Best Help Starting Medicare Podcasts (2025)

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Why Your Freebie Isn't Getting Downloaded and How to Change That 41:09

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17h ago41:09

41:09

Waitlist for Practice Momentum is here Order a Website Wellness Check here In this episode, learn why your freebie on your website isn't getting downloaded and how to fix it!By Dr Brooklyn Storme

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E260: What Is an S-Corp and How Do You Set One Up? 10:25

1d ago10:25

10:25

S-corps can offer significant tax advantages, but they also come with rules, responsibilities, and deadlines you need to understand.By Michael Reynolds, CFP®

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Eat Short to Live Long: Boosting Energy Through Diet 21:42

1d ago21:42

21:42

Send us a text The Plant Paradox and Lectin-Free Eating Introduction: This briefing document synthesizes information from excerpts featuring Dr. Steven Gundry and a WebMD article on the Plant Paradox diet (also known as the lectin-free diet). The core concept of this approach is that certain proteins in plants, called lectins, are "anti-nutrients" …

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How to Get Clients From Your Website 32:24

5d ago32:24

32:24

Getting clients from your website can be tricky so in this shorter episode, I'll walk you the five most common hiccups to getting clients from your website as a therapist in private practice so that you know what to focus on and change. Of course, if you'd like my help with it, let me know or simply click below to order a Website Wellness Check for…

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The Retirement Clinic-5-17-25 – Tax Planning for Your Estate, Business, and More 42:54

6d ago42:54

42:54

Aaron Kowal discusses what investors should and should not do in the face of increasing prices, shares estate planning updates related to the Tax Cuts and Jobs Act, Jeff Kowal examines common mistakes made amid a divorce, and Aaron touches on charitable giving strategies for Retirees.By Kowal Investment Group - Now Creative Planning

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Creating a Winning Sales Culture for Insurance Agencies | Nikki Coner Interview 24:09

5d ago24:09

24:09

In this episode of The Digital Insurance Agent podcast, host Carl Willis welcomes back Nikki Coner, CEO of Packaged to Profit, for an in-depth conversation on how to create a winning sales culture inside your insurance agency. Nikki shares her proven blueprint for building and sustaining a high-performance environment, covering topics like: The Tri…

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Medicare Basics Explained 18:52

6d ago18:52

18:52

What are the key dates with Medicare? What if I'm still working at 65? Mackenzie Anderson explains that and more in the latest edition of the Medicare Matters With Mackenzie Podcast. Watch the video version here. https://youtu.be/WldP2AwMWqs https://www.premiermedicaresolutions.com/ #medicarepodcast #originalmedicare #medicaretexas #medicareaustin …

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Overcoming Money Blocks as a Therapist in Private Practice 47:52

8d ago47:52

47:52

If you've ever cringed at the thought of processing a cancellation fee or chasing up an outstanding invoice, if you avoid charging the fee should because you worry clients won't book if you do, or if you feel like you're doing everything right in the practice but still not seeing the financial rewards, this episode might be just what you're looking…

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Mastering Sales: High-Performance Closing Techniques for Insurance Agents | Nikki Coner, CEO of Packaged to Profit 31:27

13d ago31:27

31:27

In this episode of The Digital Insurance Agent podcast, host Carl Willis sits down with Nikki Coner, CEO of Packaged to Profit, to uncover the secrets behind mastering sales and the art of the close. Nikki shares her personal journey from nursing student to high-stakes sales strategist, breaking down her three proven methods for closing more deals:…

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How to Attract the Right Client For Your Practice to Your Practice 1:17:09

16d ago1:17:09

1:17:09

How to attract the right client for your practice, to your practice without it costing a cent! In this episode I'll walk through a simple strategy that anyone can use to fill your diary more quickly with the presentations that are perfect for your practice - and it's easier than you think! Join the Private Practice Certification here Join the waitl…

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Manifesting in private practice 50:57

17d ago50:57

50:57

By Dr Brooklyn Storme

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The Retirement Clinic-5-10-25 – Chasing Returns 44:24

20d ago44:24

44:24

Aaron Kowal discusses why chasing returns can hurt your portfolio, later Jeff Kowal shares thoughts on retirees moving to lower tax states and other expenses they need to consider, and Aaron wraps things up with retirement income optimizations.By Kowal Investment Group - Now Creative Planning

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Write a Social Media That Converts 25:36

