The Crystal Clear Finances Podcast

Join us today as Crystal has the opportunity to speak with special guest Bob Doll from Crossmark Global Investments about True Wealth!

Join us for today's podcast as Crystal shares a continuation to last weeks episode, Part 2 of The 4 Steps to Generational Wealth!

Join us for today's podcast as Crystal shares the importance of preparing the next generation for wealth, focusing on the first of four key lessons: the trappings of wealth. She emphasized the difference between spending for consumption and spending with purpose, using her own birthday plans as an example. Crystal cited statistics from studies showing that many heirs are not ...

Join us for today's podcast as Crystal delivers a comprehensive educational presentation on life insurance, explaining 10 key terms to help clients understand and confidently discuss life insurance options. She will cover the underwriting process, the importance of detailed beneficiary designations, and carefully considering both primary and contingent beneficiaries. She will...