Subscribe: iTunes / Spotify During this episode, Christian Simmons, Certified Educator in Personal Finance and financial writer with Annuity.org answers the following questions: What are some of the best ways to save for retirement? How much does the average person need to save to retire comfortably? What can someone do to catch up for retirement planning? Where will your money go once you are in retirement? What are the biggest expenses to be aware of? How do you handle health care and finding the best Medicare option for yourself in retirement? Christian Simmons is a Certified Educator in Personal Finance and financial…
Author: Marguerita Cheng
Subscribe: iTunes / Spotify In this episode, Josh Thompson, COO of Kordis answers the following questions: What’s the difference between a fractional CFO and a full-time CFO? What does a CFO do that an accountant doesn’t? When is the right time to hire a CFO? How do bookkeeping and accounting work? Why does a business need both? What makes Kordis different from other fractional CFO offerings? Josh Thompson served for 20 years as a military finance and healthcare leader before retiring in the summer of 2022. He’s board certified as a Fellow in the American College of Healthcare Executives and has managed…
Subscribe: iTunes / Spotify In this episode, Isabelle discusses the concept of doing “business for good” and the United Nations 17 Goals for sustainable development to build an inclusive and resilient future for people and the planet. Isabelle will answer the following questions: How to become a consultant/coach/freelancer with limited financial risks? What she has learned about entrepreneurs starting a business in her work as a consultant? How to create a business that can have impact at the same time and feel a sense of purpose? How can we create a mindset of abundance for ourselves? Isabelle Bart is the founder of…
Subscribe: iTunes / Spotify In this episode, Certified Annuity Specialist® Jennifer Schell demystifies annuities and answers the following questions: What are the different types of annuities? How might an annuity fit into a person’s overall retirement plan? Why do you think annuities have become more popular in the last few years? Why should especially women be aware of annuities and their benefits? What should women know about long-term care insurance? Jennifer Schell is a Certified Annuity Specialist® and award-winning writer focused on demystifying annuities and other financial topics. Her expertise has been featured in prominent publications including Yahoo! News and CNET, and…
Subscribe: iTunes / Spotify During this episode, Lawrence answers the following questions: How Important is the Mindset on the Path to Wealth? How to achieve millionaire status while making less than $70,000? How does Tax Planning play an important role in Building Wealth? Why Cash Flow is king? What strategies can help boost your retirement income today?. Lawrence Delva-Gonzalez is the owner of The Neighborhood Finance Guy, sharing tips on Budgeting, Cash Flow, Investing, and Building Wealth. Along with his wife, he proved that it’s possible to go from zero assets and over $120,000 of student loan debt to millionaires in less…
Subscribe: iTunes / Spotify In this episode, Joy addresses the following questions: Why longevity and why caregiving never ends. Why younger and older caregivers require different planning. How to start a dialogue with Boomer parents. What exactly is Aging in place? Why caregiving is different for solo agers Joy Loverde has a reputation for being a path carver and visionary. She is a keynote speaker, consultant, and author of the best-seller The Complete Eldercare Planner and Who Will Take Care of Me When I’m Old? She has been quoted in the Wall Street Journal, TIME, Money, New York Times, and Psychology Today among…
Subscribe: iTunes / Spotify In this episode, Tony shares insights from his newest book: “The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money. He address the following questions: Why is mindset important to how we think about money? Why is it important to empower people rather than telling them what to do? Why are weekly actions items helpful? How can we know what information is useful? Why should someone think about their goals before they think about a product? Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, podcaster, and award winning author.…
Subscribe: iTunes / Spotify In this episode, Amy Salo, CFP®, CAP®, CExP™ Managing Partner, General Agent, Registered Principal with Forest Hills Financial Group shares her passion for the financial services industry, the people she serves, and the potential for her team of advisors and clients to ensure the next generation lives better than the last. She answers the following questions: Why are women needed in this industry? Why is this a great opportunity for women? What skills are needed to succeed as a financial advisor? How does the compensation work? Do you have any tips for working in a male dominated world?…
Subscribe: iTunes / Spotify In this episode, Yamilca Rodriguez, the CEO and Founder of Bespoke Branding, shares her expertise as a “Brand Therapist” and answers the following questions: What is the most crucial aspect of building a strong personal brand? How can individuals identify their unique personal brand and differentiate themselves from others in their field?3.What role do social media and online presence play in personal branding in an ever-evolving digital landscape? How can professionals maintain authenticity while still presenting a polished personal brand? Tell us about your Book Brand Therapist? What common mistakes or misconceptions do people make when building their…
Subscribe: iTunes / Spotify Dr. Victoria Tillson Evans is the Harvard-educated founder of Distinctive College Consulting. Over the last decade, she has successfully guided hundreds of families from across the world through the often stressful college admissions process, taking a highly personalized approach that leverages her experience as a faculty member at Elon University, Middlebury College, and Harvard University. She is also an author of Stairway to College Heaven: The Most Readable College Guide on Earth, and has provided her expertise in several national media outlets, including The Atlantic, US News and World Report, and Fox News. To learn more about Dr.…
Subscribe: iTunes / Spotify In this episode, Allison Youngblood with Bottomline Savings addresses the following: Allison Youngblood is a highly experienced consultant and advisor with over 20 years of leadership experience. Her expertise lies in assisting businesses and individuals in improving their profitability, expanding their revenues, and identifying resources for reinvestment. With her extensive background, she can offer valuable guidance and support to those seeking to improve their business or personal endeavors. Her dedication to becoming an expert on the Employee Retention Credit(ERC) shows her commitment to staying current with relevant developments in the business landscape. When not advising business owners on…
Subscribe: iTunes / Spotify In this episode, we discuss John’s personal & professional journey and the genesis for his business Connected Consultants, LLC. John also discusses the importance of understanding your business DNA because your best working style is being your authentic self John Morgan , Founder & Managing Partner of Connected Consultants, LLC. After 17 years as an Independent OSJ Advisor at JP Morgan Financial Partners, John realized his calling: Making connections. In his own words, he loves “connecting with amazing people, connecting them to other amazing people, and connecting them all to the tools and services they need to make their…