Laughing Matters: Unleashing Joy with Paul Osincup, Episode #173

After more than a decade of researching humor—and applying it in his own life—Paul Osincup realized it was powerful. Paul became interested in the use of humor to influence, lead, decrease stress, and boost resilience. There’s a lot written about how good humor is for us. There are so many …

Can You Benefit From The Power of Tax Loss Harvesting?

Taxes are an adversary of anyone’s financial well-being.  We must all pay our fair share of taxes, but at the same time there are strategies you should be aware of that may assist you in lowering the financial impact.  One such strategy, tax loss harvesting, can be transformative in the pro …

Protecting Your Future: Insights from Kathy Stokes AARP’s Fraud Watch Network, Episode #172

Consumer fraud is an issue that’s run rampant for too long. And when it impacts the elderly, it’s heartbreaking. Kathy Stokes—the Director of Fraud Prevention Programs with AARP—is passionate about educating older adults on the risks that fraud represents to their financial security. Since …

How to Make Friends with Nick Gray, Episode #171

Nick Gray is an entrepreneur and best-selling author who started and sold—not one—but two successful companies: Flight Display Systems and Museum Hack. Over 75,000 people have watched his TEDx talk about why he hates most museums. He’s also the author of “The 2-Hour Cocktail Party, a step-b …

Unlocking Peak Performance: A Mindset Playbook with Dr. Cassidy Preston, Episode #170

How do you unlock peak performance? Dr. Cassidy Preston believes that the foundation for performance needs to be mindset. That’s why Dr. Cassidy founded Mental Performance Coach at CEP Mindset. He is dedicated to optimizing the mindsets of elite athletes and high-performers. His priority is …

How Writing a Book Can Transform Your Path with Lauren Cobello, Episode #169

Have you ever thought about writing a book? Are you one of the people who says “I have a book inside me” but never takes the leap? Lauren Cobello is a renowned TV personality, author, and prominent figure in the world of public relations. Lauren took her personal triumph of overcoming debt …

What Are You Paying Your Advisor, Do You Know?

Financial Services is littered with jargon and many firms rely on smoke and mirrors to confuse you so you cannot discern what you are paying your advisor. You should be able to discern what your costs are relatively easily. One of the very first things we share with families when we are exp …

Boosting Your Confidence: Unleash Your Inner Power, Episode #168

Emily Jaenson is a keynote speaker, podcast host, author, and co-founder of the Assist Group. Emily has been called a next-level motivator and inspirational leader. She lives up to her motto, “Be so good they won’t forget you!” Emily grew up in a small town with amazing parents but wanted m …

The Digital Debrief with Samantha Allen, Episode #167

Samantha Allen—the Senior Vice President of Digital Marketing at Carson Group—is a rockstar when it comes to digital marketing. She was recently recognized by WealthManagement.com as a rising star. She is part of our team at Carson Group and leads the integrated channel team. That means she …

Perfectly Hidden Depression with Dr. Margaret Rutherford, Episode #166

Dr. Margaret Robinson Rutherford is a clinical psychologist with thirty years of experience, an author, a TEDx speaker, and a podcast host. Dr. Margaret is known for her vibrantly engaging and theoretically well-crafted presentations. Her passionate message is that healthy mental and emotio …

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