THE SHOW WHERE WE TALK ABOUT FINANCIAL TOPICS YOU CARE ABOUT.
No jargon, only real talk.
Episode 122: 5 Lessons Learned Over the Past Four Years
One of the fun parts of being a financial planner is getting to discuss some of the money moves...
Episode 121: The Relationship You Want with Your Financial Advisor with Dasarte Yarnway
Dasarte Yarnway is the Founder & Managing Director of Berknell Financial Group, an innovative...
Episode 120: 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,...
Episode 119: 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 planner...
Episode 118: 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...
Episode 117: Living a Financially Intentional Life with Naseema McElroy
Naseema is the founder of Financially Intentional, a platform about personal finance and living...
Episode 116: 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...
Episode 115: Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson
As both a tax attorney and CERTIFIED FINANCIAL PLANNER™, Brian provides comprehensive financial...
Episode 114: 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...
Episode 113: Align Your Career With Your Values
One of the fun parts of being a financial planner is getting to discuss some of the money moves...
Episode 112: Time for a Summer Break
Summer is here and with all that is going on in the world I have decided to take a break from the...
Episode 111: 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...
