Financial literacy | Investing | Insurance | Estate planning Conversations on business, economics, inflation, entrepreneurship, wealth building, and ownership.
United States
Joined December 2016
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Two dates. Bring your questions.
BPM: Thu Nov 12, 8 p.m. Licensing, training and agency options.
Houston or Zoom: Sat Nov 14, 10:30 a.m. to noon CST. Risk Management in Financial Planning.
Message us with BPM or HOUSTON for details.
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Questions before commitments.
BPM: Thu Nov 12, 8 p.m. Licensing, training and building in financial services.
Houston or Zoom: Sat Nov 14, 10:30 a.m. to noon CST. Risk Management in Financial Planning.
Message us for details.
🤖 Made with AI
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Houston or Zoom: join our Risk Management in Financial Planning seminar.
Saturday, Nov 14
10:30 a.m. to noon CST
Family income, asset protection, health and long-term care needs, and retirement income.
Message me for location or Zoom details.
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What does starting a financial services business involve?
Join our BPM Thursday, Nov 12 at 8 p.m. We’ll cover licensing, training and ways to participate part time or build an agency.
Message me for meeting details. Bring your questions.
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A useful networking message doesn’t need a sales pitch.
‘How’s business going? What are you working on?’
Then actually listen. I’ve had better conversations that way than trying to squeeze an entire business plan into someone’s inbox. 😂
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A budget built around your best month can get uncomfortable during an ordinary one. Start with what reliably comes in, then look at what has to go out. Leave yourself some breathing room where you can.
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Life insurance: know your options.
Start with who depends on you, the bills that remain and what you can afford. More policies don’t automatically mean a better plan.
Message me to review your needs. Coverage and eligibility depend on policy terms and underwriting.
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F&G said today it has scaled back multiyear guaranteed annuity sales because returns were below its targets. That’s the insurer’s profitability calculation, not a change announced to customers’ existing guarantees. Full announcement linked in the reply below.
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Source: F&G Annuities & Life, “F&G Annuities & Life Reports Third Quarter 2026 Results,” November 5, 2026. prnewswire.com/news-releases…
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Are you choosing life insurance or a fixed annuity for a clear financial need, or because the product pitch sounded good?
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Full reference: “Life Insurance & Fixed Annuities: Protection, Cash Value & Retirement Income.” Conversations with Nick, YouTube, January 29, 2026. youtube.com/watch?v=vvX8Ra7j…
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Federal jobs coming back in 2028? An election alone does not guarantee a job or back pay.
My latest article looks at AI, public spending and what they could mean for your paycheck, business and utility bill. Eight predictions, with limits.
Full article in the reply.
🤖 Made with AI
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Going into 2027, don’t leave the benefits conversation entirely to HR. Parents, help your Gen Z kids ask about the 401(k) match, coverage and what they can afford to save. I wrote about making retirement plans fit real life. Article in the reply.
🤖 Made with AI
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Asked AI how to become a millionaire in 30 days. It said get a job. 😂 Even the dog wanted a second opinion. AI-generated comedy. Clip: @zenoxlayla on TikTok.
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