Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify What if you found yourself 20 years ahead of a curve that no one saw coming? Could you imagine what working remotely full-time was 20 years ago? This is precisely where Kim Shepherd was at the turn of 2000. A common theme with this podcast is … Read More
What We Do & How We Can Help
By Paul Fenner, CFP®, ChFC®, CRPS® It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have essential responsibilities like raising multiple children and providing for your family. When you need help, how do you know who to turn to? Who can you rely on to understand your life and guide … Read More
Ep.20 – Brenda Meller – Social Media Pie
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify “Have you filled a bucket today” is a book that I read to my kids growing up about being kind and giving back to others. When it comes to your professional and personal networks and relationships, how much are you giving back? How full is your … Read More
Why I Became A Financial Advisor
By Paul Fenner, CFP®, ChFC®, CRPS® Growing up, I witnessed firsthand the anxiety and distress caused by financial insecurity. Coming from a middle-class background, I knew from an early age that there had to be a better way. Combined with my fascination with the stock market, this planted the seeds for a future career in the finance industry as a … Read More
Ep.20 – Rich Spriggle – A Net-Giver Focused on Helping People “Between Successes”
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify 80% of jobs come from networking. And 80% of those jobs come from a third level connection. A friend of a friend of a friend. Then why is it that 95% of people are not good at networking? Someone who knows a great deal about the … Read More
Ep.19 – Rebecca Maxcy – How to Talk With Your Kids About Money
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Research shows that parents are the most influential factors in their kids’ money life development. What you model to your kids growing up lays the foundation for how they think and treat money into adulthood. So how do you model good financial decision making for your … Read More
Ep.18 – Dennis Mosley Williams – Being the Light for Your Family
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Imagine having a career or business that required you to be on over 150 flights per year. Think about how many missed soccer games or dance rehearsals that may be. Or the strain that it could put on your spouse or partner. Dennis Mosely Williams is … Read More
Ep.17 – Terry Bean – Being Intentional About Your Social Networks
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify No matter if you are in a job transition, looking for a new career, trying to grow your business, or simply wanting to expand your knowledge, networking is a skill that should be in your toolset. But how do you network in the age of CVOID … Read More
Ep.16 – Brian Portnoy – Funded Contentment: Am I Going to Be Okay?
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify No matter the lifestyle, accent, politics, or favorite sports team, everyone I meet wants to take care of their families, remain or get healthy, be generous to others, enjoy their hobbies, and excel at work. All these concerns are connected to the biggest question of all: … Read More
Your 2021 Tax-Preparation Checklist
By Paul Fenner, CFP®, ChFC®, CRPS® With the challenges we’ve faced in the past year, thinking about taxes may not be at the top of your mind. However, being well-prepared for tax season can help you alleviate stress and focus on what you love. To ensure a smooth tax-filing experience, we have created a comprehensive 2021 Tax-Preparation Checklist to help … Read More
