Archived Episodes
"Financial Wellness Includes Getting a Financial Advisor” Guest Nick Stuller
Many of us have feelings and history surrounding MONEY. Perhaps you feel guilty to admit you have no savings or maybe you have withdrawn all of your 401k. Perhaps you have no idea how to take a first step in invest...
Have goals taken over your vision? Changing the conversation from money to Vision with J...
We will be talking about how goals have become vision. Is retirement a goal or a vision? How do we change our mindset and conversations?