Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Our podcast is tailored to those in the RIA space. More knowledge equals less fear or the unknown, so we are here to kick open the toolbox, play with the tools, and have a honest/blunt conversations about the insurance toolbox accessable to you and your clients.
| Episode | Date |
|---|---|
|
Kim Luthy Synthesis Wealth Pt 1
|
May 08, 2026 |
|
Liz Hand - Pleasant Wealth Pt 2
|
Apr 23, 2026 |
|
Liz Hand - Pleasant Wealth Pt 1
|
Apr 09, 2026 |
|
James Wong - The Founder's Chair
|
Mar 20, 2026 |
|
Rick & Jake Eskin - Dye & Eskin, INC.
|
Jan 27, 2026 |
|
John Swystun - Auxesys INC Part 2
|
Dec 04, 2025 |
|
John Swystun - Auxesys INC
|
Nov 19, 2025 |
|
Fabian Gonzalez - National Vice President Symetra
|
Oct 30, 2025 |
|
Mark Lingenfelter and Jamie McGill - Christopher Steet Financial
|
Sep 19, 2025 |
|
Shane Keith - KDI Wealth
|
Sep 02, 2025 |
|
Jen Fox - Finseca
|
Jul 08, 2025 |
|
Hector Martinez - Head of Insurance - John Hancock Part 2
|
May 30, 2025 |
|
Hector Martinez - Head of Insurance - John Hancock Part 1
|
May 19, 2025 |
|
Jeannie Underwood
|
May 02, 2025 |
|
Tom Hegna
|
Apr 07, 2025 |
|
Kara Murphy Chief Investment Officer - Kestra
|
Mar 14, 2025 |
|
Matt Regan - Wealthcare Capital Management
|
Mar 06, 2025 |
|
Aaron Anderson - Fit Asset Management
|
Feb 21, 2025 |
|
David Reynolds - Enhancing PPVUL and PPVA Capabilities
|
Jan 09, 2025 |
|
Andrea Caruso - MIB: The Risk Report
|
Dec 18, 2024 |
|
Derrick Pfau
|
Dec 10, 2024 |
|
Jason Gordo- Building a Modern Wealth Management Firm
|
Nov 21, 2024 |
|
Karen Reifel - A Conversation about Success
|
Oct 21, 2024 |
|
Matt Gibson – Tech Innovations in Financial Planning, Insurance, & Longevity
|
Sep 25, 2024 |
|
Bill Comfort Part 3: What are the options:
|
Sep 11, 2024 |
|
Bill Comfort, Part 2, How to have the conversation
|
Sep 04, 2024 |
|
Bill Comfort, Part 1, What is LTC?
|
Aug 28, 2024 |
|
Melissa Bova and the State of LTC
|
Aug 14, 2024 |
|
Army Robinson & the Tax Sunset
|
Jul 29, 2024 |
|
Annuities & More with Sheryl Moore
|
Jul 08, 2024 |
|
Foundational Information
|
May 07, 2024 |