Markets hit record highs. 401(k) savings are at all-time levels. So why do so many Americans still feel like they’re falling behind?

In this episode of Plan Life Right, Kevin Ross and Matt Floyd unpack the real story behind Q2 2025’s historic rebound — and what the numbers don’t tell you. From the fastest S&P 500 recovery in history to a rise in hardship withdrawals and unaffordable housing, this isn’t just a market update… it’s a financial wake-up call.

You’ll discover how to spot the hidden risks in today’s economy, protect your retirement savings, and make smarter choices in a world where even side hustles are becoming survival tools.

Explore more at PlanLifeRight.com or AdvisorRescue.net.
New episodes available weekly.

What if your next retirement class could generate over $1.6 million in business… without a single hard sell?

In this candid conversation, Advisor Rescue host Kevin Ross sits down with Tim Stearns—a retirement planning expert who consistently writes over $30 million in annual premium and brings in $15 million in new assets each year—all from live retirement workshops.

You’ll learn exactly how Tim engages pre-retirees, builds instant trust, and converts over 60% of attendees into appointments. From the perfect opening hook to the handouts that move people to take action, this episode is packed with real-world tactics any advisor—or curious retiree—can apply.

Whether you’re looking to protect your wealth, improve your financial education, or scale your advisory practice… this one’s a must-listen.

Explore more at Plan Life Right or Advisor Rescue. New episodes weekly.

Tim Stearns went from taking meetings in his basement to building a $25M+ annuity practice with over $500M in total assets. In this episode, Kevin Ross and Matt Floyd unpack Tim’s story of breakthrough, from quitting dinner seminars to building a repeatable retirement class model with 10x ROI. If you're an advisor stuck in the “grind,” this is your blueprint for scalable, purposeful growth.