20d ago25:36

25:36

Write a social media post that converts. In this episode, I'll share the way I'm posting and what I write in them and give you a kind of formula or framework so that you can give it a go too. I think if you've been posting on socials but not getting many inquiries, this will be really helpful. Join my free community for therapists in private practi…

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Why Small Insurance Agencies Need a PEO | Rachel McDougall, CEO of peomg 24:21

20d ago24:21

24:21

In this episode of The Digital Insurance Agent Podcast, host Carl Willis talks with Rachel McDougall, founder and CEO of peomg, about how small insurance agencies can simplify HR, payroll, compliance, and employee benefits through Professional Employer Organizations (PEOs). Rachel shares: The origin story behind PEOMG How PEOs help small businesses…

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E259: Should I Buy a Duplex? 8:47

22d ago8:47

8:47

Thinking about buying a duplex? Learn the pros and cons, from financing and maintenance to tenant management and resale value, to decide if it's the right investment for you.By Michael Reynolds, CFP®

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Get Clients From Your Facebook Business Page 51:13

24d ago51:13

51:13

Learn what's working (and what's not!) when it comes to posting on your Facebook Business page as it relates to getting clients. Click here to join my free community for private practice therapists Click here to apply for Practice Momentum and get on the waitlist for the Jul 2025 intake - available to the first 10 approved applicants only…

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Google Maps Domination for Insurance Agents | Local SEO Strategies to Rank #1 on Google 42:19

27d ago42:19

42:19

Unlock the secrets to dominating local search as an insurance agent with Carl Willis, CEO of Agent Branding & Marketing. In this action-packed training, you'll discover exactly how to stop being invisible on Google and start ranking in the top 3 Google Maps listings (the "3-pack") where high-intent buyers are actively searching. This training revea…

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6 Ways Good Therapists Are Leaving Money on the Table in Private Practice 22:12

27d ago22:12

22:12

In this episode, you'll hear about six ways that really good therapists are leaving money on the table so that you can identify any that might be reflected in your business and update them! The doors to the Diploma Counsellor Society are open. Join here for the next 72 hours. Get on the waitlist for Practice Momentum here. We start on July 15th 202…

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E258: Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare 11:20

29d ago11:20

11:20

We’ll review the basic parts of Medicare, enrollment deadlines, how to enroll, and some common costs you can expect.By Michael Reynolds, CFP®

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Why You Should Question Your Supervisor If They Tell You This 36:12

1M ago36:12

36:12

In this episode, we'll unpack the bad advice to supervisees given by some supervisors when it comes to setting fees. This topic is so important to me because with the counselling workforce in Australia being 79.8% female and with an average of 55yrs, your money matters SO much and you need to be able to look after yourself. I'm going to share the a…

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The Retirement Clinic-4-26-25 – Tax Considerations 44:13

1M ago44:13

44:13

Aaron Spitzner and Tom Krueger discuss the new landscape for retirement, share insights on Roth IRAs, Roth Conversions, and taxes, and examine tax benefits or lack thereof when relocating.By Kowal Investment Group - Now Creative Planning

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How Neil Reich is Transforming Medicare Sales 35:05

1M ago35:05

35:05

In this powerful episode of the Digital Insurance Agent Podcast, Carl Willis interviews Neil Reich, founder of Care Connect Advisors, to explore the changing landscape of Medicare Advantage and how intentional value, deep market analytics, and hands-on mentorship are revolutionizing agent success. Neil shares his 27-year journey through the Medicar…

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It All Starts With You Deciding What You Want - Let Me Explain! 42:17

1M ago42:17

42:17

In this episode, you'll hear about something that's often not really discussed in the world of business when it comes to private practice, which is in itself, interesting. The shifts you want to see, feel and experience all begin not with a goal or your action steps, but instead from your decision to have, do or be the thing. I'll unpack it for you…

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E257: What is a Buffered ETF and How Does It Work? 9:59

1M ago9:59

9:59

Buffered ETFs offer downside protection with capped gains, making them an attractive option for cautious investors. Learn how buffered ETFs work and when they might fit into your portfolio.By Michael Reynolds, CFP®

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The Business Model That's Going to Change the Landscape of Private Practice 1:20:57

1M ago1:20:57

1:20:57

I am so excited to share this episode with you - you'll hear about something brand new and exciting that can actually give private practice owners (especially women in business) the peace of mind they've been craving when it comes to the business finances. I'm soooo excited for this! I also provide an update on the 100K roadmap in this episode. I h…

