Beautiful Miami Friday off my balcony this morning! Love being in a city that provides an environment to GROW and THRIVE in!!!

So glad Dr. Rodney Mogen and I were able to catch up over some BBQ as he passed through Miami last week! Rodney has helped me become the insurance agent that I am today BC Brokerage wouldn't be where we are at today without you! Thank you for your patience and expertise!

Ever wonder what those ribbons on an insurance agent’s name tag really mean? Spoiler: they’re not about helping clients—they’re about hitting quotas. Here’s the thing: for many agents, this is their introduction to financial services. They start young—often right out of

#112 - Optimize Your Practice with Tips from Libby Greiwe🎙 ChFC, RICP, FIC What if you could turn your financial advising practice into a seven-figure business while working just three days a week? In our latest Only Fee-Only Podcast episode, Libby Greiwe, host of the Efficient

Transitioning out of the military comes with a lot of decisions, and life insurance is one of them. If you’re leaving the service and can’t secure private coverage due to insurability issues, Veterans' Group Life Insurance (VGLI) can be a solid option. It ensures you have

Curtis Ray got hit with a cease-and-desist—but why? In this video, I break down how marketing a product as “proprietary” and exclusive when it wasn’t led to major trouble. The product, widely available through Mutual of Omaha, wasn’t the real problem—it was the misleading

Self talk is everything.

When should consider buying life insurance or more life insurance? Watch this video to find out!

#113 - Matt Pruitt on Balancing Growth with Personal Fulfillment Matt Pruitt, CFP®, CFA, founder of Exhale Wealth Management, is back for his second appearance on the Only Fee-Only Podcast podcast, and his journey continues to impress. After leaving institutional investment

Growth Doesn’t Always Mean Rushing Forward This time of year always reminds me that growth isn’t just about chasing the next milestone or rushing forward. True growth comes from taking a moment to reflect, appreciate, and find fulfillment in the journey. Personally and

Insurance policies and concepts business owners should consider. 1) A Buy-Sell agreement 2) Key Person Life insurance 3) Key Person Disability policy 4) Business Overhead Expense. These policies have the ability to create a solid safety net and give some breathing room.

Do you need life insurance for your entire life? Probably not……

"We are going to buy a home next year that costs $750,000 and put down 10% Meaning we need a mortgage for $675,000 That will result in a mortgage payment of $4,144 based on today's rates of 7.25%" Here's why this thinking is wrong and you could end up feeling house poor👇

Sun, strategy, and setting big goals—Miami delivered on all fronts. This week, I spent some time with Peter in Miami to reflect, strategize, and set our goals for 2025. It’s always helpful to step back from the day-to-day and focus on the bigger picture—whether it’s refining our

Some things that can kill your wealth building - panic selling - being underinsured - having too much debt - having a low investment rate - raising your lifestyle too quick - not having an emergency fund - only investing when the market is up - not having the proper p&c

Insurances you need as a millennial 1. Car insurance: cover large outlays of cash not low deductibles (maxed out liability) 2. Disability insurance: protect your future earnings 3. Health insurance: make sure a large accident doesn't cost 100s of thousands of dollars 4. Term

Most disability claims are partial, not total. That’s why you NEVER buy a policy without a Residual Disability Rider—it pays out even if you’re only partially disabled.

Here is one of the biggest mistakes that I see people make, and how to avoid it….. People assume they’ll always be insurable. Health changes. Careers evolve. Life throws curveballs. But your ability to get insurance isn’t guaranteed. That’s why locking in coverage while you’re

This is How You Shop for Meat at Costco

Renters underestimate how much they own. Clothes, electronics, furniture—if everything was lost in a fire or theft, how much would it cost to replace? Renter’s insurance covers that (and sometimes even hotel stays if you’re displaced). It’s an easy financial win in a tough