Host Mark Riepe is joined by Senior Wealth Advisor Stephanie Shadel to explain holistic wealth management and the importance of understanding clients' personal histories and preferences.
Published 11/11/24
Mark Riepe is joined by Michael Townsend to discuss the cognitive and emotional biases that influence political decision-making and unpack the gap between campaign promises and legislative realities.
Published 10/28/24
Austin Jarvis joins Mark Riepe to discuss succession planning for business owners and the unique challenges faced when keeping a business in the family or selling to a third party.
Published 10/14/24