Plan Francisco
Welcome to Plan Francisco!

Welcome to Plan Francisco!

August 15, 2018

Episode zero of the Bay Area's premiere financial & insurance podcast, where we interview the industry's top talents to gain insights and spread awareness of health, life, disability, and long-term care insurance, and more.

John Helms: Words of Wisdom from an Experienced Health Advisor

John Helms: Words of Wisdom from an Experienced Health Advisor

August 15, 2018

Today's guest is John Helms with John Helms & Associates. John is a leader in the health insurance advisor community and has served as past president of the Golden Gate Association of Health Underwriters. 

Joel Malakoff: A Financial Advisor Driven by a Higher Purpose

Joel Malakoff: A Financial Advisor Driven by a Higher Purpose

August 29, 2018

Today's guest is Joel Malakoff of Malakoff & Associates.  Joel's clients love him for his dynamic world view, his comprehensive approach, and the higher purpose that drives him. Pay close attention to his review of common client mistakes, especially the temptation of Bay Area technology stocks. Enjoy!

Tony Steuer: Registered Life Analyst & Industry Visionary

Tony Steuer: Registered Life Analyst & Industry Visionary

September 11, 2018

Episode 3 is with Tony Steuer, a registered life analyst. This means he can legally charge a fee for insurance consultation. Tony's always been a visionary, so pay special attention to his thoughts on the future of the industry. And check out Tony & Maxwell's past collaboration, a consumer-oriented publication called "The Questions and Answers on Disability Insurance Workbook," which you can find on Amazon. Enjoy!

Autumn Kruse, Financial Planner: Realistic Relationships with Money

Autumn Kruse, Financial Planner: Realistic Relationships with Money

September 25, 2018

This episode's guest is Autumn Kruse from Kruse Financial Strategy. Autumn is a fee-only financial planner with a unique hourly model. She grew up on welfare and now specializes in personal finance. Autumn's first principle to always do right by her clients shines through each moment of this episode. Pay special attention to her philosophy on budgeting, informed by her fascinating lifelong relationship with money. Enjoy!

Pamela Fugitt-Hetrick: From Introvert to Ace Consultant

Pamela Fugitt-Hetrick: From Introvert to Ace Consultant

October 9, 2018

Today's guest is Pam Fugitt-Hetrick, independent benefit consultant. Pam tells us how she went from introvert to ace (with a radio show to boot!). She uses strategic centers of influence and sticks to her first principles of affordability and customization for her clients. Enjoy!

Ross Blackstone: Insurance Enters the Tech Industry

Ross Blackstone: Insurance Enters the Tech Industry

October 23, 2018

Ross Blackstone is one of the youngest people in the Bay Area insurance/advising community, but he has the pedigree to substantial his expertise. He currently works in a consulting role at a tech startup / brokerage agency in San Francisco. Ross has unique insight into the future of insurance, so pay close attention to his views on the role of the broker and where technology is pushing the industry. Thanks for listening!

Pam Morton: Employee Benefits by Design

Pam Morton: Employee Benefits by Design

November 7, 2018

Today our guest is Pam Morton, the principal of Benefits by Design. Pam's emphasis on employee benefits steers our conversation into the sometimes mucky world of health insurance and other hot topics to look out for in the benefits space (pet insurance is a popular one!). Thanks for listening and enjoy!

Kevin Sullivan: From the Rugby Pitch to the Insurance Field

Kevin Sullivan: From the Rugby Pitch to the Insurance Field

November 21, 2018

Today my guest is Kevin Sullivan of Connor Alexander and Sullivan Insurance Services. Kevin is a force, and one of the great characters of our industry. He got started in the insurance business drunk after a rugby game, and success ensued. You'll have no choice but to pay special attention to his thoughts around tech and the future of the insurance industry. We apologize for the sound quality of this one, but we know you'll still enjoy!

Disability Survival Kit: Introduction!

Disability Survival Kit: Introduction!

January 25, 2019

The Disability Survival Kit is a compilation of what Maxwell Schmitz, MSFS & disability insurance expert has curated over the last 10 years in the business. Maxwell's book clears misconceptions of the resources available to people in the wake of a disabling injury or illness. In this first episode of six, get an intro of what to expect and a preface of what's to come. Agents, consider this your field manual for the disability conversation. Thanks for listening!