The PEA Blog

In this special edition of the Advisor Advantage podcast, Tammi talks with Patrick Donahoe, one of the leaders of the Prosperity Economics Movement. He talks about his vision for the movement and the integral part that the advisors play in within the movement. To...

If you’re looking for new strategies to attract clients this is the episode for you. Kim and Tammi talk about keeping your marketing and message simple and they even share a new real estate strategy you’ll love. In the end, Tammi interviews fellow advisor Caleb...

This episode is all about how to convert assets into income. We’ll also talk about the importance of the death benefit and life settlements as well. At the end of the podcast, Tammi interviews Greg Gentry at the Summit who has the intellectual capital to share with...

Today’s episode is all about retiring, how people wanted to look a retiring and Kim’s most significant advise: to NOT quit working entirely. To learn more about the prosperity movement and help you and your clients build and keep wealth visit...

Kim talks talks about the phases of financial progress and how in the fourth phase the client begins to create wealth. Also in the advisor section of the podcast we get to listen to Noah Kelsch give his thoughts on the ups and downs we experience in life. To learn...

The third phase of financial progress is how people take care of their emergency fund and their emergency opportunity fund. To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com To learn more...

The second phase of financial progress is the introduction of whole life insurance. Also Kim and Tammi mention the role of rental properties and the liability umbrella. To learn more about the prosperity movement and help you and your clients build and keep wealth...

Kim shares a portion of her infinite wisdom and talks about the first of seven phases of financial progress: The importance of savings. To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com To...

In this seventh and final blindspot for personal finance, Kim talks about the things that "sound too good to be true". She talks about how to help clients with this and help them learn about the information that you discover by digging deeper. To learn more about the...

In this 6th episode of Kim's seven blind spots of personal finance, Kim talks about a lie: "we invest before we save". We shouldn't invest before we save first. Kim also talks about the importance of teaching the young people to save first. To learn more about the...

In this 5th episode of Kim's seven blind spots of personal finance, Kim talks about how a life insurance is only for when you die. She also talks about the death benefit. To learn more about the prosperity movement and help you and your clients build and keep wealth...