In this episode, the Ison brothers mix sharp legal advice with candid stories and a touch of self-deprecating humor as they discuss the new Mosaic rule and what it really means for pilots hoping to fly under light sport privileges.… READ MORE
There’s a deep irony that happens to people who chase validation and power at all costs: They’re the ones who end up exhausted, paranoid, alone, burnt out, bitter, and resentful in the long-term. If it hasn’t happened yet, it’s only a matter of time.… READ MORE
Having friends is a blast. You enjoy the good times and feel loved. You might even think you have a lot of them.
And then life goes south… You might need a helping hand or someone to talk to. Those “friends” are nowhere near.… READ MORE
In this episode, Harold Green tells the truth about “safe” investments like annuities that can quietly sabotage your dreams of financial freedom. If you’ve ever panicked after a market dip and felt tempted to play it safe, Harold explains why that move might actually slow down your path to early retirement.… READ MORE
Some people look at the funds that go into a Whole Life Insurance policy built for Infinite Banking and think the money goes in and then you don’t have control…at least not for a long time.
But is that the truth?… READ MORE
On this episode, Joe Pantozzi and Curtis May bring to you the six quietly powerful rules that wealthy families use to protect, grow, and pass on their assets for generations. You’ll hear the hard truths about how financial institutions design products in their own favor, and how you can flip the script to take control.… READ MORE
Show Highlights:
Ernie Chappell’s background and the EFC Systems story. [04:54]
The importance of prioritizing longevity and buyer needs over rapid growth. [08:00]
Early signs of board misalignment and ways to resolve it.… READ MORE
In this episode, I’m exploring a topic that touches all of us, yet one we so rarely anticipate: setbacks. I’ll also reveal the art (and the necessity) of bouncing back from setbacks, how instead of defining us, they can shape us, helping us grow stronger, wiser, and more resilient.… READ MORE
In today’s episode, host Lorie Jones sits down with the remarkable Libby Greiwe, owner of the Efficient Advisor and an inspiring force in the world of financial planning. Libby’s journey is anything but ordinary: she went from engineering physics to sports marketing, eventually to start a seven-figure financial planning firm while working just three days a week to be a super-present mom.… READ MORE
Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results by definition.
But wait – there’s more!… READ MORE


