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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For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. So let’s find the similarities in building a strong financial plan and a dream home.

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There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.

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Steve Hahn owner of Carstar Metcalf joins us on this week’s podcast. Carstar has around 27 insurance partners and if one of their clients get in an accident, Carstar will get a call, give them an estimate, and then repair what is damaged. Steve tells us why Carstar stands out from the competition and his opinion on the private equity firm that oversees Carstar.

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It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.

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We invite Steve Kuker to the podcast this week. Steve is the founder of Senior Care Consulting. His business helps families find the right senior care community for their loved ones. We discuss the rising trend of long term care and how Senior Care Consulting takes care of their clients.

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Today we sit down with Claudia Sophir, owner of Style Encore located in Overland Park. Style Encore is a women’s clothing resale store where you can buy and sell gently used clothing. We discuss their unique business model and how they have had to pivot in the midst of COVID-19.

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