In this final episode, Mike wraps up our Winning Strategies series. But don’t worry. Even though he says good-bye to Winning Strategies, he’s excited to announce a new challenge and invites you to join. Thank you so much for following along wit

026 - Yuchun Lee

Jul 31st, 2019 24m 15s

Special guest Yuchun Lee, founder of multiple start-ups, former IBM executive and current CEO of Allego, joins Mike this week to talk about the future of learning and teams in the finance space. Hear insights about how the financial industry ca

025 - Elyse Archer

Jun 26th, 2019 27m 13s

This episode is packed with insight about how to transform your practice to be unique and transformative. Elyse Archer, sought-out personal brand strategist, joins Mike as she describes the importance of identifying and developing your brand. E

024 - Gabrielle Bosche̒

May 29th, 2019 21m 59s

This week, America’s Millennial Expert, Gabrielle Bosche joins Mike to offer insights that dismantle the myths and preconceived notions often held against the millennial generation. We’ll learn about how older generations can create work enviro

023 - Bentley Heese

Apr 24th, 2019 16m 55s

Bentley is back! Bentley Heese is a Retirement Income Consultant for Ash Brokerage, and the only guest to be on Winning Strategies twice! Listen in as he and Mike discuss HECMs and bounce ideas off of each other. Bentley serves the Virginia, M

Episode 22 - Joe Elsasser

Mar 27th, 2019 22m 40s

Mike met Joe Elsasser, advisor, writer, speaker and FinTech president, at the FSP Institute last month. In this episode, the two discuss optimizing social security in a new way for clients and bond over second tries as a financial professional.

Episode 21 - Face the Fear

Feb 27th, 2019 18m 36s

On this episode of Winning Strategies, Mike sits down with Nicole Ellsworth and Kaitlyn Duchien, the founders and voices of Face the Fear – a platform aimed at educating millennials about their finances while having fun through blogs, podcasts

Episode 20 - Jim Wilcox

Jan 30th, 2019 15m 6s

Do you want to elevate your game in 2019? This episode is for you. Jim Wilcox, founder of Wilcox & Associates, talks with Mike about getting back to basics, focusing on planning and getting better at your craft in 2019. Utilized by Mike's own

Episode 18 - Paul Kingsman

Dec 26th, 2018 22m 14s

Speaker, Author, Executive Coach, Olympic Medalist. Paul Kingsman is a sought after expert on being distraction-proof. He teaches advisors how to maintain focus and create processes that achieve outstanding results. He understands financial pro

Episode 17 - Webinar Recap with Steve Pilger

Dec 19th, 2018 23m 48s

Mike is joined by Steve Pilger, National Sales Director of Pension Risk Transfers & Structure Settlements at Ash Brokerage, to talk about the importance of integrating PRT into your practice and actionable ways to make 2019 more impactful. Cont

Episode 16 - Chad Eyrich

Nov 28th, 2018 17m 39s

Mike sits down with Chad Eyrich, Long-Term Care Insurance Team Leader at Ash Brokerage. The two discuss the importance of LTC planning as a way to protect families, legacy and income during retirement. ------ Follow Mike on Twitter Connect with

Episode 15 - Webinar Recap with Scott Fergusson

Nov 14th, 2018 13m 56s

Mike rehashes snippets from the webinar with Ash Brokerage's Chief Innovation and Revenue Officer, Scott Fergusson. With his start as a retail advisor, Scott brings true understanding to advisors. Mike and Scott discuss new technologies and h

Episode 14 - Don Graves

Oct 31st, 2018 25m 16s

The Kentucky man himself, Don Graves, RICP®, talks with Mike about the impact of reverse mortgages and HECM for the aging population. Don is the President and founder of Housing Wealth Institute and an Adjunct Professor of Retirement Income at

Episode 13 - Webinar Recap with Tim Ash

Oct 17th, 2018 20m 55s

Mike reiterates the most valuable ideas and thoughts about QLACs, Non-Correlated Strategies and passions behind the business that Tim Ash, CEO of Ash Brokerage, shared in September's Winning Strategies Webinar. ------ Follow Mike on Twitter Con

Episode 12 - CJ McClanahan

Sep 26th, 2018 14m 43s

Executive Business coach, Speaker, Author and podcast host, CJ McClanahan shares his story and ideas to be your best professional-self. Find more information about CJ here: http://www.cjmcclanahan.com/

Episode 11 - August 2018 Webinar Recap with Jamie Hopkins

Sep 12th, 2018 23m 48s

Mike emphasizes four major topics covered in the July Webinar by Dr. Jamie Hopkins of the American College.

Episode 10 - Bob Burg

Aug 29th, 2018 28m 22s

Business speaker and author, Bob Burg shares his ideas and strategies behind his best-selling business parable The Go-Giver.

Episode 9 - Bentley Heese

Jul 25th, 2018 22m 45s

Bentley Heese joins Mike to discuss his best practices within retirement planning and what keeps him motivated.

Episode 8 - June 2018 Webinar Recap

Jul 11th, 2018 19m 19s

Mike dives deeper into the most valuable ideas covered by Tim Ash during the June Retirement Webinar

Episode 7 - Michael Smith

Jun 27th, 2018 19m 39s

Mike is joined by Michael Smith, Co-founder and Chief Solution Architect for Journey Guide.

Episode 6 - Jody Harris

May 30th, 2018 21m 16s

Mike McGlothlin sits down with Jody Harris to talk social security and what you can do for your clients today when discussing retirement planning.

Episode 5 - Steve Pilger

Apr 25th, 2018 25m 5s

Pension Risk Transfer | Mike McGlothlin sits down with Steve Pilger from Ash Brokerage to talk what companies are doing, trends in the market and everything you as an advisor needs to know about pension risk transfers.

Episode 4 - Steve Schankerman

Mar 28th, 2018 16m 7s

Mike is joined by Steve Schankerman in a conversation about how retirement products provide better yields in various portfolios.

Episode 3 - Randy Kitzmiller

Feb 28th, 2018 11m 50s

Mike is joined by Retirement Income Consultant Randy Kitzmiller.

Episode 2 - Jim Martin

Jan 15th, 2018 17m 17s

Mike is joined by Retirement Income Consultant Jim Martin in a discussion about maintaining retirement momentum in the transition from accumulation to distribution.