millionaire

Episode 106: 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 some of the small steps you can be taking now to help you down the road. Ariel Ward, CFP® joi...
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Episode 105: Managing the Unprecedented

One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In th...

Episode 104: Rocking Retirement with Roger Whitney

This week I sat down with fellow CFP® Roger Whitney to discuss planning for retirement, some dos and don’ts and baby steps along the way to set you up for success. Roger Whitney, CFP®, C...

Episode 103: Bookkeeping Strategies and Business with Greg Higdon

This week I sat down with bookkeeper, Greg Higdon to discuss the importance of having a bookkeeper and what working with one can do for your business. Greg Higdon is the Founder of Grow the ...