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Episode | Date |
---|---|
What is Mindfulness?
|
May 11, 2023 |
Who Wants to be a Millionaire? The traits, habits and behavior’s of the self made wealthy.
|
Apr 27, 2023 |
Did I Miss It? How higher rates will affect real estate markets
|
Feb 20, 2023 |
Time Management: Take control of your calendar and get more done
|
Jan 24, 2023 |
2022 Recap
|
Jan 05, 2023 |
Why Making Financial Decisions Can Be Hard
|
Dec 16, 2022 |
Elections, FTX Collapse and Inflation’s Affect on The Holidays
|
Nov 29, 2022 |
Money and Emotions: Why is talking about money so hard?
|
Jun 30, 2022 |
Special Needs Planning
|
Jun 02, 2022 |
Money and Meaning: Attaching purpose to planning and investing.
|
Apr 07, 2022 |
Self Directed IRA’s: I didn’t know I could do that
|
Mar 03, 2022 |
Mom and Dad Need to Move - HELP!
|
Feb 10, 2022 |
Long Term Care: The Conversation No One Is Having
|
Jan 27, 2022 |
Season 1: A Mindful Recap
|
Mar 11, 2021 |
Beat the Scammers - Protecting Against Identity Theft
|
Feb 18, 2021 |
Understanding Your Options - Equity Comp 101
|
Feb 11, 2021 |
Giving to charity: putting your money to work in the community
|
Jan 28, 2021 |
What’s My Rate? Demystifying mortgage financing
|
Jan 21, 2021 |
Real Estate Investing 101
|
Jan 14, 2021 |
Retiring in a community that cares for you
|
Jan 07, 2021 |
Funding College - to 529 or not?
|
Dec 31, 2020 |
Retirement Options for Entrepreneurs and Small Businesses
|
Dec 24, 2020 |
Making Sense of Your 401K
|
Dec 17, 2020 |
Prepping for End of Life and Your Legacy
|
Dec 10, 2020 |
Estate Planning for Families With Kids
|
Dec 03, 2020 |
Intro to Jim and Dan
|
Nov 18, 2020 |