You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you

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Kim Wells is the National Marketing Director of Juice Plus. The primary goal of Juice Plus is to inspire healthy living around the world. It can be difficult to get the daily recommended amount of fruits and vegetables in, so they created products to help people fill in those nutritional gaps. Steve talks to Kim about how she got involved with Juice Plus and what separates them from other supplement companies.

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There’s a popular podcast called Stuff You Should Know, where they break down things like how sneezing works. Typically, it doesn’t have anything to do with the financial world. On today’s show, we’ll embrace the concept of “Stuff you should know”, but all based in the financial realm.

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Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.

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Mike Bryant is the owner of his own heating and air conditioning company that serves Olathe and the greater Kansas City area. Steve talks with Mike about the technological advances in the HVAC industry and the importance of sticking to what you know.

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Dr. Kerry Johnson is an MBA, Ph.D business psychologist. Dr. Johnson is a best-selling author who has written 14 books and is a widely known public speaker. In his practice, he helps business owners find where they want to go, what their obstacles are, and he sets up pathways in order to keep them accountable. Steve and Dr. Johnson discuss some effective methods for client care and also being able to meet people’s needs when pitching a product.

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