Succession, Wealth & Insurance Network (SWIN)

Who Needs an Estate Plan? Estate planning isn’t just for the rich or elderly. If you have family, assets, or specific wishes you want honored, you need a plan. Here’s how to begin: ➡️List assets and debts ➡️Choose beneficiaries ➡️Select a trusted executor ➡️Partner with an experienced professional...like US! At SWIN, we walk clients through this process every day. Let us help you create a plan that protects your future. Call us at 724.754.8200 to learn more.

Wondering what the most powerful financial vehicle is that Scott is talking about in his latest podcast? You'll have to listen to the full episode to find out, or you can reach out to him and ask - 724-754-8200 See the full podcast here - https://lnkd.in/e3etUjc7

✨ Episode 8 of Sink or SWIN is LIVE! In Episode 8, Danielle Nichole Burfield, Account Manager for SWIN, through True Fit Marketing, and Scott Swinchock get real about money: the mistakes we all make, the myths we’ve been told, and the strategies that actually work. They’re covering everything from credit card interest to retirement planning, plus practical hacks you can start using right away. If you’ve ever wondered how to save smarter, invest with confidence, or set your family up for long-term success, this is the episode you don’t want to miss. 🎧 Listen now and take the first step toward a stronger financial future: https://lnkd.in/e3etUjc7

New Sink or SWIN episode drops TOMORROW! In Episode 8, Danielle Burfield, SWIN's Account Manager, True Fit Marketing, and Scott Swinchock cut through the money myths holding people back. From Roth IRA limits and credit card traps to the real 10% retirement rule. They’ll unpack the big questions (mortgage vs. credit card debt, anyone?), share simple strategies like the 50/30/20 rule, and reveal why time in the market always beats timing it. This one’s packed with eye-opening insights, practical tips, and a few laughs along the way. Don’t miss it! Episode goes live tomorrow. Get ready to watch, learn, and take charge of your financial future. Don't forget to catch up on Episodes 1-7 on our YouTube channel - https://lnkd.in/eXuseRCU

When you work with Scott Swinchock and his team at SWIN, you will get to actually know them and build a valuable trust in the services they provide. Scott discusses why this is important in Episode 7 of the Sink or SWIN Podcast. Listen now and be sure to subscribe to our YouTube channel: https://lnkd.in/exaFQdC4

No matter what you call it, whether it is making sales happen or providing a service to your clients, the ultimate goal is being seen and remembered. Scott Swinchock sits down with Danielle Nichole Burfield and Christine Cox, M.S. of True Fit Marketing and explains why he is a service provider, not a sales guy, in Episode 7 of the Sink or SWIN Podcast. Watch it here now: https://lnkd.in/exaFQdC4

Estate planning means making intentional decisions today about your money, property, and loved ones for the future. It’s not only for the wealthy...it’s for anyone who wants peace of mind. ✅ Benefits: clarity, reduced stress, and fewer legal hurdles ⚠️ Considerations: it requires time and investment, but the reward is avoiding family conflict down the road The SWIN team can guide you through each step of the process so you can protect what matters most. Call us today at 724.754.8200 to get started.

If Google is in the name, USE IT! In Episode 7 of the Sink or SWIN Podcast, you'll hear about how Google is a leader of search, constantly evolving its algorithms and capabilities from Christine from True Fit Marketing. From Google Maps, Google Search, Google My Business and beyond, Google is always bringing new things to the table for businesses to use. Don't sit back and wait when it comes to Google products. Use them as much as you can! Learn more about Google and other business social tips on Episode 7 of the Sink or SWIN Podcast with Scott Swinchock. Available now on our YouTube: https://lnkd.in/exaFQdC4

What are some social media gimmicks that get you as a viewer every time? Christine Cox, M.S. and Danielle Nichole from True Fit Marketing discuss a few examples that get their attention every time they are posted. Sometimes the gimmicks work, sometimes they get stale! But the bottom line is they are getting attention. Should every business do this? No way! But this question prompted further discussion in Episode 7 of the Sink or SWIN Podcast. Watch, Listen, Subscribe: https://lnkd.in/exaFQdC4

Should a business show their personal side on social media? According to Danielle Nichole from True Fit Marketing, she says yes. Listen why she thinks this way on the latest episode of the Sink or SWIN Podcast with Scott Swinchock. Catch this episode and more on our YouTube channel: https://lnkd.in/exaFQdC4