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Unfiltered and Unstoppable

Unfiltered and Unstoppable

Von: Rob Romesburg
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 Unfiltered & Unstoppable is the podcast for financial services professionals who want real growth and real strategies, without the fluff. Hosted by Rob Romesburg of the Gradient Financial Group, this podcast features unfiltered advice, interviews with experts, and proven strategies for marketing, sales, and more. Are you ready to become unstoppable? *The opinions herein may be from personal experience and may not necessarily be those of the Gradient Financial Group, its employees, or affiliates. Any results, topics, or outcomes are for informational purposes only. Financial Professional Use Only. Connect with the ACE Team! https://www.evolvewithgradient.com/teamace ace@gradientib.com (785) 861-1636 Ökonomie
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  • Ep. 31 | The Retirement Risks Advisors Underestimate — and Why Clients Don’t Act Until It’s Too Late

    Ep. 31 | The Retirement Risks Advisors Underestimate — and Why Clients Don’t Act Until It’s Too Late
    Jan 17 2026
    Why do so many retirement plans look solid on paper but still fail in real life? In this episode of Unfiltered & Unstoppable, Rob Romesburg breaks down the biggest retirement risks advisors consistently underestimate and the real reason clients delay taking action until it’s almost too late. This is a raw conversation about human behavior, blind spots in retirement planning, and the disconnect between what advisors know and what clients actually do. Rob dives into the silent threats that derail retirement outcomes like sequence of returns risk, inflation, longevity, healthcare costs, and behavioral paralysis. More importantly, he explains why clients often ignore these risks even when they understand them and how advisors can change the conversation to drive urgency without fear-based selling. If you work with pre-retirees or retirees and want to improve client engagement, decision-making, and long-term outcomes, this episode is a must-listen.
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  • Ep. 30 | Succession Planning for Advisors: Start Now or Regret Later?

    Ep. 30 | Succession Planning for Advisors: Start Now or Regret Later?
    Jan 10 2026
    Host Rob Romesburg is joined by Tim Brown to break down why succession planning for advisors cannot wait. They explore why succession planning is more than an exit strategy, how it protects clients and team members, and the role it plays in building long-term practice value.
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  • Ep. 29 | Why Beneficiary Forms Fail and the Mistakes That Cost Clients Millions

    Ep. 29 | Why Beneficiary Forms Fail and the Mistakes That Cost Clients Millions
    Jan 3 2026
    Most beneficiary forms are filled out once and never touched again. That is where the real risk lives. In this clip from the Unfiltered & Unstoppable Podcast, we unpack why outdated beneficiary designations are one of the most common estate planning mistakes. Life changes like marriage, divorce, kids, businesses, trusts, and tax laws keep moving forward, but beneficiary forms often stay frozen in time. What was once the right decision can quietly become the wrong one. This conversation is a wake-up call for advisors and clients alike to revisit beneficiary forms before small oversights turn into major financial consequences.
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