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.

In this episode, Kevin Ross and Matt Floyd explore the deeper layers of influence and sales psychology. You’ll learn how to overcome hidden resistance, reframe beliefs through storytelling, align with clients instead of pushing, and decode buyer archetypes to adapt your message in real time. If you sell anything — from financial strategies to software — this episode gives you tools to connect faster, build trust deeper, and close smarter.

Part 2 of 2: Kevin Ross and Matt Floyd reveal how trust is built in sales — not through data, but through emotional connection and confident communication. You’ll learn how to identify your client’s “trust currency,” speak with clarity, and avoid sounding like a desperate closer. This episode is your playbook for building real influence that converts.z

Most sales pitches fail not because the offer is wrong—but because you're pitching to the wrong person.
In Part 1 of this two-part series, Kevin Ross and Matt Floyd unpack why buyers say no (even when your pitch is perfect). Learn how emotions drive decisions, how to find the real influencer in the room, and how to uncover pain without sounding pushy. If you’ve ever walked out of a meeting thinking, “That should’ve closed,” this one’s for you.

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.

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.