Episodes
Episode 207: It’s Okay to Be You Traci Shughart of Premier Wealth Management
Published 04/24/24
Published 04/24/24
Episode 206: Owning Your Situation Lisa Werner of Marketplace Financial Group, LLC
Published 04/09/24
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
Episode 196: Journey to Independence Lucila Williams of Lotus Financial Partners
Published 11/22/23
Episode 195: Be The Change Rob Young of Blue Dot Wealth Management
Published 11/10/23
Episode 194: Establishing Your Balancing Act Steve Nearman of Nearman Financial Consulting
Published 10/24/23
Episode 193: Starting the Conversation With Empathy Debbie Ash of Ashbridge Financial Solutions
Published 10/23/23
Episode 192: It Begins With a Foundation Divam Mehta of Mehta Financial Group
Published 09/12/23
Episode 191: Independence Doesn’t Mean Being Alone April Booth of TAG Advisors
Published 08/29/23
Episode 190: The Heart of the Industry Jamie Blakley of Successful Financial Strategies
Published 08/14/23
Episode 189: Creating Honest Conversations Dan Karlsberg of Freedom Trail Wealth at Dove Mountain
Published 08/01/23
Episode 188: Finding Strength in Each Other Kristin Michel Rodriguez of Symphony Financial 
Published 07/18/23
Episode 187: Finding Your Financial Teammate Carolyn Rowland of Resilient Wealth Planning
Published 07/14/23
Episode 186: A Service Mindset Jim Wessels of Vision Financial Group
Published 07/05/23
Episode 185: Opening Your Heart and Mind Fran Toler of Toler Financial Group
Published 06/20/23
Episode 184: Leading a Work-optional Lifestyle Victor Gaxiola of TechGirl Financial
Published 05/23/23