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Top Insurance Agency Marketing Services to Skyrocket Your Growth | Must-Know Strategies for 2025 15:15

1M ago15:15

15:15

Want to grow your insurance agency and attract more clients? In this episode, Carl breaks down the top marketing services you need to stand out in today's competitive market. Learn about pay-per-click advertising, SEO, social media marketing, content marketing, email automation, and website optimization—all essential for success in 2025. 📌 Topics C…

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Understanding Veterans Medicare Benefits 24:03

1M ago24:03

24:03

Navigating Medicare benefits for Veterans requires extra attention to detail. Mackenzie Anderson sits down with Veteran and Medicare Expert Adela Cochrum to discuss in the latest edition of the Medicare Matters With Mackenzie Podcast. Watch the video version here. https://youtu.be/Rqd-17N7GFM https://www.premiermedicaresolutions.com/ #medicarepodca…

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E256: So You Started a Business – Now What? 10:40

1M ago10:40

10:40

You’ve taken the leap and started your own business. First, congratulations! It takes courage to step out on your own and build something from scratch. But now that you’re officially in business, what comes next?By Michael Reynolds, CFP®

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What’s really keeping your practice stuck—and how to shift it (without another course) 46:44

2M ago46:44

46:44

If your private practice feels like it’s hit a wall—even though you’re doing all the things—this episode is for you. We’re unpacking the real reasons your business might feel like a lot right now (hint: it’s not because you’re doing it wrong), and how to finally move forward without adding more to your plate. ✨ I also share why I created the Strate…

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The Retirement Clinic-4-5-25 – Retirement Myths 44:25

2M ago44:25

44:25

Chaunsy Weisensel and John White share myths about retirement savings, spending, and more, examine market volatility and history of the markets, and discuss how you can help your children understand money and finances.By Kowal Investment Group - Now Creative Planning

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Mastering Meta Ads: Proven Strategies for Insurance Agents to Generate Leads & Max ROI 40:24

2M ago40:24

40:24

Discover how to drive high-quality leads, retain clients, and maximize your return on investment using Meta (Facebook & Instagram) ads. In this in-depth webinar replay, Carl Willis, CEO of Agent Branding & Marketing, walks insurance agents through precision targeting, budget-friendly ad strategies, campaign optimization, and compliance best practic…

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E255: 3 Ways to Improve Your Tax Filing Process Next Year 5:17

2M ago5:17

5:17

Tax season can feel overwhelming, especially when you’re scrambling to pull everything together at the last minute. Whether you file your own taxes or work with a tax professional, an organized approach can help reduce stress and improve your outcome.By Michael Reynolds, CFP®

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100K in One Quarter? How I Did It and How You Can Too 56:54

2M ago56:54

56:54

I'm really excited to share this episode with you - to show you what exactly happened, how it happened and what it didn't require of me, so that you can start to shift your mindset too about what's possible for you in your private practice. Join my free therapist community here Give me your website and I'll show you what's missing so you can get mo…

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38. Your Downmarket Playbook: Six Things Smart Investors Do When Markets Crash 18:41

2M ago18:41

18:41

The market is falling—again. So what should you actually do when things get rocky? In this episode, you'll hear a simple, practical playbook for staying calm, staying invested, and making smart moves during market downturns. Backed by 150+ years of market history and real investor behavior, you’ll learn why crashes aren’t as rare (or as scary) as t…

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The Retirement Clinic-3-29-25 – Social Security 43:57

2M ago43:57

43:57

Jeff Kowal and guest Karyl Richson discuss how social security was first issued and the confusion around the deceased, examine social security overpayments and the annual earnings limit, and share a story around unintentional fraud and lessons to be learned.By Kowal Investment Group - Now Creative Planning

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Top 20 Marketing Apps Every Insurance Agent Needs | Boost Leads & Sales in 2025 15:45

2M ago15:45

15:45

Want to streamline your marketing and grow your insurance agency? Discover the top 20 marketing apps that can automate your processes, generate leads, and increase sales in 2025. Whether you're looking for CRM tools, social media management, SEO software, or ad optimization, this list has you covered! 📌 What You'll Learn: ✅ Best CRM tools for manag…

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Bad Advice Private Practice Owners Constantly Receive 44:19

2M ago44:19

44:19

By Dr Brooklyn Storme

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1 Hack, 3 Common Challenges in PP 39:00

