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Episodes
Financial planning conversation with the Bay Area's best advisors.
Episodes
Feb 5, 2019
Feb 5, 2019
7 min
In part two of the Disability Survival Kit, learn about government-based disability benefits and how they can come short for someone missing work due to a long-term injury or illness.
Jan 31, 2019
Jan 31, 2019
14 min
Most American families plan to self-insure, or self-fund, their lifestyle following an illness or injury, although it's more common for Americans to not have a disability plan at all. In this first part of the Disability Survival Kit, learn about the common ways to self-fund and their pitfalls.
Jan 25, 2019
Jan 25, 2019
2 min
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!
Nov 21, 2018
Nov 21, 2018
42 min
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!
Nov 7, 2018
Nov 7, 2018
20 min
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!
Oct 23, 2018
Oct 23, 2018
30 min
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!
Oct 9, 2018
Oct 9, 2018
32 min
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!
Sep 25, 2018
Sep 25, 2018
31 min
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!
Sep 11, 2018
Sep 11, 2018
37 min
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!
Aug 29, 2018
Aug 29, 2018
34 min
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!