The Plan Wisely Resource Library

As an independent insurance agency owner, your financial journey is different from traditional business owners. Your income is variable, your risk tolerance is unique, and your business is deeply tied to your financial future. Through conversations with agency…

In this episode of the “Stuff About Money” podcast, host Erik Garcia, CFP®, BFA, ChFC®, welcomes back Carey Wallace to tackle the question: Should your insurance agency be your only retirement plan? Carey shares her…

As business owners, the majority of our net worth is tied to the value of our business. What steps should we take today to maximize this value for a future sale? In this episode of…

Whoa! Mind blown. Rescuing donkeys from the side of the road, funding hospitals, training hockey players, and so much more. Jeff and Una Roy live by the mantra, “Give with no expectation of anything in…

Entering into the personal pain of others is no easy feat. Hear how Vonda found personal healing through her involvement with crime stoppers and foster summer camp. Welcome to “Insurance Professionals Are Givers,” a podcast…

“Listen intently and respond creatively”. Listen to how Erin and Mike Richardson deepen relationships through intentional listening and then responding to other’s needs. Welcome to “Insurance Professionals Are Givers,” a podcast series led by Erik…

 Rob is passionate about veterans. Hear how he meets their needs, from mental health to dressing nicely. Thank you for your service. Welcome to “Insurance Professionals Are Givers,” a podcast series led by Erik…

Hear how at an early age, giving to others was instilled in Mohamad as a value. He’s driven to make a positive impact in the lives of others the way THEY need to be helped….

Hear how Margaret connects her 3 agency locations to different organizations she supports. And you do not want to miss her story about the Special Tigers swim team! Oh my goodness, grab your Kleenex. Welcome…

Michael’s mom taught him to consider others who have less. Hear Michael’s heart for the refugee. “Withhold judgment until you hear other’s stories”. Welcome to “Insurance Professionals Are Givers,” a podcast series led by Erik…

Hear how Gertha passionately serves her community and meets the needs of others. She says, “Bless others as you are blessed”, and “If we have and you need it, come and get it”. Welcome to…

Chris shares his dad’s wisdom “The greatest gift we can give is to someone who could never repay us.” Hear how Chris involves his team and his family in giving. Welcome to “Insurance Professionals Are…