Description
In this episode, we welcome Beth Hendler-Grunt, founder of Next Great Step. Finding a first job as a new college grad can be difficult. Beth’s process teaches kids the skills they need to stand out, and teaches parents how to help their kids launch. The first job is a key piece of the financial journey for both kids and parents, as parents exit the college burden and ramp up retirement planning.
We sat down with Dr. Shay Harris-Pierre, a certified Financial Therapist and consultant with a Master’s degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. Dr. Shay’s work focuses on supporting advisors in strengthening their relationships with their clients...
Published 11/18/24
Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth,...
Published 10/24/24