Saturday, March 21, 2015

Why women need to be financially aware

Financial awareness among women is the newest educational frontier for advisers. and this particular interactive software does just that. It includes financial data, documents and family photos that can help visualize the big financial picture or demonstrate detailed information on any one financial holding or planning strategy.

Most women will spend at least part of their life on their own, either because they never marry or because they lose a spouse to divorce or death. This means many will be forced to manage their own finances in their later years without the support of a partner,” says Bast. “And because women tend to live longer than men, their money will need to stretch further.”

Syndicated financial columnist and talk show host Steve Savant interviews registered investment adviser and certified financial planner Heather Coulter. For almost 20 years she has been managing money and using a unique mind mapping software that analyzes, stores and retrieves client data and photos.

Saturday, March 14, 2015

Why families do generational planning

America's life expectancy is ever evolving towards new frontiers in longevity. Family planning is now incorporating four generations. The are four consumer generations are the mature who came from emerging affluence to affluence. The baby boomers were the generation of the team, not the individual. Generation X and Millennials are about the "army of one," i.e. the individual.

The defining differences in each generation create an customized environment that are flush with cultural significance and taboos. Learning the idiosyncrasies of each generation can help you communicate your message and identify the characteristics of your clientele.

Syndicated financial columnist and talk show host Steve Savant interviews registered investment advisers and certified financial planners Rob O'Dell and Heather Coulter. For almost 20 years they have been managing money and using their unique mind mapping software that analyzes, stores and retrieves client data and photos.

Saturday, March 7, 2015

Why Business Evaluation is So Important to Small Business

Small business is the backbone of corporate America. American business dominates the world in overall value. But small business seems to shy away from determining its true market valuation or simply over valuing the business.

But the real reason for most small business reluctance to secure a professional evaluation is the cost. New evaluation software is using state of the art algorithm design to calculate a valuation that is a great starting number and is extremely economical. Don and Steve walk you through the latest in business evaluation technology.

Syndicated financial columnist and talk show host Steve Savant interviews life insurance income specialist Don Prehn, CLU, ChFC. For over 20 years Don has been presenting cash value life insurance as a financial product option.

Saturday, February 28, 2015

Retire Happy

Late last year Tom did a PBS Special, entitled Don't Worry Retire Happy, 7 Steps to Retirement Security. PBS will be featuring over the next two years. Not surprisingly, Tom's new book is entitled, Don't Worry Retire Happy.

Tom walks the audience through the 7 steps and the new hybrid working retirement concept. He also addresses how to combat inflation during retirement.

Home equity can be created in the process of downsizing where the gain in the sale may receive tax favored treatment. Some just use an equity home loan for added income. And others use reverse mortgages.

Social Security is America's #1 retirement plan. But there is a critical decision to be made on how and when it's distributed. Tom addresses the three basics of Social Security and how to use them to maximize benefits.

Syndicated financial columnist and talk show host Steve Savant interviews author, platform speaker and PBS television media guest Tom Hegna, CLU, ChFC, CASL. This is episode features Tom's new book Don’t Worry, Retire Happy from Tom's PBS Special. Tom's other books are Paychecks & Playchecks and Retirement Income Masters.

Saturday, February 21, 2015

Estate Planning for the Ones You Love

During the next 30 to 40 years, Baby Boomers are expected to transfer $30 Trillion to their children. This is above and beyond the $12 Trillion they are in the process of receiving from their own parents. Mike introduces the basics of estate planning and uses easy to understand consumer conversation to discuss his approach to mitigating taxes, leveraging assets and and transferring wealth to targeted beneficiaries.

Syndicated financial columnist and talk show host Steve Savant interviews author, speaker and frequent media guest Mike Kilbourn, CLU, ChFC, CCIM, AEP, MSFS. Mike's book Disinherit the IRS is a staple in estate planning circles and is in it's second edition. Mike is also the founder and chairman of the Wealth Protection Network®, a national network of estate planning professionals that work in concert create and manage comprehensive estate plans.

Saturday, February 14, 2015

The Family Meeting to Your Financial Planning

Why facilitating Family Meetings is the most explosive growth opportunity in today’s financial planning landscape. Using the Family Survey to inspire clients into co-ordinating the meeting for your facilitation is a redirection in traditional family planning.

Anthony discusses the key questions that need addressing and why the planning commitments made are solid and more importantly more profitable for the family.

Syndicated financial columnist Steve Savant interviews Anthony Morris, author,International keynote speaker & practice development coach in the financial services sector.

Saturday, February 7, 2015

Consumer Insurance Questions

Syndicated financial columnist and talk show host, Steve Savant, answers consumer questions on life insurance in a brief one-minute video vignette with easy to understand explanations.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

Read More About Steve >>

Powered by Ash Brokerage

At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.

Learn More >>
Ash Brokerage

Give Us A Call: (800) 589-3000