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Monday, October 1, 2018

The national debt continues to rise – what does this mean for our country’s future fiscal stability? Where are we headed? Why does it matter to you? This week’s episode features Author and Financial Professional David...

 

Monday, September 17, 2018

How can you maximize your Social Security benefit if you’re supposed to file and claim on your own? Mary Beth Franklin, one of the nation’s leading Social Security Specialists, reveals how you can go about getting the most...

 

Monday, September 10, 2018

Pack your backpacks and hit the road because class is in session! With summer ending and school starting back up, we brought on Richard Polimeni, Chair of the College Savings Foundation, to crunch some numbers about the affordability...

 

Monday, August 27, 2018

Maslow's hierarchy of needs states that there are five basic needs that must be met before anything else – yet without realizing it, we often bend reality and stretch that five to 10, 12, or even 15. Simon Reilly, a coach and...

 

Monday, August 13, 2018

Let’s face it, it’s the 21 st century – Google is your best friend. Before going on a date or choosing a new hair stylist, Google provides you with your first impressions. It’s an innate reaction to hit the...

 

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Monday, July 30, 2018

You could be the smartest person in the world or the dumbest – it doesn’t matter. According to Behavioral Economist Kerry Johnson, there are 8 mistakes almost everybody makes with their money, regardless of intelligence....

 

Monday, July 16, 2018

Looking at the market’s history of stock crashes and bubble-bursts, don’t you want to be prepared for the next potential crisis? Many of the nation’s wealthiest individuals lived through the Great Depression, so...

 

Monday, July 2, 2018

Life is messy, unfair, and unpredictable, which is why you need to have financial “lifeboats” prepared. Join Financial Planner Frank Lojewski as he reveals three of the biggest mistakes people make during times of...

 

Monday, June 18, 2018

The crowd is cheering, your opponents are ready, and you’re lacing up your shoes – it’s game day. For sports, you need a coach to guide you to that final race, match, or game. Likewise, how can you expect to make it...

 

Monday, June 4, 2018

It’s summer – time for boats, four-wheelers, motorcycles, & more! But have you considered your insurance coverage and the liability you may have opened yourself up to? Insurance Specialist Gretchen Hefner-Evans explains why...

 

Monday, May 21, 2018

Attention – calling all business owners! With the new tax law act, did you know that you benefit the most from the changes?! Dive a little deeper into this act with Marvin Blum, one of the nation’s top 100 attorneys, and...

 

Monday, May 7, 2018

Stephanie Thompson is the mother to Danny, a young boy with Sensory Processing Disorder. She admits that although she is a Financial Professional, the family’s finances were not on her mind when she learned of the diagnosis...

 

Monday, April 23, 2018

You contribute to Social Security throughout your career, so why wouldn’t you make sure you get your full benefit? Dust off your calculator and head to your financial professional, because you’re going to want to do the...

 

Monday, April 16, 2018

At a young age, Elizabeth realized she didn’t want to work her life away. After abandoning a life in the city and dedicating her life to frugality, she was able to quit her full-time job at the age of 32 to pursue her dreams....

 

Monday, April 2, 2018

Attention women – did you know that you typically face more challenges in retirement than men do!? What do these unique challenges entail, and how can you ensure that you adequately prepare for them? Retirement Specialist Tom...

 

Monday, March 26, 2018

Did you know that the US debt has toppled over $21,032,685,133,173.23?! The new tax law has taken into consideration this severe cash crisis, and warned the nation that tax brackets will increase in eight years. Until then, however, we...

 

Monday, March 12, 2018

Have you or a loved one ever tried applying for VA benefits and been declined? VA Claims Agent Brian Byars has some great advice on how and with whom you can work to get your affairs in order and possibly get more benefits than you...

 

Monday, January 8, 2018

1050 Crown Pointe Pkwy,Suite1590 , Atlanta, GA 30338, 770-392-8715, www.jbakeradvisor.com Jonathan Baker is a Registered Representative and Investment Advisor Representative through Woodbury Financial Services, Inc. Securities and...

 

Wednesday, December 6, 2017

If you tell a car salesman exactly what you want, you probably won’t get a discount because he knows you’re not shopping around. Did you know that colleges are the same way? Educational Consultant Coy Howe reveals insider...

 

Monday, November 27, 2017

What if the floors, stairs, doors, and counters you’ve used day after day were suddenly inaccessible? Whether it’s an accident or aging, it could happen to you. Since most people wish to stay in their own home for as long...

 

Monday, November 20, 2017

Estate Planning Attorney Martin Shenkman’s life changed when his wife was diagnosed with multiple sclerosis. During his journey to make sure their financial affairs were in order as his wife fought her illness, he found a calling...

