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Retiring With EnoughRetiring With EnoughRetirement All Star #5- Kevin Sebesta, CRPC™ -Part 2Send us a textJoin me for the completion of the All Star #5 interview with Kevin Sebesta, CRPC™.Kevin shares his extensive knowledge and wisdom, and outlines his "Wing It" approach to Retirement spending.If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share 2025-04-081h 15Retiring With EnoughRetiring With EnoughRetirement All Stars #5- Kevin Sebesta, CRPC™Send us a textJoin me as I interview Kevin Sebesta, CRPC™. Besides being one of the youngest retirees I know, Kevin is also one of the most unique. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share 2025-03-181h 15Retiring With EnoughRetiring With EnoughRetirement All-Stars #2- Kevin Lyles, CRPC™Send us a textJoin me as I interview Kevin Lyles, CRPC. Kevin is a Retirement Planner and the Head Retirement Coach of the RRC (Rock Retirement Club). Kevin shares his insight as a retirement planner and a six year retiree. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share 2024-07-091h 03In The Money InsightIn The Money InsightRetirement Milestone Ages (Ep. 124)This week on In The Money Insight, Jake Falcon, CRPC®, joins me to talk important milestone ages that are relevant for retirement and tax planning. We covered penalty-free access for different types of retirement accounts, Social Security, Medicare, Required Minimum Distributions and more. If you are near or in retirement, this week's episode is for you.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.               F...2022-10-2725 minIn The Money InsightIn The Money InsightYour Company’s Been Acquired. Now What? (Ep. 119)This week on In The Money Insight, Jake Falcon, CRPC®, joins me to discuss what you should consider and what you should do if your company has been acquired. We talked about the perspective to maintain, setting personal expectations for how things will be different, how to assess if you should stay or go, and of course the financial impact and benefits you’ll want to understand.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying...2022-09-2229 minIn The Money InsightIn The Money InsightThe Upside of Downside for Retirees (Ep. 114)On this week’s episode, Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, joined me to discuss “The Upside of Downside for Retirees.” While declines in the value of stocks aren’t typically welcomed by retirees, there is upside to this current market situation. Tune in to hear the show!   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded we...2022-08-0329 minIn The Money InsightIn The Money InsightPredicting the Future (Ep. 112)On this episode of In the Money Insight, Cory is joined by Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, to chat about predicting the future in the stock and bond market. They discuss what expectations people should have for their investments, approaches they can take, and more   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth man...2022-07-2135 minIn The Money InsightIn The Money InsightWhat You Need to Know about Your Advisor (Ep. 111)On this week’s episode of In the Money Insight, Cory is joined Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®. They discussed what you need to know about your Wealth Advisor. Especially given the market volatility this year, this is a particularly timely topic for clients to be reminded of.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independ...2022-07-1435 minIn The Money InsightIn The Money InsightBuying Low and Selling High (Ep 104)Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, recently joined Cory on In The Money Insight to discuss the relevant topic of buying low and selling high.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients mak...2022-05-2625 minIn The Money InsightIn The Money InsightInvesting in Bear Markets (Ep. 102)On this episode of In the Money Insight, Cory is joined by Falcon Wealth Advisors founder and CEO, Jake Falcon. They discuss the recent market volatility and the importance of being a disciplined investor during a bear market.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professiona...2022-05-1235 minIn The Money InsightIn The Money InsightApril 2022 Market Update (Ep 101)With the S&P 500 down 10% year-to-date and the Nasdaq down 18% during the same period, Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, joined Cory on In The Money Insight to discuss the market’s performance and how disciplined investors should approach this volatility.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City m...2022-05-0529 minIn The Money InsightIn The Money InsightTransforming Operations with Samantha Waters (Ep 100)Falcon Wealth Advisors Partner, Client Operations, Samantha Waters recently joined Cory for the 100th episode of In The Money Insight. They discussed how Falcon Wealth Advisors continually strives to serve their clients through efficient and evolving practices. A special thanks to everyone who has listened to the podcast and read these blog posts as Cory celebrates 100 episodes.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about...2022-04-2823 minIn The Money InsightIn The Money InsightExtraordinary IRA Planning (Ep 99)With taxes top of mind in April, it’s an ideal time to discuss tax planning. On this week’s episode of In the Money Insight, Cory specifically talks about IRAs, which can be an effective vehicle to not only grow wealth but reduce tax liabilities.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in...2022-04-2020 minIn The Money InsightIn The Money InsightThe Psychology of Money (Ep 98)Jake Cross, a financial planner on our team at Falcon Wealth Advisors, recently joined Cory on In the Money Insight to discuss the psychology of money. They talked about different personality types, how your values are intertwined with your money, and much more.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. ...2022-04-1332 minIn The Money InsightIn The Money InsightEstate Planning is for Everyone (Ep. 97)Samantha Shepherd, founder and CEO of Assured Trust Company recently joined Cory on In The Money Insight to talk about how everyone can benefit from estate planning. Assured Trust Company is the first and only female-owned trust company in the state of Kansas, and Samantha gives great insight on estate planning items everyone should think about.