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Plain-English articles, podcast episodes, and audio digests about money — how to protect it, get out of debt, and grow it. Written for real families, not Wall Street.
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All 211 entries are filed across these five categories.
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The Daily Insider - Wednesday, September 9, 2026
The Daily Insider Wednesday, September 9, 2026 Last 24 Hours Oil is the story that moved everything else. On Tuesday, September 8, military strikes on Iranian oil tankers combined with Houthi attacks...
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Your Client Asked for a Rider Last Month. Where Is It?
Riders get lost in spreadsheets and forgotten in email threads. Meanwhile, your client stays unprotected against the exact risk they asked you to cover.
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Inflation and Taxes Are Quietly Eroding Your Savings. Here's What's Happening (and What to Do)
Most savings accounts lose money in real terms once you factor in inflation and taxes. Here's why it happens, and the strategy to actually protect and grow your wealth.
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The Daily Insider - Tuesday, September 8, 2026
The Daily Insider Tuesday, September 8, 2026 Last 24 Hours Markets came back from the long Labor Day weekend in a cautious crouch. Dow futures pointed modestly lower early Tuesday, and the reason was...
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The Daily Insider - Monday, September 7, 2026
The Daily Insider Monday, September 7, 2026 Last 24 Hours The August jobs report landed Friday like a thunderclap, and it changed the whole conversation heading into next week. Nonfarm payrolls blew p...
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The Year Your Spreadsheet Becomes Your Bottleneck
I watched great agents lose deals because spreadsheets were eating their time. Here's how to know when you've outgrown yours, and what comes next.
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When Your Insurance Stops Matching Your Life
Your life has changed since you bought that policy. Here's how to know if your coverage still fits, and what to do if it doesn't.
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The Daily Insider - Sunday, September 6, 2026
The Daily Insider Sunday, September 6, 2026 Last 24 Hours The August jobs report landed like a thunderclap on Friday. U.S. employers added 162,000 jobs, according to the Bureau of Labor Statistics rel...
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The Daily Insider - Saturday, September 5, 2026
The Daily Insider Saturday, September 5, 2026 Last 24 Hours Friday handed us the kind of jobs report that rearranges everyone's fall calendar. Nonfarm payrolls grew 162,000 in August, more than triple...
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Spot Life Changes Before Your Clients Ever Mention Them
Activity history is a trail of clues about your clients' lives. Learn to read it, and you'll see what's changing before they mention it.
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The Daily Insider - Friday, September 4, 2026
The Daily Insider Friday, September 4, 2026 Last 24 Hours The number that landed at 8:30 this morning was ugly, and everybody felt it at once. The Bureau of Labor Statistics said the economy added jus...
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The Daily Insider - Thursday, September 3, 2026
The Daily Insider Thursday, September 3, 2026 Last 24 Hours The labor market blinked first. The ADP National Employment Report, released Wednesday, showed private employers added just 38,000 jobs in A...
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Term vs Permanent Life Insurance by Age: Which Makes Sense for You
Comparing term and permanent life insurance by age group. A plain guide to help Georgia families choose the right type of life insurance at 25, 35, 45, or 55.
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529 vs. Roth IRA vs. IUL: A Friend's Guide for Georgia Families
A plain-English guide to saving for college in Georgia: 529 plans, Roth IRAs, and IUL compared. How each one works, the FAFSA impact, and which combination most families end up choosing.
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A Friend's Guide to Life Insurance and Family Planning
Plain-English guides on life insurance, college savings, FAFSA, and family financial planning. Calculators, comparisons, and answers to the questions families actually ask.
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How Much Life Insurance Do I Need? By Family Profile
Find out how much life insurance you need based on your family profile. Coverage guides for single parents, young couples, families with kids, and more.
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Life Insurance for Georgia Families
A plain-English guide to life insurance for Georgia families. Find out how much you need, what type fits your life, and how to get covered without the runaround.
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How Much Life Insurance Do I Need? Free Calculator
Get an honest number in 60 seconds. No email required to see your result. Free life insurance calculator from Regie Durana, licensed financial professional.
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How Your Debt Changes Your Life Insurance Need
When you die, your debts become your family's problem. That obligation is part of your actual life insurance need, and most families underestimate it.
