Join us for today’s podcast as Crystal shares the importance of preparing the next generation for wealth, focusing on the first of four key lessons: the trappings of wealth. She emphasized the difference between spending for consumption and spending with... Read More
Join us for today’s podcast as Crystal delivers a comprehensive educational presentation on life insurance, explaining 10 key terms to help clients understand and confidently discuss life insurance options. She will cover the underwriting process, the importance of detailed beneficiary... Read More
Join us for today’s podcast as Crystal shares insights from her recent talk to CEOs about the importance of having a clear vision, mission, and values, emphasizing that these principles apply to individuals, families, and businesses alike. She explained that... Read More
Join us for today’s podcast as Crystal discusses the current state of Social Security, highlighting research showing that only 40% of income will be replaced by Social Security benefits despite many baby boomers expecting 50% or more. She goes on... Read More
Join us for today’s podcast as Crystal discusses the question of whether clients need to diversify between different brokerage firms like Charles Schwab, Vanguard, or Fidelity as part of their investment strategy. She explains that brokerage firms are responsible for... Read More
Join us for today’s podcast as Crystal discusses the Trump account, a new investment vehicle for children, and explains how it allows contributions of up to $5,000 per year without requiring earned income from the child. She details how the... Read More
Join us for today’s podcast as Crystal discusses the importance of discovering who you are, living intentionally, and building a legacy. She will share examples of Frank Sinatra, Babe Ruth, and Picasso to illustrate the high failure rates behind their... Read More
Join us for today’s podcast as Crystal discusses various types of risk in investing, focusing on market risk and how market cycles and indexes like the S&P 500 and Dow Jones Industrial Average can impact perceptions and decisions. She will... Read More
Join us for today’s podcast as Crystal discusses the five key categories for managing money: Live (lifestyle expenses), Give (charitable contributions), Grow (saving and investing), Owe (taxes), and Owe (debt). She explained how money should be viewed as a tool... Read More
Join us for today’s podcast as Crystal discusses the increase in retirement savings requirements according to Northwestern Mutual’s 2026 Planning and Progress Study, which found Americans now need $1.46 million to retire comfortably, up from $1.26 million the previous year.... Read More
Find Your Purpose, Grow Your Emotional Fortitude, & Steward Your Resources
by Applying the Wealth Equation to Your Finances!
