Episodes
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
Episode 183: See the People
Chris Janota of Envoy Wealth Management
Published 05/19/23
Episode 182: Planning for Your Dreams
Lena Rizkallah of Conte Wealth Advisors
Published 04/25/23
Episode 181: The Power of Choice
Chris Raup of Ascend Wealth Consulting
Published 04/12/23
Episode 180: Persistence and Patience
Chris Marovich of Retirement Design Group
Published 03/27/23
Episode 179: One Size Never Fits All
Tom Stephens of Smart Capital Management
Published 03/13/23
Episode 178: Using My Voice for Good
Judi Griffin of Griffin Financial Services Group
Published 02/27/23
Episode 177: Thinking Out-of-the Box
Melissa Reaktenwalt
Published 02/13/23
Episode 176: A Balancing Act
Steven Lathrop
Published 01/30/23
Episode 175: Paying it Backwards
Jeff Vivacqua of Cambridge
Published 01/17/23
Episode 174: The Value of Trust
Kelly Hoff of Hoff Financial Services
Published 01/03/23
Episode 173: Investing Early
John Fuller of Fuller & Company
Published 12/19/22
Episode 172: Forging the Path for Opportunity
Kelly Cartier of Cartier Financial
Published 12/05/22