In this episode of Pathways e3, Sanjay Tolani challenges conventional financial wisdom by urging listeners to "stop thinking diversification" and focus on concentration for wealth creation. Sharing his journey from selling his first policy as a young advisor to building generational wealth, he offers actionable insights on legacy, succession, and protecting family and income for the future.

On this episode of Pathways e3, Jamie Hopkins dives into his concept of "rewirement," reframing retirement planning from just saving and spending to redefining future goals and behaviors. Amber Stitt and Jamie Hopkins discuss envisioning your future self, naming your goals, and adapting as life evolves. They also touch on his upcoming book, the 4% rule, and why change—not rigid rules—is key to financial success.

On this special edition of Pathways e3, Shane Westhoelter shares how a heartfelt experience delivering a $10,000 insurance check changed his view on legacy, dignity, and the power of their profession. Shane and Amber Stitt discuss why legacy planning is evolving, why mentorship and bringing new talent into the industry matter, and how building a meaningful legacy outranks just building wealth.

In this episode of Pathways, Amber Stitt sits down with Monica Felton, a financial planner who has spent 15 years helping families save for college without sacrificing retirement. Monica shares why early planning is crucial, the realities of college costs, and the importance of open family conversations—highlighting that it’s never too late to start preparing for your child’s future success.

On this episode of Pathways with Amber Stitt, guest Chris Conway shares his unique journey from life insurance sales to becoming an expert in life settlements. He discusses how life insurance is an asset, not a liability, and how life settlements can provide financial flexibility. Chris emphasizes the importance of personalized planning and navigating life's challenges with the right tools and expert advice.

Tune into The Amber Stitt Show as Amber meets with the multi-talented Amy Scruggs to explore her dynamic career in music and mortgages.

Introduction: Welcome back to The Amber Stitt Show! In today's episode, we are diving deep into the topic of Secure 2.0 and how it...