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 ...2022-04-0735 minIn The Money InsightIn The Money InsightReducing Taxes & Improving Returns (Ep. 96)As investors know, taxes can take a bite out of your portfolio’s returns. That’s why Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC, recently joined Cory on In The Money Insight to discuss strategies they use to lower the tax exposure of our clients⁠—which is one way to help improve investment returns.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon W...2022-03-3129 minIn The Money InsightIn The Money InsightMarket Volatility with Matthew Navickas (Ep. 95)Cory was recently joined on In The Money Insight by Matthew Navickas, AAMS®, a member of the Research and Trading Group at Falcon Wealth Advisors. On this episode, Cory and Matthew discuss the recent market volatility we’ve seen since the end of 2021 and into this year.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management...2022-03-2429 minIn The Money InsightIn The Money InsightThis is Why You Diversify (Ep. 94)Not yet three months into the year, and there are plenty of examples of why investors should diversify their assets. Volatility has picked up and equity markets have experienced wild swings and gyrations nearly every day. On this episode of In the Money Insight, Cory dives into the importance of a diverse portfolio.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an ind...2022-03-1716 minIn The Money InsightIn The Money InsightGeopolitical Shocks in the Market (Ep. 93)On this episode of In the Money Insight, Cory is joined by Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC to discuss recent geopolitical events and their impact on the stock market and your portfolio.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes...2022-03-1031 minIn The Money InsightIn The Money InsightSaving, Investing and Spending (Ep. 92)On this episode of In the Money Insight, Cory is joined by Joe Ibarra, CPA - one of the financial planners at Falcon Wealth Advisors. This week, they discuss saving, investing, and spending.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning f...2022-03-0337 minIn The Money InsightIn The Money InsightInterest Rates, Inflation, and the Fed (Ep. 91)Interest rates, inflation and the Federal Reserve have all been in the news of late—and many of us have read about how decisions made by the latter can impact both interest rates and inflation. On this episode of In the Money Insight, Cory discusses the borderline obsession with the Federal Reserve, and how interest rates could potentially impact the market.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.  ...2022-02-2427 minIn The Money InsightIn The Money InsightUnconventional Financial Advice (Ep. 90)Falcon Wealth Advisors Financial Planner Joe Ibarra, CPA, recently made his first appearance on In The Money Insight. Joe plays a critical role in our tax planning efforts for clients and on this episode, Joe & Cory discuss unconventional financial advice that people in all life stages should consider.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth manag...2022-02-1736 minIn The Money InsightIn The Money InsightThe Four Chapters of Retirement (Ep. 89)On this episode of In the Money Insight, Jake joins Cory to discuss the four chapters of retirement – sharing some helpful information about how you can prepare for each chapter, and what you should do once you’re there.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 profession...2022-02-1037 minIn The Money InsightIn The Money InsightDealing with Market Declines (Ep. 88)While sometimes unsettling, market declines are normal. On this episode of In the Money Insight, Falcon Wealth Advisors CEO joins me to discuss ways to deal with market declines, and how actions investors can take—or refrain from—could impact their financial plan in the months and years to come.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded weal...2022-02-0337 minIn The Money InsightIn The Money InsightInvesting in your 401(k) (Ep. 87)On this episode of In the Money Insight, I was joined by FWA founder & CEO Jake Falcon, CRPC® to discussion about how workers should consider investing in their company’s 401(k) plan. It can seem overwhelming, but there are a few things to keep in mind when investing in and contributing to this type of retirement plan.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.   ...2022-01-2723 minIn The Money InsightIn The Money InsightThe End of Easy Money (Ep. 86)Accommodative policies from the Federal Reserve have allowed us to live in an era of easy money for more than a decade. In part because of their policies, equities have bounced back following both the financial crisis of 2008 and pandemic shocks of 2020. And that brings us to today. On this episode of In the Money Insight, Cory discusses where the market is heading, and how to help plan for it.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on wh...2022-01-2025 minIn The Money InsightIn The Money InsightLiving Off Your Retirement Money (Ep. 85)Many clients who put money away for decades struggle with the idea of spending – and not saving – in retirement. It’s not as easy as flipping a switch. On this episode of In the Money Insight, Cory highlights some info to make clients more comfortable spending their nest egg, especially when running out of money is a top concern.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing...2022-01-1317 minIn The Money InsightIn The Money InsightSmart Money Moves for 2022 (Ep. 84)People often view a new year as a fresh start. On this episode of In the Money Insight, Cory discusses some smart money moves that are worth considering for 2022.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our client...2022-01-0620 minIn The Money InsightIn The Money InsightPlanning for Your Company’s Sale (Ep. 83)With mergers and acquisitions in the news, Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, joined Cory on this episode of In The Money Insight to discuss how employees can put themselves in a strong position if their company is sold.