Ep. 15 – “The Value of Volunteering”

In this fifteenth episode, I am talking about the value of volunteering for everyone. In this Part 1 episode, I share my experiences, stories, and lessons learned from volunteering with a professional organization for over 10 years. You will hear about the benefits of volunteering for solo-preneurs, the community that volunteering has brought me, different […]

Ep. 14 – “The Power of Mentorship”

In this fourteenth episode, I am talking about the power of mentorship and the role that it has played in my life as both a mentor and a mentee. Connecting with other people to share experiences, lessons, advice, and support is an incredible way to grow personally and professionally. Throughout this episode, I talk about […]

Ep. 12 – “Understanding Reverse Mortgages with Mitchell Cooper”

In this twelfth episode, I am joined by Mitchell Cooper to talk all about his insights, advice, and perspective as a Certified Reverse Mortgage Professional. Through his work, Mitchell provides education to professionals and homeowners about the strategic use of the Home Equity Conversion Mortgage in retirement income planning. Throughout this conversation, Mitchell talks about […]

Ep. 11 – “The Role of a Benefits Broker with Cerrina Jensen”

In this eleventh episode, I am joined by Cerrina Jensen to talk about her role as an Employee Benefits Consultant & Benefits Broker. Cerrina is passionate about empowering and educating employers to teach them how to navigate the healthcare system and deliver better benefits for their employees. Throughout this conversation, Cerrina shares the top reasons […]

Ep. 10 – “Mental Health 5150”

In this tenth episode, I am joined again by the wonderful Renee Balcom, a health advocate advisor, to talk about Mental Health 5150. Understanding what a Mental Health 5150 is is important so you are prepared if you ever find yourself in a situation with someone who is not in a stable state of mind […]

Ep. 9 – “Everything You Need To Know About 10 Year Terms”

In this ninth episode, I am talking all about the ins and outs of 10 year terms. A 10 year term is a great option for many people, but it is still important to know the important details so you can confidently decide if it is the best route to go. Throughout this episode, I […]

Ep. 8 – “Who’s In Your Corner? Health Advocate Advisor: Part #2”

In this eighth episode, I am so excited to share with you Part 2 of my conversation with Renee Balcom, a health advocate advisor. In Part 1, Renee shared what a health advocate advisor is, her process for creating a care plan for clients, and stories from her career. Throughout this episode, Renee talks about […]

Ep. 7 – “Who’s In Your Corner? Health Advocate Advisor: Part #1”

In this seventh episode, I am so excited to be joined by Renee Balcom, a health advocate advisor. Renee has spent over a decade consulting and providing services to families looking for care solutions for their loved ones. She helps people navigate the healthcare system, make informed care decisions, and cope with the challenges and […]

Ep. 6 – “Medicare 101”

In this sixth episode, I am talking all about Medicare – something that all business owners and employees should be informed on. Throughout this episode, I explain what Medicare is, how it can save money for both employers and employees, the three paths you can take with Medicare, the pricing of Medicare plans, and some […]