Dec 3, 2024
Retirement planning can miss key elements like tax efficiency, legacy creation, and aligning financial goals with personal values. Financial advisor and owner of Red Barn Financial Group Sean Moran shares his journey from corporate tax to helping families and small businesses achieve financial success. Sean explains the...
Nov 26, 2024
Entrepreneurs can struggle with balancing personal growth and business expansion while building a lasting legacy and maximizing their impact in the digital age. In this episode, Mary Crean sits down with J. Richard Byrd (J.R.), an accomplished entrepreneur and strategic visionary, to uncover the keys to sustainable...
Nov 19, 2024
In today’s fast-paced world, people can find themselves overwhelmed by stress, struggling with self-doubt, and lacking a clear sense of purpose. High-performance coach Jaime Diglio introduces her concept of the 'Win Room'—a mindset focused on self-awareness, leveraging personal strengths, and fostering meaningful...
Nov 12, 2024
Families may avoid financial and estate planning conversations, leaving them unprepared for unexpected events. In this episode of Prime Life Podcast, Mary Crean speaks with Pepper Bethel, a financial planning consultant and certified estate planner, about why proactive planning can be essential. Pepper shares insights...
Nov 5, 2024
Navigating Medicare can be overwhelming for seniors, especially when faced with multiple plan options, complex enrollment processes, and frequent updates that impact coverage. In this episode, Mary Crean and guest host Cathy Fan, Actuary, Head of Life and Health Product Development of Nassau speak with...