Episodes
Ellis Baum of Tiger Investment Services
Published 11/13/24
Episode 219: When Disaster Strikes Kelly Cartier of Cartier Financial
Published 10/25/24
Published 10/25/24
Episode 218: Financial Peace of Mind Cristen Morgan of Lake Norman Financial Group
Published 10/09/24
Episode 206: Owning Your Situation Lisa Werner of Marketplace Financial Group, LLC
Published 09/30/24
Deanna Spear of Wernick Spear Wealth Managers
Published 08/28/24
Mike Przewlocki of Przewlocki Horvath
Published 08/07/24
Tatum Baxter and Alan Schiess of Cambridge Investment Research
Published 08/06/24
Steve Howard of OL Advisors
Published 07/02/24
Shari Rash of Greenway Wealth Advisory
Published 06/19/24
Mike Schuster of Schuster Anderson Wealth Advisors
Published 06/05/24
Regina Quirk of Strategic Financial Services
Published 05/22/24
Episode 208: Living by Your Core Values Kay Black and Morae Metcalf of Cambridge
Published 05/08/24
Episode 207: It’s Okay to Be You Traci Shughart of Premier Wealth Management
Published 04/24/24
Episode 205: Turning Tragedy into Opportunity Danielle Howard of Wealth by Design, LLC
Published 03/27/24
Lane Clevenger of Clevenger Financial
Published 03/13/24
Jen Schaefer of Capital Advisors
Published 02/28/24
Episode 202: Discovering Your “Aha” Moment Anthony Bartlett of Bartlett Wealth Management
Published 02/13/24
Episode 201: Digging Out of Debt Nick Daugherty of FinancialCop LLC
Published 02/01/24
Episode 200: Building Financial Freedom Mahesh Odhrani of Strategic Wealth Design
Published 01/16/24
Episode 199: Remaining Relatable Kristina Paz of Sopris Wealth Advisors
Published 01/04/24
Episode 198: Providing a Financial Game Plan Adam Freeland of Harford Financial Group
Published 12/20/23
Episode 197: Buying Your Time Back Walter Scott of Whelan Scott Asset Management
Published 12/05/23