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team...2021-12-3027 minIn The Money InsightIn The Money Insight2021 Review & 2022 Preview (Ep. 82)Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC, recently joined Cory on In The Money Insight to look back at 2021 and preview 2022. Thank you to everyone who listened to the podcast and read these blog posts this year!   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 profes...2021-12-2329 minIn The Money InsightIn The Money InsightSpecial Needs Trusts with Samantha Shepherd (Ep. 81)On this Episode of In the Money Insight, Samantha Shepherd, CEO of Assured Trust Company, joins Cory to discuss the importance of special needs trusts, who can benefit from them, and estate planning.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning f...2021-12-1642 minIn The Money InsightIn The Money InsightFalcon Wealth Advisors Team Updates (Ep. 80)We are proud to have recently celebrated our five-year anniversary at Falcon Wealth Advisors. We’re excited about our future, as more than 200 new clients have come aboard since the start of 2020. On this episode of In the Money Insight, Cory shares more about our team makeup as we head into 2022.     In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an indepe...2021-12-0915 minIn The Money InsightIn The Money InsightEarly Retirement Options (Ep.79)Who doesn’t love the idea of retiring early? One of the biggest challenges for people who want to retire before age 59.5 – that “magic age” when the IRS allows you to access money in 401(k) and traditional IRA accounts without paying a penalty – is ensuring you have penalty-free access to the money you’ve saved. On this episode of In the Money Insight, Cory shares two strategies that could help you retire before age 59.5.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his ins...2021-12-0219 minIn The Money InsightIn The Money InsightPaying Off Your Mortgage Early (Ep. 78)As retirement approaches, people contemplate whether they should pay off their mortgage. This can be quite the conundrum in this era of low interest rates. While there isn’t one perfect answer, on this episode of In the Money Insight, Cory highlights some items to consider.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located i...2021-11-2613 minIn The Money InsightIn The Money InsightAging Parents and Long-Term Care Costs (Ep. 77)As many Americans continue to live longer than ever before, there are regular conversations with clients about the costs their parents encounter as they age. On this episode of In the Money Insight, Cory discusses some proactive planning options to help combat the stress associated with saving for their own retirement and helping their aging parents.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 ...2021-11-1821 minIn The Money InsightIn The Money InsightFive Reasons to Draw Social Security at Age 62 (Ep. 76)“When should I start collecting Social Security?” It’s one of the most frequent questions we are asked at Falcon Wealth Advisors. On this episode of In the Money Insight, Cory highlights five reasons to draw Social Security benefits before the age of 62.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our t...2021-11-1117 minIn The Money InsightIn The Money InsightYear-End Roth IRA Planning (Ep. 75)Annually, year-end tax planning is a priority for nearly all our clients. Roth IRA planning ties into tax planning, and it’s an important topic every year, and especially this year. On this episode of In the Money Insight, Cory discusses some proposed changes being debated in Congress, and how that could impact Roth planning and contributions.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.  ...2021-11-0416 minIn The Money InsightIn The Money Insight401(k) In-Service Withdrawals (Ep. 74)Many people may be unfamiliar with 401(k) in-service withdrawals, but they’re an important strategy to have knowledge about. On this episode of In the Money Insight, Cory outlines what this type of withdrawal is, who is eligible and how to utilize them.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  O...2021-10-2820 minIn The Money InsightIn The Money InsightWhat’s Up with the Debt Ceiling (Ep. 73)At Falcon Wealth Advisors, we’re receiving lots of questions about the debt ceiling and how it can impact the stock market. We’ve heard much about the debt ceiling in the news, and on this episode of In the Money Insight, Cory provides highlights some facts, so you are informed on this timely issue.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon W...2021-10-2124 minIn The Money InsightIn The Money InsightOne Tip for Simplifying Retirement (Ep. 72)It’s no secret that as Baby Boomers age, more people are retiring than ever before. And with retirement comes changes. People downsize, they declutter, and they make shifts so they can have a fresh start in retirement. On this episode of In the Money Insight, Cory shares one tip for simplifying retirement – consolidating retirement accounts.    In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.               Falc...2021-10-1315 minIn The Money InsightIn The Money InsightRetirement Tax Traps (Ep. 71)If you’re retired, retiring soon, or simply want to retire at some point in your life, it’s important to note the government has several different ways to tax retirees. The goal posts can move and have moved before. On this episode of In the Money Insight, Cory discusses three tax traps you should know about.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.    ...2021-10-0817 minIn The Money InsightIn The Money InsightSurviving Stock Market Volatility in Retirement (Ep. 70)With more retirees than ever living off income generated from their investment portfolios, many are wondering how to survive the volatility that the stock market can bring. On this episode of In the Money Insight, Cory discusses ways to weather the storm – especially as we’ve seen some stock market volatility in recent weeks.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.           Falcon Wealth Adviso...2021-09-3022 minIn The Money InsightIn The Money InsightWill Social Security Run Out of Money? (Ep. 69)We receive questions all the time about what we think the future holds for Social Security. On this episode of In the Money Insight, Cory dives into the current status of the program, as well as a few other common misconceptions.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.           Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro...2021-09-2316 minIn The Money InsightIn The Money InsightHow to Invest Your 401(k) (Ep. 68)A 401(k) plan is the most common investment vehicle used by people saving for retirement. However, there have been studies* that show workers don’t know how to invest the money in their 401(k) plans and don’t even know where to start. On this episode of In the Money Insight, Cory breaks down how to use a 401(k) to help reach your financial and retirement goals.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying a...2021-09-1716 minIn The Money InsightIn The Money InsightCashing in on Home Prices (Ep. 67)The housing market has been hot for a while now, and homeowners want to know what they can do to take advantage of it. On this episode of In the Money Insight, Cory outlines three ways to cash in on home prices.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.       Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas...2021-09-0912 minIn The Money InsightIn The Money InsightThe Financial Planning Puzzle (Ep. 66)On this episode of In the Money Insight, Cory highlights the seven puzzle pieces that make up a complete financial plan. Understanding these pieces will help you have a thoughtful and complete financial plan.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.     Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 profession...2021-09-0217 minIn The Money InsightIn The Money InsightRethinking Retirement Saving (Ep. 65)Retirement planning is always changing. On this episode of In the Money Insight, Cory highlights why it’s important to not only have a financial plan, but review it often to ensure you are saving in both a thoughtful and efficient manner.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Ka...2021-08-2716 minIn The Money InsightIn The Money InsightEstate Planning Essentials (Ep. 64)Everyone should have at least some level of estate planning. Not everyone needs all the bells and whistles that come with advanced strategies, but some estate planning is critical for everyone. On this episode of In the Money Insight, Cory covers five essential documents needed to better carry out your wishes.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.   Falcon Wealth...2021-08-1915 minIn The Money InsightIn The Money InsightThree Ways to Generate Income in Retirement (Ep. 63)With low interest rates, we have an obvious downside – there is little interest to earn. If you are retired - or plan to retire in the future - it is important to understand how to generate an income stream from your portfolio when the paychecks stop coming in. On this week’s episode of In the Money Insights Cory covers three ways we generate income for retirees.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying a...2021-08-1214 minIn The Money InsightIn The Money InsightFive Expenses Medicare Won't Cover (Ep. 62)Medicare is a national health insurance program that provides hospital insurance, medical insurance, and a voluntary prescription drug benefit for those over 65, and some younger people with disabilities. While the coverage is good and does what it is designed to do, it does not cover everything. On this episode of In the Money Insight, Cory covers five expenses that are typically relevant for our clients that are not covered by Medicare.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on...2021-08-0713 minIn The Money InsightIn The Money InsightTax Diversification (Ep. 61)Most people know about diversification from an investment standpoint. However, many don’t realize that tax diversification is just as important. On this episode of In the Money Insights, Cory explains what tax diversification is, how to diversify from a tax standpoint, and why it is so important.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.   Falcon Wealth Advisors is an indepe...2021-07-2915 minIn The Money InsightIn The Money InsightBorrowing Against Your Investments (Ep. 60)There are a lot of myths around borrowing against your investments. On this week’s episode of In the Money Insight, Cory highlights four tactics that are relevant for a lot of people.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializ...2021-07-2615 minIn The Money InsightIn The Money Insight3rd Quarter Predictions (Ep. 59)As the market continues to make its way out of the coronavirus crisis, markets continue to hit all-time record highs. Where do we go from here? On this week’s episode of In the Money Insight, Brandon Reed, CFA®, joins Cory to discuss the quarter ahead and their predictions.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.    Falcon Wealth Advisors is an indep...2021-07-1622 minIn The Money InsightIn The Money InsightCheaper Health Insurance with Jake Falcon, CRPC® (Ep. 58)The Affordable Care Act provides health insurance to millions of Americans. Due to the recent changes from The American Rescue Plan Act of 2021, there has been significant changes to healthcare costs. On this week’s episode of In the Money Insight, Cory is joined by Jake Falcon to discuss the changes and who may benefit from them.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. 2021-07-0919 minIn The Money InsightIn The Money InsightThe Diversification Delusion (Ep. 57)Diversification is the process of allocating capital in a way that reduces the exposure to any one particular asset or risk. One may think that they need hundreds of different investments to be properly diversified, however that may not be the case. On this week’s episode of In the Money Insights, Cory discusses investment risk and our process to reduce both systematic & non-systematic risk.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and...2021-07-0119 minIn The Money InsightIn The Money InsightBackdoor Roth IRAs (Ep. 56)Depending on your income, a Roth IRA may seem to be off limits due to the strict income cap. However, a backdoor Roth IRA provides a way for people with high incomes to sidestep those limits. On this week’s episode of In the Money Insight, Cory explains what it is, who it is for, and the complicated rules that accompany it.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s r...2021-06-2415 minIn The Money InsightIn The Money InsightRetirement Account Rollovers 101 (Ep. 55)Recently left your employer and don’t know what to do with your 401(k)? On this week’s episode of In the Money Insight, Cory explains your options, what to consider, and how there is no-size-fits-all advice.