Archived Episodes
Are You, Your Vision, and Your Values aligned with your money? with Joan Sharp
Are You, Your Vision, and Your Values aligned with your money? Changing the Conversation from money to Vision. Title description Do you talk about your Vision and Values then spend money and time on t...
Changing the Conversation from money to Vision: Are you now funding your 2021 IRA? With J...
Have you thought about funding your IRA in the beginning of the year? Habit seems to be to fund at the end of year or beginning of the new Year. What if you funded your IRA in the beginning of the year and/or prefu...
Are You Afraid to Ask an Advisor Financial Based Questions? with Joan Sharp
Are you nervous to ask Financial Questions to Advisors or those close to you? What is holding you back from asking the questions? We are going to talk about standing up for yourself and asking the questions.
"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 Perhaps you feel guilty to admit you have no savings or maybe you have withdrawn all of your 401k.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...
Everyday Spirituality: Living A Soul Directed Life Every Day with Co-host Nancy Monson
In this initial episode, Nancy and Dr. Pat will explore what it means to live a soul-directed life—every day. We will look at why it matters and how to embark on the journey to live our soul’s full expression each day...