Episodios

  • Plan Life Right – Episode 18: The Life Insurance Wake-Up Call You Didn’t See Coming
    Jun 1 2025

    Most people think $300K in life insurance is enough—but in this episode, Kevin Ross and Matt Floyd expose why that number could leave your family unprotected. From the truth about term insurance to the power of Indexed Universal Life (IUL) for tax-free retirement, you’ll learn how to avoid common mistakes and create a smarter strategy for your future. Whether you're a parent, a provider, or a financial advisor, this is your wake-up call.

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    22 m
  • Plan Life Right – Episode 17: The Tax-Free Retirement Blueprint the Wealthy Never Talk About
    May 25 2025

    Think your 401(k) will protect you in retirement? Think again. In Episode 16, Kevin Ross and Matt Floyd break down how Index Universal Life Insurance (IUL) helps you grow wealth tax-free, avoid market losses, and create lifelong income—with real-life examples from business owners, doctors, and attorneys.

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    28 m
  • Plan Life Right – Episode 16: How Oil Prices Shape Your Wallet – OPEC, Gas, and the Truth Behind the Pump
    May 18 2025

    Oil prices aren’t just about the gas pump—they shape the cost of groceries, manufacturing, and even your investments. In this episode of Plan Life Right, Kevin Ross and Matt Floyd explore how OPEC controls supply and pricing, why the U.S. still imports oil despite record production, and the surprising truth behind “green” alternatives like lithium and hydrogen. You’ll also learn how oil prices act as a leading economic indicator and what 2025 could look like for your portfolio. If you’ve ever wondered why gas prices don’t drop as fast as they rise—or how global energy policies affect your everyday spending—this episode delivers the clarity you need. Tune in to understand the real economic forces behind oil and what it means for your future. Don’t forget to subscribe and check out Kevin’s books: Mastering the Art of Influence, The Customer Intelligence Guide, and Mastering the Sale of Index Universal Life Insurance at ⁠www.advisorrescue.net⁠.

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    25 m
  • Plan Life Right – Episode 14: Master Unstoppable Confidence
    May 7 2025

    Some advisors stall while others dominate—and the difference often comes down to confidence. In this episode, Kevin Ross and Matt Floyd reveal the 10X Confidence Framework that’s helping advisors close bigger deals, lead conversations with authority, and crush imposter syndrome for good. You’ll hear real success stories, including how one hesitant advisor landed a $98K life insurance sale in just 30 days, plus practical strategies to build unshakable belief fast.

    Ready to become unstoppable? Subscribe to Plan Life Right for weekly episodes on mindset, sales mastery, and financial success.

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    35 m
  • Plan Life Right – Episode 13: Don’t Be a Negotiating Moron
    Apr 28 2025

    Ever been in a negotiation that went hilariously off the rails? In this episode, Kevin Ross and Matt “Mad Skills” Floyd turn a real-life quarterback contract fiasco—when Big Nic tried to anchor a $4 million deal with zero leverage—into a masterclass on deal-making. You’ll learn how to set the right anchor, build an unbreakable BATNA, frame your proposals like a pro, and wield silence as your secret weapon.

    Don’t fumble your next negotiation—listen now and level up your USD-chopping, coffee-mug-protecting ninja skills!

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    50 m
  • Plan Life Right – Episode 12: Masters Week Mayhem: Markets, Meltdowns & Mulligans
    Apr 15 2025

    Kevin Ross and Matt Floyd return with financial insights, market breakdowns, and a few laughs from a Masters Week gone hilariously off-course. From yield spikes and tech slides to the surprising dangers of bad advice, this episode explores what today’s market signals mean for your retirement, no matter your age. Whether you're tracking your portfolio or just tuning in between golf rounds, this is your guide to surviving financial turbulence with strategy—and maybe even a smile.

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    51 m
  • Plan Life Right – Episode 11: Leadership & Communication
    Apr 14 2025

    What happens when your big podcast plan at The Butler Cabin in Augusta goes wildly off course—and lands you in Butler, Ohio instead? In this hilarious and insightful episode, Kevin Ross and Matt Floyd turn a Masters Week mishap into a powerful lesson in leadership, communication, and the importance of double-checking the details. From Dale Carnegie to moonshine and Airbnb gone wrong, this episode blends humor with hard-earned wisdom.

    If you’ve ever made a big mistake (or just need a laugh and a leadership refresh), this one’s for you.

    🏡 Curious where they ended up? Check out the infamous cabin in Butler, Ohio: https://www.airbnb.com/rooms/42197051

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    32 m
  • Plan Life Right – Episode 10: When Gold Speaks, Markets Listen
    Apr 7 2025

    Gold is hitting record highs, stocks are slipping, and investor confidence is on the decline—but what does it all mean for your financial future? In this episode, Kevin Ross and Matt Floyd decode the economic signals that matter, from market volatility to consumer confidence and the housing market. Whether you're an investor, homebuyer, or just trying to stay ahead of the curve, this episode will help you navigate uncertainty with clarity and confidence.

    Stay informed. Stay protected. And most importantly—plan life right.

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    36 m
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