Jan 6, 2019
Join us for the final episode of season 1 as Rob Stevens finds out if the plan to help the Martin's with their fraud case will work and see what happens when he comes face to face with a potential Black Widow client.
Jan 6, 2019
Episode 7 hits home for people who have lost a loved one near, or early in retirement. In this episode, Financial Planner Rob Stevens visits Ron Leavy's funeral service why interacting with a number of characters including Ellen Fitzsimmons, Jerry Wiggins, and a few new members who add more interest and intrigue to...
Dec 23, 2018
Episode 6 addresses suicide in retirement, stress, characteristics of fraud, and the impact of adult children in retirement
Dec 23, 2018
Episode 5 looks at mental health issues in retirement, medication and the fine line between helping a client and losing their trust
Dec 10, 2018
This episode looks at the topics of investment fraud, financial advisors, forgiveness, resilience