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.    Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 1...2021-06-1716 minIn The Money InsightIn The Money InsightMeme Stocks (Ep. 54)A couple years ago, I couldn't have predicted I would record an episode of In The Money Insight called “Meme Stocks,” but here we are. So what is a meme stock? There’s more to it than a silly name.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.    Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City me...2021-06-1016 minIn The Money InsightIn The Money InsightBonds and Interest Rates with Brandon Reed, CFA®One of our newest team members, Brandon Reed, CFA®, recently joined me on my podcast In The Money Insight. Brandon serves in a hybrid role, working with our research and trading team, and he is also a fully licensed financial advisor. To learn more about Brandon’s background, what he and I have in common, and some bold predictions we have for the bond market, make sure to listen to this week’s episode. Here are some highlights of our conversation about the bond market and interest rates.   In the Money Insight is a show about...2021-06-0333 minIn The Money InsightIn The Money InsightThe Bursting Speculative Bubble (Ep. 52)For years, people have asked, “Is the stock market a bubble? Could it burst?” The reality is no one really knows. In this episode of In the Money Insight, Cory focuses on some of the most speculative segments of the market that have captured the zeitgeist of the last year (or longer): cryptocurrencies, space travel companies, special purpose acquisition companies (SPAC’s), and others.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what h...2021-05-2723 minIn The Money InsightIn The Money InsightInflation, Government Spending & The US Dollar (Ep. 51)A client and listener recently asked if there will be consequences — mainly inflation — for all the government spending in the past year. On this episode of In the Money Insight, Cory explores how inflation could impact client portfolios with recent market volatility, even though we haven’t seen significant inflation in quite some time.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                   Falcon Wealth Advisors is an independe...2021-05-2020 minIn The Money InsightIn The Money InsightThe Housing Market with Andy Greenstein (Ep. 50)Cory recently sat down with Andy Greenstein, Senior Vice President at Guaranteed Rate right here in KC. Andy has his finger on the pulse of the housing market in KC and beyond, and on this episode of In the Money Insight they discuss mortgage questions for retirees and pre-retirees alike.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 Falcon Wealth Advisors is an independent-minded...2021-05-1335 minIn The Money InsightIn The Money InsightLong Term Care Insurance (Ep. 49)Long-term care (LTC) insurance can be a difficult topic to navigate, but we’re to help. On this episode of In the Money Insight, Cory discusses what LTC insurance is, what payment options look like, and who should (and perhaps shouldn’t) have it.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.               Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas Cit...2021-05-0719 minIn The Money InsightIn The Money InsightImportant Pension Decisions (Ep. 48)On this episode of In the Money Insight, James Lewis, CFP® joins Cory to discuss important decisions many pre-retirees and retirees need to make about their pension plans. One of the other advisors at Falcon Wealth Advisors, James understands the ins and outs of many pension plans offered by major companies here in the Kansas City area (and beyond).   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and wri...2021-04-3030 minIn The Money InsightIn The Money InsightFive Things To Do Before You Retire (Ep. 47)Retiring can be an exciting prospect, but some might feel overwhelmed about where they should begin, as there’s plenty of detail and nuance to consider. On this episode of In the Money Insight, Cory discusses five steps that will be helpful whether you’re already retired or preparing to retire within the decade   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.         Falcon Wealth Advi...2021-04-2214 minIn The Money InsightIn The Money InsightInvesting vs. Paying off Debt (Ep. 46)We receive questions all the time from clients about if they should focus on investing or paying off debt - and we're sure this is something most Americans have to contemplate at some point in their lives. On this episode of In the Money Insight, Cory discusses things to consider when wanting to either invest excess funds or use them to pay off debt.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and...2021-04-1616 minIn The Money InsightIn The Money InsightYour Credit Score (Ep. 45)Whether you’re 25 or 65, credit scores are relevant, but some people are unsure about what goes into this number. On this episode of In the Money Insight, Cory sheds light on what makes up your credit score; what has the biggest impact on it; and what you can do to protect your credit score.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.         Falcon Wealth...2021-04-0815 minIn The Money InsightIn The Money InsightMarch Madness (Ep. 44)March Madness returns this year, and although Cory isn’t the biggest college basketball fan, he’s confident in his bracket picks every year. On this episode of In the Money Insight, Cory discusses how some March Madness mindsets can relate to investing - and like March Madness, no one can predict the future when it comes to the market or basketball.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading an...2021-04-0116 minIn The Money InsightIn The Money InsightTraditional vs. Roth Accounts (Ep. 43)Clients often want to know what’s better, a Traditional IRA or a Roth IRA. However, one option is not better than the other. They’re just different. On this episode of In the Money Insight, Cory provides key differences between Roth and Traditional and highlights their benefits to help determine which option is right for your specific goals.