 

Monday, November 13, 2017

Being your own boss has its challenges but it also has some pretty neat perks, like tax deductions. One of the most overlooked tax deductions is the Health Reimbursement Arrangement, and since healthcare costs are higher than ever we...

 

Monday, October 23, 2017

You work hard on your clients’ plans, but do they struggle with following through on their own tasks? Advisor, Trainer & Speaker Jon Baker ran into the same struggles with his clients, and found a way to motivate them to succeed...

 

Tuesday, October 17, 2017

Do you have any friends or family members who are business owners, or maybe they just have some good ideas to help the community? Don’t miss Earl Humphrey talk about the SCORE program, and how they mentor businesses so...

 

Monday, October 9, 2017

Social Security is an important part of your retirement puzzle, but do you know how to get the most out of it? Since it’s such a complicated and ever-changing program, don’t miss sought-after Social Security Speaker Tim...

 

Wednesday, October 4, 2017

Investments Legend Sir John Templeton once wrote a fantastic and timeless article on 16 tips for investing, and this week our host Jim shares them all with you. Tune in for some helpful investment “Do’s & Don’ts...

 

Monday, September 25, 2017

She had it all – a great husband, a beautiful daughter, and a thriving career. In the blink of an eye, it all changed. Tune in as Jane Blaufus shares the tragic story of how her life changed when her husband passed, and her...

 

Wednesday, September 20, 2017

1050 Crown Pointe Pkwy,Suite1590 , Atlanta, GA 30338, 770-392-8715, www.jbakeradvisor.com Jonathan Baker is a Registered Representative and Investment Advisor Representative through Woodbury Financial Services, Inc. Securities and...

 

Thursday, September 14, 2017

Jon Baker Financial Group emailed our clients on Friday, Sept. 8, 2017 regarding the Equifax Data Breach. Since then, there have been several additional developments that we want to break down for you to provide additional clarity to...

 

Wednesday, August 23, 2017

1050 Crown Pointe Pkwy,Suite1590 , Atlanta, GA 30338, 770-392-8715, www.jbakeradvisor.com Jonathan Baker is a Registered Representative and Investment Advisor Representative through Woodbury Financial Services, Inc. Securities and...

 

Wednesday, August 16, 2017

Are your kids’ expenses costing you a fortune? How do you explain budgets and priorities to an adolescent who “needs” smart phones and gaming systems and clothes and music lessons and cars…? Dr. John Whitcomb...

 

Tuesday, August 1, 2017

Forget what you’ve seen on TV dramas! Wills and trusts are very different and have varying timelines and consequences for you and your loved ones, both before and after your passing. Tune in as Estate Planning Professional Jim...

 

Tuesday, July 25, 2017

You may be healthy today, but what about tomorrow? When Mark’s mother was 84 she seemed perfectly healthy, but that all changed in the blink of an eye. Tune in as Financial Professional Mark Wutt shares the obstacles he faced...

 

Monday, July 17, 2017

Did you know that there are up to 52 ways you can be taxed?! Financial Standout Rao Garuda came to the United States with just $7 in his pocket and a drive to educate himself and others. What he learned about financial planning and tax...

 

Wednesday, July 5, 2017

The Insurance Industry is constantly changing, so what does that mean for our Health Insurance and other coverages? Ted Nickel, the Insurance Commissioner for WI, set out on a mission to better understand and better serve the diverse...

 

Tuesday, June 27, 2017

When asked “Where would you like to spend the last years of your life?” most people will say anything but a nursing home. But without a plan, what will happen when you need round-the-clock care – and furthermore, how...

 

Tuesday, June 20, 2017

Are you worried about running out of money in retirement? What tools and strategies are available to help protect your retirement income despite all the risks? Who better to talk about those options than Tom Hegna, best-selling Author...

 

Tuesday, June 13, 2017

How is it possible that someone with the same portfolio could end up with more money, even if their investment returns are better? Tune in as Jason Smith, CEO of the Clarity 2 Prosperity Mastermind Group, explains the Sequence of...

 

Monday, June 5, 2017

Are you sacrificing your love life for your work life or vice versa? Business Coach Kelly Clements specializes in helping busy business people achieve balance so that they and their spouses can live a fulfilling life in and out of the...

 

Tuesday, May 30, 2017

In honor of Memorial Day, special guest Ken Feinberg explains how valuable life really is. As Special Master of the 9/11 Compensation Fund, he had the honorable and sobering task of calculating the dollar amount given to the families...