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Your Client Asked for a Rider Last Month. Where Is It?
Riders get lost in spreadsheets and forgotten in email threads. Meanwhile, your client stays unprotected against the exact risk they asked you to cover.
Read more -
Inflation and Taxes Are Quietly Eroding Your Savings. Here's What's Happening (and What to Do)
Most savings accounts lose money in real terms once you factor in inflation and taxes. Here's why it happens, and the strategy to actually protect and grow your wealth.
Read more -
The Year Your Spreadsheet Becomes Your Bottleneck
I watched great agents lose deals because spreadsheets were eating their time. Here's how to know when you've outgrown yours, and what comes next.
Read more -
When Your Insurance Stops Matching Your Life
Your life has changed since you bought that policy. Here's how to know if your coverage still fits, and what to do if it doesn't.
Read more -
Spot Life Changes Before Your Clients Ever Mention Them
Activity history is a trail of clues about your clients' lives. Learn to read it, and you'll see what's changing before they mention it.
Read more -
One Household Record: Why Your Clients' Protection Depends on It
When a family's coverage is scattered across five records, nobody remembers what they own and nobody catches the gaps. Here's why one household record changes everything.
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How $10 a Day Becomes $100,000: The Math Most Families Miss
Cut $10 from daily spending and invest it consistently. Over 30 years, compound interest turns that small choice into six figures. Here's the math nobody teaches.
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The Coverage Check-In That Separates Good Agents From Great Ones
Coverage check-ins keep clients from falling through the cracks after the sale. Here's how great agents make them systematic, memorable, and part of their core business.
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Term or Permanent Life Insurance: Which One Fits Your Real Life
Most people either skip life insurance entirely or haven't reviewed their coverage in years. Here's how to know whether term or permanent insurance actually fits your family, your budget, and your tim
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You're Financing Backward: Here's Why the Order Actually Matters
Most people invest first and protect last. That's backwards. Here's the four-layer foundation that actually builds wealth and keeps it safe.
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Don't Let Your Protection Plan Get Forgotten
Your protection plan isn't set-it-and-forget-it. But if your advisor forgets to follow up, it becomes exactly that. Here's why follow-up isn't busywork, it's protection.
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The Daily Insider - Wednesday, September 9, 2026
The Daily Insider Wednesday, September 9, 2026 Last 24 Hours Oil is the story that moved everything else. On Tuesday, September 8, military strikes on Iranian oil tankers combined with Houthi attacks...
Read more -
The Daily Insider - Tuesday, September 8, 2026
The Daily Insider Tuesday, September 8, 2026 Last 24 Hours Markets came back from the long Labor Day weekend in a cautious crouch. Dow futures pointed modestly lower early Tuesday, and the reason was...
Read more -
The Daily Insider - Monday, September 7, 2026
The Daily Insider Monday, September 7, 2026 Last 24 Hours The August jobs report landed Friday like a thunderclap, and it changed the whole conversation heading into next week. Nonfarm payrolls blew p...
Read more -
The Daily Insider - Sunday, September 6, 2026
The Daily Insider Sunday, September 6, 2026 Last 24 Hours The August jobs report landed like a thunderclap on Friday. U.S. employers added 162,000 jobs, according to the Bureau of Labor Statistics rel...
Read more -
The Daily Insider - Saturday, September 5, 2026
The Daily Insider Saturday, September 5, 2026 Last 24 Hours Friday handed us the kind of jobs report that rearranges everyone's fall calendar. Nonfarm payrolls grew 162,000 in August, more than triple...
Read more -
The Daily Insider - Friday, September 4, 2026
The Daily Insider Friday, September 4, 2026 Last 24 Hours The number that landed at 8:30 this morning was ugly, and everybody felt it at once. The Bureau of Labor Statistics said the economy added jus...
Read more -
The Daily Insider - Thursday, September 3, 2026
The Daily Insider Thursday, September 3, 2026 Last 24 Hours The labor market blinked first. The ADP National Employment Report, released Wednesday, showed private employers added just 38,000 jobs in A...