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writin...2021-03-2618 minIn The Money InsightIn The Money InsightSecuring Social Security (Ep. 42)Social Security helps seniors retire more comfortably, but many are worried about the future of this benefit program. On this episode of In the Money Insight, Cory discusses come of the funding issues involving Social Security, and why he’s not necessarily worried that the benefit will disappear.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.     Falcon Wealth Advisors is an independe...2021-03-1917 minIn The Money InsightIn The Money InsightRespecting Risks (Ep. 41)The stock market has been a terrific way to generate wealth for everyday investors, but it can be a wild ride. Historically speaking, 5-to-10 percent market corrections in any given year are normal. On this episode of In the Money Insight, Cory explains market risks and defines technical terms used to measure risk.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.    Falcon...2021-03-1216 minIn The Money InsightIn The Money InsightRising Interest Rates (Ep. 40)Short term interest rates have risen in recent weeks and we’ve received a lot of questions from clients, especially as we’ve all lived in this era of incredibly low interest rates for quite a few years. On this episode of In the Money Insight, Cory discusses a few of these questions and offers some insight on the impact rising interest rates can have.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and w...2021-03-0417 minIn The Money InsightIn The Money InsightYour Old 401(k) (Ep. 39)Chances are that you will likely have several different employers and even a few career changes before you finally retire. That means along the way you may contribute to several 401(k)s over the years. On this episode of In the Money Insight, Cory provides insight on your options regarding your retirement plan when you leave a job.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writin...2021-02-2518 minIn The Money InsightIn The Money InsightThe Best Way to Invest (Ep. 38)Here’s something you may not often hear from an investment advisor: there’s no correct way to invest. You could interview 10 wealth advisors and hear about 10 different strategies—and it’s possible more than one of these strategies could work well. There isn’t a one-size-fits-all approach to investing. On this episode of In the Money Insight, Cory provides some things that you can do to improve your financial picture.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s...2021-02-1817 minIn The Money InsightIn The Money InsightThe Fastest Ways to Go Broke (Ep. 37)With life expectancies at all-time highs and retirement last longer than ever, many of us fear out living our nest egg. In this episode of In the Money Insights, Cory discusses four financial pitfalls you should avoid to help your financial future.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.    Falcon Wealth Advisors is an independent-minded wealth management practice located in the K...2021-02-1120 minIn The Money InsightIn The Money InsightHow High Will Taxes Go? (Ep. 36)On this week’s episode of In the Money Insight, Todd Laytham, a Kansas City-based CPA joins Cory to talk taxes. With more than three decades of experience, he was able to answer many of the questions about taxes we receive frequently from clients. Check out Todd’s answers to some common questions that just may be of assistance as many of us prepare to file our 2020 taxes.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying...2021-02-0432 minIn The Money InsightIn The Money InsightTaxes in Retirement (Ep. 35)Taxes are one of the very few certainties in life and as we enter into a new tax year, it has been top of mind for many. In this episode of In the Money Insight, Cory discusses taxes in retirement, the difference between marginal and effective tax, and how depending on which state you live in there may be different tax rules.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s...2021-01-2815 minIn The Money InsightIn The Money InsightTrouble Ahead for the Stock Market (Ep. 34)With the stock market ending with a strong performance in 2020, I have received numerous questions from clients and friends about what lies ahead for the stock market in 2021. While no one can predict the future, market conditions are changing and there may be trouble ahead especially for those invested in index funds. On this episode of In the Money Insight, Cory talks about concerns in the market and how to better position yourself.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares hi...2021-01-2216 minIn The Money InsightIn The Money InsightDemocratic Sweep Implications (Ep. 33)In recent weeks and months, pundits have pontificated on the potential stock market implications for a Trump win or a Biden win, a split Congress or a Congress controlled by Democrats. On this episode of In the Money Insight, Cory discusses some potential implications brought forward by the democratic sweep now that the elections are over.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.   ...2021-01-1417 minIn The Money InsightIn The Money InsightSmart Money Moves for 2021 (Ep. 32)The turn of the calendar to a new year often invites us to set goals to improve our lives. Sometimes these resolutions stick, sometimes they don’t. In this episode of In the Money Insight, Cory discusses five straightforward, attainable money moves that we should all consider making in 2021.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.    Falcon Wealth Advisors is an inde...2021-01-0716 minIn The Money InsightIn The Money InsightLessons Learned in 2020 (Ep. 31)It’s fair to say that 2020 was a crazy year, and we all learned a lot about ourselves. This week on In the Money Insight, Jake joins Cory to discuss some of the investing lessons to take away from a difficult year.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.    Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kan...2020-12-3020 minIn The Money InsightIn The Money Insight2020 Review & 2021 Preview (Ep. 30)2020 Was a year unlike any other. Between a global pandemic and a presidential election, it’s been a rollercoaster. In this episode of In the Money Insight, Cory looks back on things that moved the market in 2020 and looks forward to some of the larger storylines that we could potentially see in 2021.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.    