Podcast of the Month: No Necktie Needed

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 Necktie Needed” she tells the story of how she thrived in a male-dominated industry, and how she’s inspiring her fellow advisors to educate and engage women as more and more females become primary breadwinners and decision makers.

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Image credit: https://www.graphicstock.com/stock-image/two-women-taking-notes-at-a-business-presentation

Podcast of the Month: Nest Eggs Beware!

Saving, male hand putting a coin into piggy bank, Robin Weingast

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 how easily your Nest Egg could be drained if you don’t have all your bases covered!

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Image credit: https://www.graphicstock.com/stock-image/saving-4904