Mastering Money 12/19/23

Doing business face-to-face, post pandemic ,is still in the adjustment phase. Meeting the client in person and on time has become more challenging for road warriors reports the Wall Street Journal.  During the first nine months of 2023, more than 22% of flights...

SPECIAL PODCAST: Annuity Education Series, Part 1

In this special brief broadcast, Steve delves into the most popular and common questions asked about annuities. If you’ve been invited to a steak dinner financial workshop (who hasn’t?), then you know that all you get is about 30 minutes of information,...