Now: This advisor chose to specialize in Medicare insurance, able to help people through the complex decisions.