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All of our content is free to use without restriction! The documents are sorted below by episode or blog post. While there are no requirements to access any of our documents, please do us a favor and follow/connect with us on one of our social media accounts - it really does help us out!


Document and article links are listed in reverse order, with most recent episodes listed first.


ARTICLE LINKS ARE IN THE FIRST SECTION, SCROLL DOWN - DOCUMENT LINKS BELOW!

Article Links

 Episode 43 Link:

Why ‘flexibility’ may be the least helpful thing companies can offer working parents right now

 Episode 42 Links:

Big Later Contact Info

Website: biglater.com

Big Later on Twitter

Will Steiner's email: will@biglater.com

 Episode 41 Link:

 Twenty-Eight Questions to Access Your Pandemic Pivot 

Episode 40 Links:

Tony Hsieh’s American Tragedy: The Self-Destructive Last Months Of The Zappos Visionary

Karen Wawrzaszek Contact Info:

Website: sbsbllc.com

Karen Wawrzaszek on LinkedIn

Karen Wawrzaszek on Twitter

Episode 39 Link:

 Six Verbs That Make You Sound Weak (No Matter Your Job Title)

Episode 38 Links:

 The 7 biggest shockers from my four decades of financial planning

Debbie Pepin Contact Info:

Website: www.death-to-do-list.com

Debbie Pepin on LinkedIn

Debbie Pepin on Twitter

Episode 37 Links:

 The Behavioral Economics Diet: The Science of Killing a Bad Habit

Episode 36 Links:

Income Lab Contact Info

Website: www.incomelaboratory.com

Income Lab on Twitter

Income Lab on LinkedIn

Income Lab on Facebook

Episode 35 Link:

Anand Chokkavelu's Twitter Thread: Presidential Quotes

Episode 34 Links:

JJ Wenrich's Website: teachingkidstobuystocks.com

Teaching Kids to Buy Stocks on Twitter

JJ Wenrich on Twitter

JJ Wenrich on LinkedIn

Episode 33 Article Link:

 Want to Be More Productive? Try Doing Less

Episode 32 Article Link:

Is The New Normal Accelerating the Need for Better Portfolio Management Technology?

Episode 31 Article Link:

3 Ways Sobriety Made Me a Better Advisor

Episode 30 Article Link:

A Tale of Two Advisors Infographic

Episode 29 Links:

Rod Crandall Contact Info:

Phone -  (847) 305-0600

E-mail - RCrandall@usadvisorsinsurance.com

Episode 28 Article Link:

 Just Married? How to Say "I Do" to Shared Finances

Rod Crandall Contact Info:

Phone -  (847) 305-0600

E-mail - RCrandall@usadvisorsinsurance.com

Episode 26 Article Link:

 This is the Damage of Labels

Brett Fulmer Contact Info:

Website - brokerbrett.com

Twitter - @broker_brett

LinkedIn - Brett Fulmer

 Episodes 24 and 25 Links:

BOOK: Smart(er) Investing: How Academic Insights Propel the Savvy Investor

BLOG: academicinsightsoninvesting.com 

Episode 23 Article Link:

Why You're Not One Of The World's Great Investors

Episode 22 Article Link:

What CARES Act withdrawals could mean for client retirement savings

 Episode 21 Article Link:

Faith in Finance

Episode 20 Article Link:

How to Have Difficult Conversations When You Don’t Like Conflict 

 Episode 19 Article Link:

 8 Ways Highly Successful People Set and Achieve Goals

Episode 18 Article Link:

Robinhood Customer Commits Suicide After Seeing $730,000 Negative Balance

   Episode 17 Article Link:

7 Ways to Sabotage Your Financial Future

  Episode 15 Article Link:

  Successful Retirement Plans Are Built on These 5 Pillars 

 Episode 14 Article Link:
Advisor or Broker: The Clarity the Industry Needed from the SEC 

Episode 12 Article Link:

 The Best Mentors Ask These 8 Questions 

  Episode 11 Article Link:      

The Flaws a Nobel Prize-Winning Economist Wants You to Know About Yourself 

 Episode 10 Article Link:

7 Mistakes People Make When Choosing a Financial Advisor

 Episode 9 Article Link:

The Calm Voice, 15 Things You Can Do Now As a Sales Leader 

Episode 8 Article Link:

This Retirement Strategy Worked Like a Charm... 

   Episode 7 Video Link:

CEO Gary Kelly Shares Thoughts on Planning for Future Demand

 Episode 6 Article Link:

 Predictions for a Post-Coronavirus World

 Episode 5 Article Link:

 Why Advisors Must Treat Social Security As Vital To Retirement Income 

Episode 4 Article Link:

 Using a HELOC to get through the coronavirus crisis

Episode 3 Article Link:

6 moves advisors should be recommending for their clients right now

Episode 2 Article Links:

20 years later, could markets crash again?
30 years after Black Monday, could stock market crash again?
Stock Market Checks 3 Out of 4 Boxes That Triggered The 1987 Crash

 Episode 1 Article Link:

Why Some Retirement Advisors Don't Add Value

Document Links

Episode 30 - Five Wishes - Fillable (pdf)Download
09/15/20 Blog - Premature Death Questionnaire (docx)Download
Episode 23 - Asking Questions and Active Listening (pdf)Download
Episode 16 - Team Effectiveness (pdf)Download
Episode 15 - The 5 Levels of Mastery (pdf)Download
Episode 13 - 2019 Tax Reference Guide (pdf)Download
Episode 13 - Tax Control Triangle (pdf)Download
Episode 12 - Delivering Whole Messages (pdf)Download
Episode 11 - Selecting a Trustworthy Advisor (pdf)Download
Episode 9 - Social Styles - Strengths and Weaknesses (pdf)Download
Episode 9 - Social Styles - Characteristic (pdf)Download
Episode 9 - Social Styles - Fillable Form (pdf)Download
Episode 8 - Probablity of a 65-Year-Old Living to a Given (jpg)Download
Episode 7 - Inflation - The Silent Embezzler (pdf)Download
Episode 6 - White_Swan_vs_Black_Swan_2020 (pdf)Download
Episode 4 - Need-Fun-Love (pdf)Download
Episode 4 - Working vs Retirement - Job Layout (pdf)Download
April 2, 2020 Blog - Five Wishes - Editable (pdf)Download
April 2, 2020 Blog - Telephone Approach for a Down market (docx)Download
Episode 3 - Questions to Ask When Using the 4 Rs (pdf)Download
Episode 3 - 4 Cornerstone Smart Money Allocation (pdf)Download
Episode 1 - Market Volatility Sample Email (docx)Download
Episode 1 - Chosen or Frozen (pdf)Download

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