 

Tuesday, May 23, 2017

If you’ve ever had to drop everything to take care of a family member then you know that it’s not only time you’re giving – it costs physical, emotional, and financial resources, too. So how can you protect...

 

Tuesday, May 16, 2017

Are you a saver or a spender? Are you saving for retirement? More importantly, who taught you financial responsibility? What do you wish you knew sooner? This week, 30-year-old Real Wealth® team member Jade Paczelt describes what...

 

Wednesday, May 10, 2017

Life can change in the blink of an eye, and that’s exactly what happened to Rosemarie Rossetti. One minute she was riding her bicycle on a beautiful day, then next minute a tree feel on her and paralyzed her from the waist down....

 

Wednesday, May 3, 2017

You probably have auto insurance and health insurance, but did you know that it’s possible to insure your paycheck as well? If you depend on a regular stream of income, then let Corey Anderson “The Disability Insurance...

 

Wednesday, April 26, 2017

Philanthropy dollars aren’t the only way to make a difference! Gloria Nelund, Impact Investing Specialist and Co-Founder of TriLinc Global, explains how developing economies around the world provide both investment and...

 

Wednesday, April 19, 2017

Unless you have a crystal ball you just can’t tell what the tax rules, laws, and brackets will be when you retire. So what will happen to that IRA nest egg that hasn’t been taxed yet? How much could you lose? Tune in as Ed...

 

Wednesday, April 12, 2017

You can get just about anything online these days, even legal documents! But the devil is in the details, so it’s time to dust off those old documents and make sure you haven’t made any of these 10 common mistakes when...

 

Wednesday, April 5, 2017

Your clients & prospects love getting good-to-know tips from you in addition to your products and services, so show them you care about their overall financial wellness by sharing this informative episode on Credit Scores. Credit...

 

Wednesday, March 29, 2017

You see TV commercials all the time that advertise how easy it is to save money on insurance and the convenience of buying online, but at what cost? What corners are being cut, and will you pay more later? Insurance Professional...

 

Wednesday, March 22, 2017

You may be concerned about running out of money in retirement, but have you given any thought about what to do with the excess? Tune in as Financial Consultant Denise Appleby shares shocking stories of tax disasters that occurred when...

 

Tuesday, March 14, 2017

You probably do some online research or crowdsourcing when searching for a new mechanic, hairstylist, or other kind of service. So who is researching YOU? Nowadays, people such as employers, landlords, college admissions officers and...

 

Wednesday, March 8, 2017

When you think of a financial advisor do you picture a man? Meet Juli McNeely, Financial Professional and former President of the National Association of Insurance and Financial Advisors. In her new book and on this episode “No...

 

Wednesday, March 1, 2017

Don’t pay more than you have to for clothes, food, and… tuition? College is not only important and expensive, but it is also a business with marketing resources and “deals” to give out at its discretion. But...

 

Wednesday, February 22, 2017

While this podcast on cyber-security is a great episode to share with your clients & prospects, be sure to tune yourself to get some great advice on how to keep your clients’ information as safe & secure as possible. Our guest,...

 

Wednesday, February 15, 2017

You’ve worked hard, you’ve saved well, and now you have an impressive Nest Egg for retirement. But do you also have a contingency plan in place if you become ill and need extended care? Tune in as Dr. Bob Pokorski explains...

 

Wednesday, February 8, 2017

Have you considered exploring investment options outside of the norm? Tune in as Ryan Parson, National Speaker on Alternative Investing, explains some of the benefits of investing in Real Estate, and how you can find out if this option...

 

Wednesday, February 1, 2017

Are you planning on retiring someday? The financial services industry is going through a massive overhaul via the Department of Labor! While this may not be front page news for the average citizen, this has huge implications for the...

 

Wednesday, January 25, 2017

In the age of information, it’s nearly impossible to distinguish good from bad advice – especially when it comes to something as complicated and unpredictable as the finance world. Financial Professional Frank Lojewski...

 

Wednesday, January 18, 2017

Are you dreading tax season or do you work with a CPA? Tune in as Neil Narveson, CPA, shares insider secrets to help create deductions, and explains that a whole team of financial professionals are all moving parts in the machine that...

 

Wednesday, January 11, 2017

How long will you stay healthy enough to work? How expensive will retirement be? How long will you live? The “What Ifs” of retirement planning can be intimidating, but it is possible to plan for the unknown. Dr. Michael...

 

Wednesday, January 4, 2017

How often do people fall short of fulfilling their promises? Our guest Alex Sheen, founder of the nonprofit organization Because I Said I Would, left a successful career behind and set out to make the world a better place by helping...