Have you ever felt like wealth planning is something only “other people” should do? The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you. Instead of feeling overwhelmed by the supposed complexity surrounding financial decisions, a straightforward wealth management plan can bring clarity and … Read More
Ep.43 – Meg Wagner – The Goal Guru: How to Learn to Develop Achievable Goals
Have you ever wondered how to make realistic goals that you could achieve? Maybe a goal guru could help? Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify After making her own career pivot which turned into a career identity crisis, Meg Wagner launched her coaching and consulting practice, The Goal Guru. A firm that … Read More
Ep.42 – Jackie Ghedine & Mimi Bishop – Helping Gen X Women Bridge the Worth Deficit Gap
Jackie Ghedine and Mimi Bishop joined the podcast to share how they help gen X women who are struggling to define themselves personally and professionally. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Did you know that research shows that 92% of people do not keep their new year’s resolutions or goals? What if … Read More
Ep.41 – Carrie Schochet – Having Transparent Conversations In Your Career Search
The modern career search has changed, thanks to workplace flexibility and a tighter labor market. Carrie Schochet joined the podcast to discuss the latest trends in the job market and how you can ace your next career search. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Have you ever seen a purple squirrel? It’s … Read More
Ep.40 – Joe Ferraro – How to Have a Damn Good Conversation
Joe Ferraro joins the podcast to discuss his One Percent Better Strategy and how to have a damn good conversation. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Have you ever wondered what makes a great conversation? How being present, curious, and creative affect the quality of our conversations? Joe Ferraro, a high school … Read More
Ep.39 – Lisa Miller – How to Find Career Clarity
Lisa Miller joined the podcast to give us tips to find career clarity. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Are you struggling with career clarity? The ability to determine what you need or want from your career and how you would go about finding it? Lisa Miller knows first-hand the ups and … Read More
Estate Planning; Details That You Need to Know to Protect Your Family & Assets
Estate planning is one of the most critical aspects of the wealth planning process. It is often an overlooked and disliked topic because it involves death and many subsequent emotional decisions. However, estate planning is essential for protecting your family and having your story told. Estate planning is; Key Documents That Make Up an Estate Plan I prefer to look … Read More
Ep.38 – Dan Pink – How a Side Hustle Turned into the Journey of a Lifetime
In this episode, Dan Pink talks about finding your motivation, figuring out what you’re good at, and combining the two to create success for yourself. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify How does someone become a multi New York Times best-selling author? First, ask yourself, what do you do when no one … Read More
4 Financial Challenges of New Families
One of our specialties is working with new and growing families. Watch this short video where I discuss a case study of one family that was facing 4 common challenges we see all the time. Our team helped this family gain clarity and direction, and created a plan to achieve their goals and objectives. If you’re in this season of … Read More
Ep.37 – Cameron Huddleston – Mom and Dad, We Need to Talk
How to Talk to Your Parents About Finances If you’ve ever wondered how to talk to your parents about finances, this podcast holds some great tips. Have you noticed how organized your parents used to be? Or maybe you see that they have stopped taking care of themselves physically when you see them in-person or via FaceTime or Zoom. If … Read More
