Extended Care Planning with Kelly Augspurger Extended care planning isn't the most fun thing to think about. Kelly Augspurger talks about how to have the conversation with loved ones! About the EpisodeWe focused on the ins and outs of extended care planning, reframing...

How Do You Feel About Money with Wendy Wright How do you feel about money? How would you like to feel? Wendy Wright shares her perspective on answering these questions! About the EpisodeWe focused on asking and answering “how do you feel about money,” what financial...

How Much is Enough with Peter Lazaroff Have you ever stopped to ask yourself, "how much is enough?" Peter Lazaroff shares his perspective on why and how to ask! About the EpisodeWe focused on determining how much is enough, how our preferences and identities change...

Know Your Client with Frank Rekas When you know your client, life and business get easier. Frank Rekas talks about how to market and sell yourself effectively!  About the EpisodeWe focused on how and why to know your client, effective marketing and sales, the...

Impact Investing with Chris Meyer Impact investing and shareholder advocacy are powerful tools. Chris Meyer talks about how it's done and how you can participate! About the EpisodeWe focused on impact investing through shareholder advocacy, the special rights and...

Efficient and Optimal Investing with Mark Hebner Efficient and optimal investing is easier, and less expensive than many people think. Mark Hebner wrote the book on it and shares his perspective! About the EpisodeWe focused on efficient and optimal investing, the...

How Much is Enough with Spencer Sherman When it comes to money, how much is enough? Spencer Sherman talks about how to feel good about where you are, while working to improve!About the EpisodeWe focused on how to figure out how much is enough when it comes to money...

Better Financial Decisions with Brian Haney Making better financial decisions will position you for better outcomes. Brian Haney talks about developing processes for doing what matters most! About the EpisodeWe focused on how to make better financial decisions, the...