Read more -
The Daily Insider - Wednesday, September 2, 2026
The Daily Insider Wednesday, September 2, 2026 Last 24 Hours Oil is the story this morning, and it is loud. Brent crude surged to $94.86 a barrel on Tuesday's close and into Wednesday, up more than 5%...
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The Daily Insider - Tuesday, September 1, 2026
The Daily Insider Tuesday, September 1, 2026 Last 24 Hours September did not arrive quietly. Equity futures opened the month deep in the red, with Dow futures shedding 240 points, roughly half a perce...
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The Daily Insider - Monday, August 31, 2026
The Daily Insider Monday, August 31, 2026 Last 24 Hours Markets opened the first week of September cautiously, and the caution is earned. U.S. equities edged into Monday on the back of two forces pull...
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The Daily Insider - Sunday, August 30, 2026
The Daily Insider Sunday, August 30, 2026 Last 24 Hours Fed Chair Kevin Warsh walked up to the microphone at Jackson Hole on Friday and put a September rate hike back on the table. CNBC and The Washin...
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The Daily Insider - Saturday, August 29, 2026
The Daily Insider Saturday, August 29, 2026 Last 24 Hours The Fed changed the weather this weekend, and every agent with a rate-sensitive client just felt the temperature drop. Kevin Warsh delivered h...
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We Built an App in a Week
Episode 12: Quipp: From a Blank Folder to TestFlight in 72 Hours, AI as Personal Assistant: 246 Leads, a Friend's Resume, Install-Evaluate-Remove in 15 Minutes, Campaign Video Funnel: v7 Through v15, 12 Rounds to FINAL, Karaoke Captions Live
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The Operating System Week
Episode 11: Building a Personal Operating System from 11 Personality Tests, Mary Learns to Read the Room
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Process Beats Perseverance, A Field-Identity Deep Dive
A long-form deep dive built from 11 personality assessments, 18 years of operations, 11 years of license, and a stack of mentors who already solved this. The system that replaces the self when motivation does not show up.
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Part 5: Education is the business
Part 5 of the Reconnection series, and the close. Education is the business, the product is the tool, the lesson is the sale. The mentor stack, the IT to financial services transformation, and the philosophy behind eleven years of practice.
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Part 4: Business systems for your psychological hardware
Part 4 of the Reconnection series. Building a business operating system tuned to your actual personality. Accountability stacks, daily rhythms, and scripts for the warm market you have been avoiding.
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Part 3: Ending the shame of sales calls
Part 3 of the Reconnection series. What the research says about reconnecting with people you have not talked to in years, how shame keeps producers from picking up the phone, and scripts that work for introverts selling life insurance.
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Part 2: Why Old Friends Welcome Your Call
Part 2 of the Reconnection series. A 42-minute deep dive on the mental game, scripts for dormant ties, warm market, and hot market, compliance for texts and calls, and a daily system designed for introverts and systems thinkers, not hustle culture.
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Part 1: The Science of Reconnecting With Old Contacts
Part 1 of the Reconnection series. Two hosts dig into the research behind reaching back out to people you have not spoken to in years. Why dormant ties often lead to the best opportunities, and why the awkwardness is mostly in your head.
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The Agency Rewire
Episode 7: The Agency Pivot, The Persona Layer Rebuild, The Workflow SOP Discipline Reset
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Episode 6: Everyone Gets a Bot
Round Table shipped a client bot platform with zero AI cost, squashed 10+ iOS bugs in 5 days, and learned the hard way what happens when AI bots go silent at 2 AM. Three stories about why infrastructure matters more than features.
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Online Learning: Final Expense Sales Presentation
Cody Askins interviews David Duford on the most effective strategies for selling final expense insurance. Covers rapport building, pre-qualifying prospects, handling budget objections, and becoming a specialized consultant.
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Online Learning: Perplexity AI for Business (Part 2)
How to use Perplexity, best use cases, real examples, reasons to pay for the Max account, workflow impact, and cost breakdown.
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Written by Regie Durana
Licensed Insurance Professional · GA #3054869 · verify license
Born in the Philippines, 8 years in legal IT before joining financial services in 2015. Explaining money the way a friend would, because nobody taught us this in school.