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 […]
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 […]
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 […]
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 […]
“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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
