Episode 68: The Power of Story in Teaching Investments with Kelly Klingaman

This week I sat down with Regional Director at Dimensional Fund Advisors, Kelly Klingaman on investments. Kelly works with advisors from across the US on investment, messaging, and business ...
READ MORE

Episode 67: The Power of Accountability with Jess Lynch

This week I sat down with Consultant and Wish Route Founder, Jess Lynch. Jess Lynch grew up in the Boston area and has always had a love for business. She went to Babson College as an u'grad...

Episode 66: How to Talk Money with Your Spouse with Ericka Young

Talking about money with your spouse can't always be easy, but it is crucial to your marriage. This week I sat down with Certified Financial Coach, Ericka Young. Ericka is the president and ...

Episode 65: 5 Business Lessons in 5 Years

5 Business Lessons I’ve Learned in 5 Years One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around t...