In this final episode, Mike wraps up our Winning Strategies series. But don’t worry. Even though he says good-bye to Winning Strategies, he’s excited to announce a new challenge and invites you to join. Thank you so much for following along wit
Special guest Yuchun Lee, founder of multiple start-ups, former IBM executive and current CEO of Allego, joins Mike this week to talk about the future of learning and teams in the finance space. Hear insights about how the financial industry ca
This episode is packed with insight about how to transform your practice to be unique and transformative. Elyse Archer, sought-out personal brand strategist, joins Mike as she describes the importance of identifying and developing your brand. E
This week, America’s Millennial Expert, Gabrielle Bosche joins Mike to offer insights that dismantle the myths and preconceived notions often held against the millennial generation. We’ll learn about how older generations can create work enviro
Bentley is back! Bentley Heese is a Retirement Income Consultant for Ash Brokerage, and the only guest to be on Winning Strategies twice! Listen in as he and Mike discuss HECMs and bounce ideas off of each other. Bentley serves the Virginia, M
Mike met Joe Elsasser, advisor, writer, speaker and FinTech president, at the FSP Institute last month. In this episode, the two discuss optimizing social security in a new way for clients and bond over second tries as a financial professional.
On this episode of Winning Strategies, Mike sits down with Nicole Ellsworth and Kaitlyn Duchien, the founders and voices of Face the Fear – a platform aimed at educating millennials about their finances while having fun through blogs, podcasts
Do you want to elevate your game in 2019? This episode is for you. Jim Wilcox, founder of Wilcox & Associates, talks with Mike about getting back to basics, focusing on planning and getting better at your craft in 2019. Utilized by Mike's own
Speaker, Author, Executive Coach, Olympic Medalist. Paul Kingsman is a sought after expert on being distraction-proof. He teaches advisors how to maintain focus and create processes that achieve outstanding results. He understands financial pro
Mike is joined by Steve Pilger, National Sales Director of Pension Risk Transfers & Structure Settlements at Ash Brokerage, to talk about the importance of integrating PRT into your practice and actionable ways to make 2019 more impactful. Cont
Mike sits down with Chad Eyrich, Long-Term Care Insurance Team Leader at Ash Brokerage. The two discuss the importance of LTC planning as a way to protect families, legacy and income during retirement. ------ Follow Mike on Twitter Connect with
Mike rehashes snippets from the webinar with Ash Brokerage's Chief Innovation and Revenue Officer, Scott Fergusson. With his start as a retail advisor, Scott brings true understanding to advisors. Mike and Scott discuss new technologies and h
The Kentucky man himself, Don Graves, RICP®, talks with Mike about the impact of reverse mortgages and HECM for the aging population. Don is the President and founder of Housing Wealth Institute and an Adjunct Professor of Retirement Income at
Mike reiterates the most valuable ideas and thoughts about QLACs, Non-Correlated Strategies and passions behind the business that Tim Ash, CEO of Ash Brokerage, shared in September's Winning Strategies Webinar. ------ Follow Mike on Twitter Con
Executive Business coach, Speaker, Author and podcast host, CJ McClanahan shares his story and ideas to be your best professional-self. Find more information about CJ here: http://www.cjmcclanahan.com/
Pension Risk Transfer | Mike McGlothlin sits down with Steve Pilger from Ash Brokerage to talk what companies are doing, trends in the market and everything you as an advisor needs to know about pension risk transfers.
Mike is joined by Retirement Income Consultant Jim Martin in a discussion about maintaining retirement momentum in the transition from accumulation to distribution.