In the era of shifting financial landscapes, the importance of a reliable financial advisor has become crucial, particularly for Baby Boomers. As a demographic approaching or already in Retirement, Baby Boomers have specific financial needs and challenges that need to be addressed. Financial advisors provide Wisdom and guidance on investments, Estate planning, tax issues, and Retirement Planning as we approach retirement age, helping us navigate complex financial landscapes. As our Experts explore in this section of the site, their expertise can be the key to your financial Security and success where you can leave a Legacy to future generations like Generation X and Generation Z.
In the face of uncertainties, a financial advisor can be the cornerstone of financial stability for Baby Boomers. Choosing the right financial advisor involves careful consideration of their qualifications, experience, ethical standards, and how well their services match your financial needs. A great advisor not only guides you through the complexities of Finance and respects your hard-earned assets, but also partners with you to achieve your long-term goals.
Almost sixty percent of Michelle Puccinelli's virtual assistant students are empty nesters. She didn't design it that way. They just kept showing up.Michelle runs Virtual Work Studio, a marketing agency with a training program that prepares women to work as specialized virtual assistants. When she b…
Almost sixty percent of Michelle Puccinelli's virtual assistant students are empty nesters. She didn't design it that way. They just kept showing up.Michelle runs Virtual Work Studio, a marketing agen…
Almost sixty percent of Michelle Puccinelli's virtual assistant students are empty nesters. She didn't design it that way. They just kept showing up.Michelle runs Virtual Work Studio, a marketing agency with a training program that prepares women to work as specialized virtual assistants. When she built the program, she was thinking career changers and moms returning to the workforce. What she found was a wave of empty nesters who wanted flexible work, on their own terms, without the grind they'd left behind.The episode gets into what virtual assistant work actually looks like, what skills tra…
We’ve been taught that longevity lives in our lab results—cholesterol, blood sugar, inflammation markers. But what if your ability to grip, stand, walk, and produce force tells us more about your future than anything in your bloodwork?In this episode, we explore the tension between traditional b…
We’ve been taught that longevity lives in our lab results—cholesterol, blood sugar, inflammation markers. But what if your ability to grip, stand, walk, and produce force tells us more about your …
We’ve been taught that longevity lives in our lab results—cholesterol, blood sugar, inflammation markers. But what if your ability to grip, stand, walk, and produce force tells us more about your future than anything in your bloodwork?In this episode, we explore the tension between traditional biomarkers and functional performance measures. Is longevity something we measure in a lab—or something we express through movement?Dr. Jeff Armstrong and Corbin Bruton break down the most important lab markers for aging well, the overlooked power of strength and aerobic capacity, and why the futur…
Send us Fan MailOne bad stretch can make you believe you’re stuck as the worst thing that happened to you, and that’s exactly what we push back on with Jesse Lewis. Jesse is a professional stage hypnotist whose live shows vanished during Canada’s COVID shutdowns, and the fallout hit fast: lost…
Send us Fan MailOne bad stretch can make you believe you’re stuck as the worst thing that happened to you, and that’s exactly what we push back on with Jesse Lewis. Jesse is a professional stage h…
Send us Fan MailOne bad stretch can make you believe you’re stuck as the worst thing that happened to you, and that’s exactly what we push back on with Jesse Lewis. Jesse is a professional stage hypnotist whose live shows vanished during Canada’s COVID shutdowns, and the fallout hit fast: lost income, a divorce, and a season of life where he lived in the cab of his truck on the side of a mountain in British Columbia.We talk through what survival actually looks like when there’s no clean “turning point.” Jesse shares the unglamorous details: limited service, a snowbank as a fridge, …
🌸 The Last Human Signal: Yuly Grosman on reading people and staying human.
Situational intelligence expert Yuly Grosman on why people are signals, why real safety is prevention, and the love story whose signs were there years before he met her.
▶️ Watch the full episode and SUBSCRIBE so you…
🌸 The Last Human Signal: Yuly Grosman on reading people and staying human.
Situational intelligence expert Yuly Grosman on why people are signals, why real safety is prevention, and the love story…
🌸 The Last Human Signal: Yuly Grosman on reading people and staying human.
Situational intelligence expert Yuly Grosman on why people are signals, why real safety is prevention, and the love story whose signs were there years before he met her.
▶️ Watch the full episode and SUBSCRIBE so you don't miss what's next:
https://youtu.be/dt0JMnylwKo
⏱ EPISODE CHAPTERS
00:00 The signal no screen can show you
02:00 The most beautiful and the most dangerous business
03:15 Why people are signals
04:30 The hospital, and his first signal
06:00 The flight attendant, the flowers, and the mug
09:0…
What if the blueprint for building wealth hasn't changed in over 5,000 years?
In this episode, Gino Barbaro breaks down the timeless principles from one of the most influential personal finance books ever written: The Richest Man in Babylon.
While most people believe wealth creation is complicated, …
What if the blueprint for building wealth hasn't changed in over 5,000 years?
In this episode, Gino Barbaro breaks down the timeless principles from one of the most influential personal finance books …
What if the blueprint for building wealth hasn't changed in over 5,000 years?
