Turn your life insurance policy into cash
Insurance companies don't want you know this Hack. David Rosell*, president of Rosell Wealth Management says selling your policy is better than surrendering it, and losing all it's value. David wrote...
2 Aug 202322min
Understanding wills, trusts and estate planning
Estate planning doesn't have to be intimidating. David York, attorney, CPA and estate planner with York Howell, says most of the time it simply comes down to taking a few steps. David also discusses ...
26 Jul 202333min
A Bolder Way Forward will help families and communities
National and statewide studies show women and girls are not thriving in critical areas. Emily Darowski, associate director of Utah Women in Leadership Project, and Susan Speirs, the CEO of Utah Assoc...
19 Jul 202329min
How to identify fraudsters and scammers
Scammers use your emotions, instead of logic, to gain your trust. That's from Rob Woellhaf, vice-president of fraud management at Mountain America Credit Union. He says awareness of the tricks fraud...
12 Jul 202330min
Military retirement and AAFMAA
You MUST enroll in Survivor Benefit Plan THIS year if you are a military retiree and haven't already. Retired Brigadier General Mike Meese, says this is a one-time allowance Congress has approved. Mi...
5 Jul 202327min
What does TRUE wealth mean to you?
True wealth isn't always about money. Financial expert, Debra Schatzki, co-founder of BPP Wealth, says most of the time it's about your values. Debra also explains if you don't identify WHY you want ...
28 Jun 202326min
Greed is a war, with scammers trying to win
As if personal scamming attacks weren't bad enough, author Rob Doctors, says Corporate Greed is taking advantage of consumers as well. As author of the book "Ethics and Hidden Greed" Rob discusses fi...
21 Jun 202322min
How to have a fun, frugal vacation
Doing your homework is the key to getting the best price on airfare, hotels, or even deciding if a 'stay-cation' is best for your budget. That's from Susan Speirs, CEO of Utah Association of CPA's. ...
14 Jun 202326min
