EPISODE SUMMARY In this episode of Building Us podcast, co-hosts Erik Garcia, CFP® and Dr. Matt Morris, LPC, LMFT, talk about the beautiful simplicity of a relationship, financial management as a couple, the importance […]
EPISODE SUMMARY In today’s episode of the Plan Wisely Podcast, host Erik Garcia interviews Sarah Stanley Fallaw, Psychologist, Researcher and the Founder and President of DataPoints, the company that created […]
EPISODE SUMMARY Dave Ramsey is one of the biggest names when it comes to personal finance, and a lot of his advice is very good. But there are 4 of […]
Episode Summary According to Salary.com a stay-at-home mother’s annual salary in 2019 is valued at $178,201! Listen in as Matt and Erik pay tribute and celebrate moms everywhere. Episode Notes […]
EPISODE SUMMARY The news is exhausting – markets up and down, press conferences, statistics and more. Today, Erik Garcia and Jag have a simple, easy-to-understand conversation around the financial […]
COVID19 Special Edition Podcast Series, Helping insurance leaders lead their people. I am honored to have been selected to offer insight on leading through crisis on the Agency Intelligence Podcast. […]
EPISODE SUMMARY These are trying times, both financially and psychologically. Dr. Matt Morris rejoins Erik Garcia and Jag today. Together, we cover the volatile market as well as the “new […]
EPISODE SUMMARY More and more entrepreneurs are working for themselves and focusing on the “Gig Economy.” However, this can have far-reaching tax implications. Today, Erik Garcia and Jag sit down […]
In this bonus episode, Erik has a conversation with Roy Taylor CPA on his thoughts on 1099ing vs w2ing your staff. The context is Insurance Producers, but if you […]
EPISODE SUMMARY Erik and Jag are joined by Jodi Jordan, head coach and owner of CrossFit Algiers on New Orleans’ West Bank. We discuss New Year’s resolutions when it comes […]
