by GeorgeG | Sep 7, 2021 | Podcast
Investing your 401(k) with Renee Pastor We talked about self-directed brokerage accounts in 401(k) plans, the pro’s and con’s of these accounts, and how to find out if it’s an option for you with Renee Pastor, Founder and Wealth Manager! Listen to us On...
by GeorgeG | Sep 7, 2021 | Podcast
Change Management with Nadya Zhexembayeva We talked about why some systems and companies collapse while others sustain, how the future’s already here but it’s unevenly distributed, what org’s can do to position themselves for success, and how to get started! Listen to...
by GeorgeG | Sep 6, 2021 | Podcast
Building Culture with David Friedman We talked about the role standards play in culture, why letting it sort itself out is a dangerous strategy, how having a great culture is easier than you think, and how to get started! Listen to us On...
by GeorgeG | Sep 6, 2021 | Podcast
Clearing Negative Beliefs with Mary Schneider We talked about how and why humans carry past traumas through our entire lives, how it’s possible to rewrite our histories and move on to a better future, and how to get started! Listen to us On...
by GeorgeG | Sep 5, 2021 | Podcast
Financial Advocating with Gil Baumgarten We talked about the differences between financial professionals, how technology and innovation is changing financial advice, and how to think about and evaluate investment opportunities! Listen to us On...
by GeorgeG | Sep 4, 2021 | Podcast
Profit First with Tracy Jepson We talked about the importance of being engaged with your professional advisors, the perils of commingling business and personal funds, creating intentional profitability, and meeting people where they are! Listen to us On...