In this episode, Gino Barbaro breaks down the timeless principles from one of the most influential personal finance books ever written: The Richest Man in Babylon.
While most people believe wealth creation is complicated, involving stock picking, market timing, economic cycles, and advanced investing strategies, the truth is much simpler.
The foundation of wealth starts with habits.
In this episode, Gino walks through the famous "Seven Cures for a Lean Purse" and explains how they apply to modern investing, entrepre…
For our newer subscribers: most of what we publish is about coaching and player development, but every so often we take on a current issue shaping the world coaches and athletes operate in. This is one of those pieces.Athletic conferences across the country have been expanding aggressively over the …
For our newer subscribers: most of what we publish is about coaching and player development, but every so often we take on a current issue shaping the world coaches and athletes operate in. This is on…
For our newer subscribers: most of what we publish is about coaching and player development, but every so often we take on a current issue shaping the world coaches and athletes operate in. This is one of those pieces.Athletic conferences across the country have been expanding aggressively over the last several years. The recent congressional hearing about college sports got me thinking about it again. While most of the conversation has centered around the major Division I institutions, it has become a trend at NAIA, D2, and D3.I should say up front that this issue is something I care about be…
The Care Advocates is brought to you by the All Home Care Matters Media team and focuses on providing family caregivers and their loved ones with support, resources, and discussion on the issues facing them in the matrix of long-term care. The Care Advocates are co-hosted by Lance A. Slatton &…
The Care Advocates is brought to you by the All Home Care Matters Media team and focuses on providing family caregivers and their loved ones with support, resources, and discussion on the issues facin…
The Care Advocates is brought to you by the All Home Care Matters Media team and focuses on providing family caregivers and their loved ones with support, resources, and discussion on the issues facing them in the matrix of long-term care. The Care Advocates are co-hosted by Lance A. Slatton & Dr. George Ackerman. The Care Advocates are honored to welcome Anne Smith as guest to the show. About Anne Smith: Anne Smith shines a light on the often-overlooked realities of Parkinson's disease and the profound impact it has on both those living with the condition and the family members who …
Understanding incentives behind financial recommendations can completely change how you evaluate advice.
#InvestmentEducation #FinancialPlanning #WealthManagement
Want to be a guest on Biz Help For You? Send me, Candy Messer, a message on PodMatch here: https://www.podmatch.com/hostdetailpreview/c…
Understanding incentives behind financial recommendations can completely change how you evaluate advice.
#InvestmentEducation #FinancialPlanning #WealthManagement
Want to be a guest on Biz Help For …
Understanding incentives behind financial recommendations can completely change how you evaluate advice.
#InvestmentEducation #FinancialPlanning #WealthManagement
Want to be a guest on Biz Help For You? Send me, Candy Messer, a message on PodMatch here: https://www.podmatch.com/hostdetailpreview/candymesser
Gain access to exclusive content here: https://www.youtube.com/channel/UCerh609TUTZf8rfosOYrpIQ/join
Support the show and get bonus content: https://www.buzzsprout.com/1522381/support
Access bonus clips and offers shared by our guests on our resources page: https://affordablebookkeepin…
Quick question for advisors. When did you last ask a client, "Has anything changed with your estate documents?"
You're a financial advisor and your client just told you their estate plan hasn't been updated since their first marriage.
New episode of The Retirement Fiduciary just dropped.…
Quick question for advisors. When did you last ask a client, "Has anything changed with your estate documents?"
You're a financial advisor and your client just told you their estate plan ha…
Quick question for advisors. When did you last ask a client, "Has anything changed with your estate documents?"
You're a financial advisor and your client just told you their estate plan hasn't been updated since their first marriage.
New episode of The Retirement Fiduciary just dropped. Adam talks to wealth dispute attorney Kelly Lise Murray break down the real cases that end in court, and what advisors can do to help clients avoid them.
Blended families. Misused trusts. An $800K tax filing error. A prenup written by the husband.
All of it, in one episode.
Episode available now…
Click here to watch on YouTube. Make comments and see them on TV!Put this one on your calendar now—and bookmark this page so you can come straight back when the show begins.Tonight at 8:00 PM Eastern / 5:00 PM Pacific, four innovative companies will pitch live on the Superpowers for Good Live Pitc…
Click here to watch on YouTube. Make comments and see them on TV!Put this one on your calendar now—and bookmark this page so you can come straight back when the show begins.Tonight at 8:00 PM Easter…
Click here to watch on YouTube. Make comments and see them on TV!Put this one on your calendar now—and bookmark this page so you can come straight back when the show begins.Tonight at 8:00 PM Eastern / 5:00 PM Pacific, four innovative companies will pitch live on the Superpowers for Good Live Pitch, streaming on the e360tv Network via Roku and Amazon Fire TV devices and available right here in the embedded player.This is more than a pitch showcase. It is live, interactive television for impact investors, founders, community builders and anyone who loves seeing entrepreneurs under pressure.Th…
Rick Denton
June 4, 2026
Jeff Armstrong 
Mike Rathbun 
April Chavez 
Gino Barbaro 
Rob Ramseyer 
Lance A. Slatton CSCM 
Devin Thorpe