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In today’s episode, Joe Pantozzi and Curtis May share insights on the profound connection between family dynamics and financial success. From managing your own family banking system to ensuring your wealth benefits future generations – this episode has got it all.…

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In today’s episode, Greg McCollum explores managing different types of employees within a law firm and shares critical insights into building a high-performing team by identifying and harnessing the power of A-players.…

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While I love when financial advisors read marketing books to level up their skills…
Most of the advice isn’t just downright wrong for the financial industry, but it can have the opposite intended effect!…

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In today’s episode, Lorie Jones sits down with the trailblazing Shelby Nicholl, a powerhouse in wealth management and founder of the Muriel Network.
Shelby’s journey is a masterclass in maintaining your authenticity while climbing the corporate ladder.…

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Do you find yourself hopping from one toxic relationship to the next?
If so, here’s a tough pill to swallow: You’re the common denominator—especially if you think you’ve just gotten unlucky in relationships.…

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Everyone faces challenges at some point in their life. You may have faced more than others, but what truly matters is how you respond to those challenges. Your legacy is determined by how many times you get back up after you’ve been knocked down.…

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Today, we’re tackling the raw side of being an entrepreneur.
You’ll hear about my own battles with crooked partners, sneaky vendors, and untrustworthy employees. We’re cutting through the fluff to give you real talk and valuable lessons.…

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In today’s episode, Harold shares strategies for this big problem called: “Making Up Retirement Funding Shortages.” If you’re a medical professional, engineer, or educator dreaming of early retirement, you can’t miss these actionable insights.…

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Albert Einstein is credited with saying “Compound interest is the eighth wonder of the world.” And one of the perks of IBC is that compound interest can work in your favor, even when you borrow against your whole life policy.…

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In today’s episode, host Jennings Smith will take you behind the scenes of an exclusive dining experience at Chubby Fish in Charleston.
You are going to learn how special experiences can change everything.…

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