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July Advisor Funnies: Harry Potter's middle-aged financial worries (think Hogwarts planning, reverse mortgages), culture clues across the U.S., and how they catch bugs now in Washington State.
June Advisor Funnies: Plus, new entrepreneur Barbie debuts (could she be a financial advisor?), Walmart masterfully finesses the New York Times, and how to dispose of an expensive asset.
May Advisor Funnies: Plus a cosmic joke (on men), exactly what is gluten, and more....
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025