2M ago39:00

39:00

By Dr Brooklyn Storme

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Is This the Key Youve Been Looking For? 46:13

2M ago46:13

46:13

By Dr Brooklyn Storme

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How Insurance Agents Can Win With Google Local Service Ads 46:43

2M ago46:43

46:43

Learn how insurance agents can harness the power of Google Local Service Ads (LSAs) to generate high-quality, exclusive leads and dominate their local markets. In this in-depth webinar replay, Carl Willis, CEO of Agent Branding & Marketing, explains how LSAs work, why they matter, and actionable strategies to set up and optimize your campaigns. Wit…

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Money Mapping For Your Private Practice 32:41

2M ago32:41

32:41

Secure one of the last 7 remaining places in Practice Momentum Read the Booked Solid Therapy Blog here Join my free community, The Ultimate Private Practice here In today's episode, you'll hear about just one of the strategies I teach my Momentum clients that starts bringing in extra money within the first few weeks - and you'll hear about things t…

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The Retirement Clinic-3-22-25 – Enjoying Retirement 43:11

2M ago43:11

43:11

Joe Still and Tom Krueger discuss things to do in volatile markets and things to avoid, share the top 10 ways to enjoy your retirement, and highlight the top active adult communities in 2025.By Kowal Investment Group - Now Creative Planning

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E254: 10 Budgeting Myths That Keep People from Using a Budget 9:15

2M ago9:15

9:15

Creating and following a budget is one of the most powerful ways to gain control over your finances. But despite its benefits, many people avoid budgeting altogether. Why?By Michael Reynolds, CFP®

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How to Market to Couples, Finding Clients in Rural Remote Areas, Pausing Your Practice 38:03

2M ago38:03

38:03

Click here to read more about Practice Momentum Click here to join my free community, The Ultimate Private Practice Click here to get my eyes on your website In this episode, I'll answer your questions on things like how to market your private practice to couples, how to find clients in regional, rural or remote areas, what to do when you want to h…

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How to Build a Powerful Brand Identity for Your Insurance Agency | Stand Out & Grow 19:29

2M ago19:29

19:29

Want to make your insurance agency stand out in a crowded market? In this episode, we’ll walk you through the key strategies to build a strong brand identity that attracts and retains clients. Learn how to define your mission, create a unique selling proposition, maintain consistency across channels, and leverage community involvement to enhance yo…

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This and That About Medicare 20:38

2M ago20:38

20:38

How are your Medicare premiums calculated? What are some things Medicare covers and some they do not? Mackenzie Anderson explains that and more in the latest edition of the Medicare Matters With Mackenzie Podcast. Watch the video version here. https://youtu.be/rAv1SOCJhR8 https://www.premiermedicaresolutions.com/ #medicarepodcast #originalmedicare …

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E253: How to Claim Your Tax Credits for Adoption Expenses 12:44

2M ago12:44

12:44

Adoption can be one of the most meaningful experiences in life—but it's no secret that it can also come with significant costs. Fortunately, the IRS offers adoption tax benefits designed to offset some of these costs. If you’re planning to adopt or have recently completed an adoption, it’s worth understanding how to claim these valuable tax credits…

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The Retirement Clinic-3-15-25 – Taxes: Deductions and Scams 42:47

2M ago42:47

42:47

Aaron Kowal shares common overlooked tax deductions, touches on the benefits of succession planning, discusses the dirty dozen tax scams to avoid, and wraps up with Direct Indexing.By Kowal Investment Group - Now Creative Planning

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Reschedules in Private Practice | Why They Happen | What You Can Do 44:24

2M ago44:24

44:24

Apply for Practice Momentum before 15th April 2025 and secure your Founding Client thank-you fee! In this episode, we talk about all things Rescheduling. If you've noticed an increase in reschedules, you're not alone - it's happening to other people in private practice too across disciplines including psychologists, social workers, counsellors and …

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A Tribute to National Veterans Day 11:28

2M ago11:28

11:28

Send us a text Date: March 23, 2025 Sources Reviewed: "50th Anniversary of the Vietnam War Commemoration | Vietnam War Commemoration" "In Country: Stories from the Vietnam War | Vietnam War (1961-1975) | Serving: Our Voices | Veterans History Project Collection | Digital Collections | Library of Congress" "NHHC" (Naval History and Heritage Command …