Falcon Wea...2020-12-2220 minIn The Money InsightIn The Money InsightFinancial Retirement Risks (Ep.29)Whether you’re planning to retire in 2021 or two decades from now, it’s important to be aware of risk factors that could negatively impact your retirement. Frankly, given the uncertain environment we’re living in, now is as good of time as any to highlight these risks. On this episode of In the Money Insight, Cory discusses the financial risks that are associated with Retirement.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention...2020-12-1719 minIn The Money InsightIn The Money InsightFive Retirement Tips for 2021 (Ep. 28)This year we learned that almost anything is possible. While a global pandemic caught nearly everyone off guard, 2020 highlights the importance of planning for uncertainty. In this episode of In the Money Insight, Cory shares five tips for anyone who thinks retirement might be a possibility in 2021.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.    Falcon Wealth Advisors is an independ...2020-12-1015 minIn The Money InsightIn The Money InsightOne Easy Tip to Improve Investment Returns (Ep. 27)Are you looking for ways to improve your investment returns? One tip to do just what – regardless of what’s going on in the stock market – is to lower your investing costs. It may sound counter-intuitive, but in this episode of In the Money Insight, Cory shares some ways you can trim your investing costs, and as a result, improve your returns.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s readi...2020-12-0419 minIn The Money InsightIn The Money InsightThe Investment Almost No One Needs (Ep. 26)Annuities. We’ve all heard of them, but do you really know how they work? It’s essentially a contract between a person and an insurance company that markets itself as a secure income stream. Sounds great, right? Not so fast. On this episode of In the Money Insight, Cory provides some insight about annuities and why at Falcon Wealth Advisors, we caution virtually any investor, regardless of their age, to avoid them.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his in...2020-11-2518 minCRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking Library#GlobalGEW Week Crisis Risk Management- Ransomware S.W.O.T. Identity with Startup Grind Jacksonville part 3This is part 3 and final episode of our Global Entrepreneurship Week Education Segment on Crisis Risk Management: Ransomware S.W.O.T. Identity for organization Our featured speaker is Mr. Jon Shende the Chief Information Officer Financial Services Advisory Firm and the founding partner of MyVayda and Jaymin Shah, CTO and Co-Designer of MyVayda  and Kirk Andergregg! Our Q&A Session with these three experts on lesson learned, best practices for organization to take an proactive approach by have a business resiliency plan and for those individuals affected by the pandemic and seeking...2020-11-2100 minCRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking Library#GlobalGEW Week Crisis Risk Management- Ransomware S.W.O.T. Identity with Startup Grind Jacksonville Part 2This is part 2 of our GlobalGEW Week on Crisis Risk Management - Ransomware S.W.O.T Identity Part 2 Our featured speaker is Mr. Jon Shende the Chief Information Officer Financial Services Advisory Firm and the founding partner of MyVayda and Jaymin Shah, CTO and Co-Designer of MyVayda and Kirk Andergregg  will be having a fireside chat and facilitating our virtual workshop Jaymin Shah, CTO and Co-Designer of MyVayda walks us through their solutions to help organizations prepare for ransomware attacks based on S.W.O.T. Identity. To contact our key...2020-11-2100 minCRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking LibraryCrisis Risk Management Ransomware SWOT Identity with MyVayda Part 1 with Startup Grind JacksonvilleWe are celebrating Global Entrepreneurship Week 2020 - Education  Ransomware - S.W.O.T. Identity that all phases of businesses need to create a business resiliency plan to prepare for such attacks.   This is a three part series that is in-depth fireside chat and virtual workshop of the 5w's (Who, What, When, Where, How, Why) of Crisis Risk Management: Ransomware - S.W.O.T. Identity Our featured speaker is Mr. Jon Shende the Chief Information Officer Financial Services Advisory Firm and the founding partner of MyVayda and Jaymin Shah, CTO and Co-Designer of...2020-11-2100 minCRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking LibraryLet's Talk About it Tuesdays with Sabrina Lowery and Therese W Gamble Special Guest Pandemic Power PivotSabrina Lowery Enterprises LLC is a service-based Business consulting firm specializing in technical support for entrepreneurs, startups, and small businesses. Business Coaching and Continuing education courses available. Today we talked about who is Therese W Gamble her businesses, the pandemic power business model pivots. Global Entrepreneurship Ecosystem opportunity for a Startup Grind Pitch Battle coming up in August 2020 A Pandemic Power Pivot inspired event on July 31, 2020 from 1 pm to 3 pm a 1 day - 3 hour Summer Camp for Entrepreneurs " Boss Up Your Business Books" Workshop - https://www.facebook.com/events/1995318420598842 and to learn about the...2020-07-2841 minCRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking LibraryMagic Johnson offering $100 million in loans to minority-owned businesses left out of PPP loansThe CEO of Magic Johnson Enterprises collaborated with MBE Capital Partners to offer $100 million in loans to minority- and women-owned companies hurt by stay-at-home orders due to Covid-19. The loans were funded through Johnson’s EquiTrust Life Insurance Company and will be provided through the Small Business Administration’s Paycheck Protection Program. But even with new money available, African-American and Latino-owned businesses have been left out of the new PPP funds due to a lack of relationships with bigger banks. Democratic lawmakers including Sen. Kamala Harris of California have even called on the SBA and ...2020-05-2906 minCRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking LibraryWealth Wisdom Wednesdays - COVID Choices Part 2 Wealth Wisdom Resources with Founder + Visionary Therese W GambleThe Business Talking Library 2nd Quarter Climax event Wealth Wisdom Wednesdays for Transformational