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  • 00:27

    A Discussion of Financial Planning

    in Politics

    Helen Carroll and Olivia Mussett discuss their organization Mussett Wealth Management and financial planning

  • 00:22

    Financial Planning Advice

    in Finance

    With more than 31 years of financial management experience, Jay Hochheiser, President & CEO of Hochheiser, Deutsch & Company has seen many people make financial mistakes- at the cost of their homes and much more. During this episode of Hilary Topper on Air, Jay will provide financial tips and strategies, while discussing his new book "The Physician's Guide to Achieving Financial Freedom!" If you’re a ready to obtain financial freedom, tune in to this episode!

  • 00:31

    Financial Planning vs. Prosperity Economics

    in Finance

    On today's show No BS Money Guy Todd Strobel and Best Selling Financial Author Kim Butler are going to focus on the facts, uncover the truth and show in no uncertain terms what makes The Prosperity Economics Movement different, powerful and necessary to help our listeners take back control of their finances and experience financial peace. 


    For more info checkout:


    http://www.prosperitypeaks.com/


    http://partners4prosperity.com/


    Claiming a Space by Patricia Hinkley


     

  • 00:31

    Financial Planning vs. Prosperity Economics(part 2)

    in Finance

    On today's show No BS Money Guy Todd Strobel and Best Selling Financial Author Kim Butler are going to focus on the facts, uncover the truth and show in no uncertain terms what makes The Prosperity Economics Movement different, powerful and necessary to help our listeners take back control of their finances and experience financial peace. 


    For more info checkout:


    Financial Planning vs. Prosperity Economics (part 1)


    http://www.prosperitypeaks.com/


    http://partners4prosperity.com/


    Claiming a Space by Patricia Hinkley


    Richest Man in Babylon

  • 00:16

    Financial Planning For New Parents

    in Moms and Family

    Babies are expensive. Your love for your new baby is endless, but your wallet isn't. Diapers, formula, clothing, childcare.  How can you plan for college when you are just trying to make it to next payday?  Today's guest financial strategist Lori Spivey discusses getting that financial dialogue going and things for new parents to think about.  The worst planning is no planning. A little planning for your family now will go a long way later.  

  • Digging Deeper Into Your Financial Plan

    in Finance

    Find out where to invest your energy when crafting your financial plan.  Too often, investors waste time trying to control things they can't, while ignoring ways they can improve their financial plan.  Learn what you can do that can most impact whether you reach your financial goals.  Get ready to dig deeper into your financial plan!

  • 00:31

    Whats Your Biggest Question about Running a Successful Financial Pract

    in Finance

    How to Build a Wildly Successful Practice with Plenty of Time Off!


     


    No BS Money Guy Todd Strobel grills Partners for Prosperity's Kim Butler on how she runs a multi-six figure business - WITHOUT working 50 or 60 hours a week!


     


    Kim has built TWO different financial practices (one working for with a financial services company, then building her own practice). She is also a coach for Strategic Coach, the elite entrepreneur coaching organization, and she finds time to write books, help Todd Langford conduct Truth Trainings, raise alpacas, be a mom, and enjoy life!


     


    How does she do it? You asked the questions, and now, we've got answers! In this episode, Kim spills the beans on:


    - How to stay focused on what matters to maximize results;


    - The BEST source to keep a steady flow of prospects;


    - Exactly how to ask clients for referrals and make it easy for them to say "Yes";


    - How Kim tracks her business, and knows where clients are in the process;


    - What tools and programs you shouldn't live (or work) without;


    - Utilizing a team, how to start small, and how to determine if they are a "fit";


    - How to save tons of time with automation, technology, and "collateral";


    - "Marketing assets" that work 24/7!


     


    Plus, the importance of collaboration in your business, and how to harness that to take your business to a new level!



    Kim is hosting a breakthrough new event for Advisors (especially advisors who include whole life insurance in their toolkit) of learning, masterminding, and networking with like-minded individuals - The Summit for Prosperity Economics Advisors!


     


     

  • 01:00

    Retirement: Planning for your future

    in Business

    You work hard in your business. You wear so many hats to keep things going, to keep customers happy, employees on target and engaged and manage all the back end .. not to mention your family and personal needs. Often entrepreneurs find themselves so deep IN their business that they don’t have time to work ON their business. You need to be able to see over the wall to the next level and target the next level. Part of that strategic thinking is around financial planning, maximizing tax situations for today and planning for your future. It is important to stop and take this long term view for a few moments to make some important choices today.


     


    What you will learn:



    What is financial planning, really?
    What are the biggest mistakes business owners make in retirement options
    How can planning for retirement can reduce current taxes


    Todays Guest:


    Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. Sameer serves on the Board of Directors of the Philadelphia/Tri-State Financial Planning Association (FPA), is senior financial services leader on industry roundtable discussions, and is an active volunteer at CFA Institute. He is also a Board Advisor and Managing Director of Institutional Education at the iPlan Education Institute in New Delhi, India. A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent guest lecturer on succession planning, business retirement, diversity, financial planning, entrepreneurship, and leadership. 


     

  • 00:22

    Lagniappe Events and Planning with Andrea Jones

    in Entrepreneur

    Andrea Williams Jones is a native of Baton Rouge, LA and the mother of 3 girls (Danielle, Marchelle and Janelle). She is a graduate of McKinley Senior High and Louisiana State University. Andrea started her sales career upon graduation from LSU and has worked in the sales industry for the past 20 years with the last 12 years in the hotel industry. She has received numerous sales awards from her property management company and eventually turned the knowledge that she acquired from her sales training and experience into starting her business venture, Lagniappe Event and Meeting Planners, LLC. Her creativity and professionalism has made Andrea a sort after event and meeting planner.


    Andrea has also expanded her talents to reach the community by utilizing her event planning experience to create special events for women to encourage, edify and strengthen them through their journey in life.  She states, “It is important to give back because so much has been given to me."  Lagniappe Event and Meeting Planners' mission is to create the ultimate experience for its customers. Professional, Prompt and Courteous Service is our guarantee


    Some honors include:


    2010-2011, Vice President of Sales and Marketing for the Baton Rouge Hotel Motel Association


    2009, Recipient of the Sales and Marketing Executives of Greater Baton Rouge, Sales Excellence Award


    2009 & 2010, IHR(Interstate Hotels and Resorts) Sales Excellence Award Cruise Winner   

  • 00:16

    The Pitfalls of Do-It-Yourself Estate Planning

    in Legal

    Have you ever considered writing your own will? You may think, "I know what I want – how hard can it be?" Unfortunately, with DIY estate planning, you really do "get what you pay for." Heather Walser will adress the topic of estate planning and why using an estate planning attorney will save you time and treasure in the end.

  • 00:31

    Digging Deeper Into Your Financial Plan

    in Finance

    Join us as we launch our new format!  Learn about the high cost of annuities; our Charitable Giving in 2015 event on April 1, 2015; and our consumer and kid's tip of the week.  This week's main topic is learning how to make your financial plan focused on what you can control, rather than wasting your energy on things you can't control!  Don't miss this opportunity to dig deeper into your financial plan.