I joined Bill Cates of the Top Advisor podcast to discuss the top challenges facing financial professionals today and best practices to get their business firing on all cylinders.

Annuities are one of the most underutilized elements of retirement strategies. For many people, their first question when they hear the word annuity is “How do annuities work?” or, even more basically, “What is an annuity?” So, let’s cover some annuity basics first.

Financial security in retirement is important, but it often takes a backseat to financial concerns that feel more pressing. As a CEO, I believe employers have a role in helping employees be more financially savvy through educational offerings and by offering 401(k) plans with a matching contribution.

Do you have a defined decision-making process? In this video, I lay out a simple yet effective way to go through any decision.

Through my years of experience in the field, I’ve picked up a few tips to help you achieve financial success. Click here to watch.

I shared some of my top tips for managing your personal finances with the US Sun — here’s the most important one that a lot of people ignore. Make a list, create a budget, and look at all of your expenditures. If you don’t know what your money is doing, it’s going to be hard to get (or stay) on track.

Not everyone knows how to start saving for their retirement. It’s a big, possibly far-off goal, and you might need some motivation to start working toward it. If that’s your situation, here’s some information that might help you out.

In today’s video, I thought I’d talk a little bit about the importance of setting goals. Not what types of goals, and not stretch goals, but just the importance of setting them.

Conflict isn’t always a bad thing. Still, leaders must know conflict resolution to ensure they can handle workplace conflict properly.

Not sure how best to set yourself up for financial success? I recently shared some tips with CBS 12 in Jacksonville, Mississippi. My top five? 1: Carry large bills. 2: Use credit cards that give you rewards. 3: Buy discounted gift cards. 4: Buy marked down clothes in January. 5: Check your credit report.

Having an active gratitude practice isn’t something you should stop once you get to work. Gratitude in the workplace can be essential.

I’m asked frequently about the most common financial planning mistakes I’ve seen in my 30 year career, and although I don’t give retail advice, I chose the three most common that I think are easily rectifiable and everyone will understand.