Thought Leadership
Video Scripts

All thought leadership video scripts can be edited to reflect your voice to your audience as needed. Email Carly Riddle with your selections and edits.

Five Practical tips as you close one chapter and open another (009) After a long successful career, many ask: Where did the time go? Throughout your career, you probably had to plan for the fu
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Simplify, Simplify, Simplify (008) As I continue to live in a busy and noisy world, I am learning to value things that simplify my life.  For example, reading pages and pages of instructi
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B = MAP… Wait … What? (007) As I’ve reflected over the years about clients who have reached their financial dreams and goals, one common trait seems to be consistent. Small steps over a period
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Post Separation Financial Challenges (006) Under normal circumstances, financial planning is key to the long-term financial health of your family. But imagine that you wake up one day in your a
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Overcoming the Overwhelm of Starting Your Financial Plan (005) Let's face it; we all love to be on top of things. Whether we are a planner or not, we love when things are in order, especiall
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Planning for Long Term Care (004) If you are in your 40’s, 50’s, or even 60’s and healthy, long-term care may feel irrelevant. After all…there’s still time right? Maybe not. Here are a few comm
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Social Security (003) Recently a friend of mine said he walked into his parent's home where he saw his parents laboring over a bunch of papers. He could quickly tell they were confused…and stress
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Practical Steps for Identity Theft (002) It’s happened to all of us. The phone rings and you don’t recognize the number. Should you answer or let it go to voice mail? What if it's one of the
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Aging Parents (001) Recently I was asked, "How much should I be involved in my aging parent's finances?" As I took a deep breath, I said, "How much time do you have?" Not because it's a complic
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