Is it possible to really be ready for retirement? Yes. And this week Travis Scribner, Managing Partner of WestPac Wealth Partners, tells us what it takes to be prepared. Listen in to hear a discussion of whether or not the retirement readiness landscape is as bleak as it is sometimes portrayed, some of the psychological barriers to preparing for an event that is so far away, and tips for maintaining a sense of meaning in retirement Follow up with Travis: http://www.westpacwealthpartners.com/team/travis-scribner

  ... SHOW MORE

#5 / October 22, 2019

A financial services veteran, Jim Lake is filled with more passion today than when he started. This week, Jim Lake shares strategies for helping people prepare for their future, beyond the numbers. Tune in to hear: Why retirement is the #1 financial concern of most people How storytelling and introspection are revelatory when considering which financial retirement option suits you best What qualities to look for in a financial professional who will bring your best interests to the table when preparing you for retirement Advice for those who simply cannot save 20% of their present income for retirement Why Jim doesn’t feel that “retirement” is a good word to describe the contemporary shift in people’s priorities at that stage in their life Jim leads the Retirement Income Specialist, DI and Life Wholesale Team at Guardian and has more than 25 years of financial sales experience. Prior to joining Guardian in 2008, Jim was Vice President and National Sales Director for the Independent Division of PLANCO, representing Hartford Investments. During his tenure at PLANCO, Jim consistently ranked as one of the top wholesalers. Throughout his career in sales, Jim has been instrumental in building partnerships. A financial services veteran, Jim is filled with more passion today than when he started. His enthusiasm about the industry and knowledge has made him a well-known and sought-after speaker at conferences, presenting at over 1,000 engagements ranging from seminars to regional and national meetings. His most notable, engaging valued-added topics include: Holistic Planning, What Matters Most to Small Business Owners, and How to Build and Capitalize on a Unique Value Proposition. Jim’s goal is to provide financial professionals with differentiating practice management resources to help build their businesses. Jim is an avid practitioner of Brazilian Jiu-Jitsu, a martial art that promotes the sense of endurance and peace of mind. He lives in the Philadelphia area with his wife, Jacqui, daughter, Alex, and two sons, Jimmy and John.

  ... SHOW MORE

#50 / October 17, 2019

Corey Phillips is a successful financial advisor with the Bulfinch Group in Boston as well as a co-owner of a retail liquor-store,  community advocate that sits on the Board of four different non-profits, a youth sports coach, and a dad of one and one-on-the-way, we ask Corey Phillips, how do you do it all?  Corey explores how to manage the illusive time-to-value ratio so that we can decide what doing it all looks like for each of us.  Additionally, Corey shares how, as a business owner and entrepreneur, and now advisor to business owners, the economic landscape has changed in the beer wine and liquor industry and the microcosm that it represents on how we all adapt to change to continue to thrive. Tune in to hear: – How small businesses and individuals can prepare for the shifting economic landscape – Which lessons learned from running a small business can be applied to your personal life & finances – Three questions to ask yourself before starting your own small business – The importance of time management and family support when running your own business Follow up with Corey: https://www.bulfinchgroup.com/team/corey-phillips

  ... SHOW MORE

#49 / October 2, 2019

Nichole is a wealth management advisor with Westpac Wealth Partners who has 13 years of industry experience. She joins Dr. Crosby this week to discuss the good, bad and ugly of taking on personal debt. Listen in to learn: How certain types of debt can actually be good What she thinks can be done about the student debt crisis Why you might not be able to afford as much home as that mortgage calculator suggests What to consider when taking on credit card debt Many personal finance professionals consider “debt” another four letter word but Nichole’s nuanced take will give you much to consider. Follow up with Nicole: https://www.westpacwealth.com/team/nichole-mayer

  ... SHOW MORE

#48 / August 23, 2019

Jim O’Shaughnessy is the founder of O’Shaughnessy Asset Management and the author of “What Works on Wall Street”, one of the most influential investing books of all time. He joins me this week to discuss: How we can overcome the “illusion of uniqueness” and understand that we are just as prone to bias as the next person Whether or not he in fact killed value investing The primary psychological risks of both active and passive investing How to raise well-adjusted, successful children You won’t want to miss one of the brightest minds in quant investing and one of the best follows on Twitter.

  ... SHOW MORE

#47 / August 16, 2019

Andrew Guyton is a financial advisor with seven years of experience who joins us today to talk about the pros and perils of family business. In specific, we discuss: What he and his father do to make financial planning fun and engaging How he maintains a personal identity within a family business What his father required him to do to prove himself before signing on How he and his father manage to keep work and family separate in the off hours If you’ve ever considered getting into business with friends or family, this will be a must-listen!   Follow up with Andrew: https://www.guytongroup.net/team/andrew-guyton

  ... SHOW MORE

#46 / August 8, 2019

Laurie Ruettimann is an HR consultant, keynote speaker, entrepreneur, and now, the proud owner of a pretty sweet book deal. In this candid interview she speaks to the ins and outs of something that 80% of Americans hope to accomplish: writing a book. Specifically, we discuss: Why writing a book is a goal for so many people How to know if you have what it takes How much money you stand to make from writing First steps to take on the path to authorship Laurie is witty, knowledgeable, and gives an extremely honest look at the pride and pain of authorship. Listen in and start writing!

  ... SHOW MORE

#45 / August 1, 2019

Kathleen Burns Kingsbury is on a mission to break money silence and shatter taboos around finance. She joins us this week to discuss: Why we are more comfortable talking about sex, politics and religion than money How to talk to children about money in a manner that’s meaningful to them The pros and cons of financial literacy Join us for this fascinating discussion that will lead you to break down walls in your own financial life.

  ... SHOW MORE

#44 / July 25, 2019

Marty Nachemson is a partner at Prosperian Wealth Management where he specializes in holistic financial planning. Today, he joins us to discuss how he stays adaptable in a business world that’s always changing. We touch on: How “adaptability quotient” or AQ, differs from IQ and EQ Is the world really changing faster than ever? Harvard’s take on the three keys to having high AQ How to create a culture that is comfortable with change Follow up with Marty: http://prosperianwealth.com/martin-nachemson/

  ... SHOW MORE

#43 / July 18, 2019

Doug Shaw believes that we are all artists and teaches business professionals to regain the natural enthusiasm for creativity we all had as children. Join us this week to learn: How we can regain our former skill with and love of creative thinking Why the World Economic Forum rates creativity as one of the top 3 skills needed for the future How to focus on creative process rather than outcomes How to overcome the fear of failure that chokes out creative thinking Join us for this candid conversation that includes Daniel sharing his own struggles with breaking out of an intellectual rut.    

  ... SHOW MORE

#42 / July 11, 2019