How the Pandemic is Disproportionately Impacting Women
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: The issues women have been facing over the past 18...
31:22
5 Lessons Learned Over the Past Four Years
One of the best parts of launching this podcast is to talk to others about money topics and...
19:14
The Relationship You Want with Your Financial Advisor with Dasarte Yarnway
Dasarte Yarnway is the Founder & Managing Director of Berknell Financial Group, an innovative...
29:56
Diversity and Inclusion in Financial Planning with John Eing
John Eing is a partner and financial advisor at Abacus Wealth Partners. As a financial advisor,...
40:19
Are You Better or Worse off Financially in 2020?
Are You Better or Worse off Financially In 2020? One of the fun parts of being a financial...
15:47
The 5 Big Financial Planning Concerns You're Forgetting as an Entrepreneur with Ariel Ward
Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of 2019, made...
25:35
Living a Financially Intentional Life with Naseema McElroy
Naseema is the founder of Financially Intentional, a platform about personal finance and living...
29:29
What Do I Do After I Max Out my 401k with Ariel Ward
Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of 2019, made...
19:29
Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson
As both a tax attorney and CERTIFIED FINANCIAL PLANNER™, Brian provides comprehensive financial...
34:35
Self-Care & The Pursuit of Peace (of Mind) with Joy Lere
A sought-after clinician, consultant, speaker, and writer, Dr. Joy Lere is a psychologist who...
37:42
Align Your Career With Your Goals
One of the fun parts of being a financial planner is getting to discuss some of the money moves...
23:04
Summer is here and with all that is going on in the world I have decided to take a break from the...
05:56
College Planning for Your Kids with Beth Greulich
This week I sat down again with Beth Greulich, CFP® to talk through how to financially plan for...
34:40
Financial Planning Needs for Women with Wende Headley
This week I sat down again with Wende Headley, CFP® to talk through some financial planning needs...
30:58
Giving Yourself Permission in Your Career with Wende Headley
This week I sat down again with Wende Headley, CFP® to talk about how to align your career with...
39:12
How to Invest Intentionally with Lindsey Woodward
This week I sat down again with Lindsey Woodward, CFP® to talk about how to align your money with...
29:44
How to Handle Employee Stock Options with Laura Morganelli
This week I sat down with Laura Morganelli, CFP® to talk about how to handle employee stock...
24:31
One of the fun parts of being a financial planner is getting to discuss some of the money moves...
23:09
How to Become a Millionaire with Ariel Ward
This week I sat down again with Ariel Ward, CFP® to talk about how to become a millionaire and...
28:39
Planning for Retirement with Roger Whitney
This week I sat down with fellow CFP® Roger Whitney to discuss planning for retirement, some dos...
35:06
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