Women in Leadership Month in May with the founder and visionary of The Business Talking Library Therese Gamble + Upcoming Global Events that you need to put on your calendar and be virtually in the room! The Founder + Visionary shared numerous  local, regional, state, federal and global Wealth Wisdom resources that you will need a pad and pen for the entire podcast Introduction Who is CRPC Consulting, What we do, What we offer and the VALUE we offered and provide. To book with the...2020-05-281h 06CRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking LibraryTeach Me Tuesdays with Special Guest Audrieanna Burgin Economic Concepts during COVID-19We are celebrating Transformational Women in Leadership  "Hope Hour Convos" Month - Mindset Mondays, Teach Me Tuesdays, and Wealth Wednesdays Our Special Guest Audrieanna Burgin Founder + CEO of Vision Global Consulting LLC is an Economist Expert share amazing information on data analysis and Economics of COVID-19. You will need a pad and pen to take notes on these amazing nuggets, strategies and resources.  To connect with Audrieanna Burgin visit www.visionsglobal.com  The CRPCs B2B Marketplace Business Talking Library is a quarterly initiative that is making a social and community impact...2020-05-281h 28CRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking LibraryMindset Mondays with the Founder and Visionary Therese W Gamble COVID Choices Part IThe Business Talking Library Quarterly events are VIRTUAL now!  We are celebrating Transformational Women in Leadership "Hope Hour Convos" Month - Mindset Mondays, Teach Me Tuesdays, and Wealth Wisdom Wednesdays The Founder & Visionary of The Business Talking Library talks about our Faith, Fears and How we are living COVID Choices Part I "“Your Faith is constantly stretching daily. Conducting Business as usual is obsolete. Your customers have drifted. People engagement has been redefined.  Yet, your mind, behavior, and actions are the same – Why?”. We can help ready people do the work t...2020-05-281h 15CRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking LibraryTeach Me Tuesdays Blogging to Book Publishing with Coach J Dianne Tribble At the Table Coaching + Consulting ServicesTransformational Women in Leadership Hope Hour Convos Teach Me Tuesdays - May 19th at 8 pm Special Guest Expert with Coach J Dianne Tribble Topic: Blogging to Book Self-Publishing Register here: https://zoom.us/webinar/register/WN_7iaeml0vRDusTlwtKdk0Cw Coach J Dianne Tribble shares who she is, what she does, her why and how her love of writing along with her professional career launched her to blogging and then gaining the expertise and strategies to turn blogs into books.  To connect with Coach J or learn more visit...2020-05-221h 46CRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking LibraryCreating Your Content for Youtube with Terri B Jones of We Voice It!Transformational Women in Leadership Hope Hour Convos Mindset Monday Expert - May 19th at 9 pm EST Terri Jones Founder + CEO TJ and TJ Enterprises, LLC Topic: Creating Your Content for your YouTube Channel Register via ZOOM at https://zoom.us/webinar/register/WN_-WVnASTyRxu-WOrgKyrk4w We Voice It! is a Voice Marketing Web Agency that endeavors on highly proficient, timely delivered and cost effective strategies of gaining traffic and attention through implementing voice technology. We understand that technology has to keep up and be in complete consonance with the...2020-05-221h 20CRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking LibraryWealth Wednesdays with Teia Acker - Monetizing your MessageThis amazing episode is hope hour convo discussion is with Teia Acker Founder + CEO of Ebony & Ivory Professional Services and Teia Acker Resilient - Gave us valuable nuggets on monetizing your message in life, family, self, community and businesses Teia dives into the phase and mindset our world is in "We are living in a time where people do not want to be educated or inspired, people are seeking entertainment"  also " You are only going to be strong as the battle you fight" Teia gave a tons of nuggets and actionable steps to...2020-05-141h 02CRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking LibraryTeach Me Tuesdays with Romina Muhametaj - How to Build Long Lasting Relationships Personal and BusinessThis episode is focused on helping all of us to become self-aware of this quote by Stephen Covey "Seek first to understand, and then to be understood." There are components that we need to rethink and apply daily:  Listening Skills - pay attention, listen to understand not to reply and so  much more Empathy - stepping into the other person's shoes, catch the mood in the room, keep biases on check and so much more Find the Why? - Why did it happen, Why did the person do it...2020-05-141h 01CRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking LibraryMindset Matters Credit & Collection Strategies with Thomasena N GadsonThis episode was with the Personal and Business Finance and Credit Expert Thomasena N Gadson Founder + CEO  of Positive Influence for Strong Women and Proactive Business Consulting, LLC You will need your credit cards, credit card offers, pad, pen and electronic devices for this episode! Who is Thomasena Gadson Thomasena Gadson is a Business Professional with over 25 years of combined experience in the public and private sectors. During and after earning her Business Degree in Business Administration with a Concentration in Strategic Management she expanded her capabilities in the following industries: 2020-05-1458 minCRPC B2B Marketplace Business Talking LibraryCRPC B2B Marketplace Business Talking LibraryTeach Me Tuesdays with Tiffany Overby Branding Subject Matter ExpertTeach Me Tuesdays is an innovative virtual platform to help promote small businesses who are experts in their industry to educate, inspire, and connect with ready people, businesses, governments and organizations.  Tiffany K. Overby Founder + CEO of TKOverby Business Consulting LLC is our first Teach Me Tuesdays experts teaching us how to remote sale on Facebook and Instagram by creating our Shop/Store of our products! To connect and learn more about Tiffany and her services visit www.tkoverbyconsulting.com and follow her on social media.   The CRPCs B2B Marketplace Business Talking...2020-05-0641 min