Episode 205: Turning Tragedy into Opportunity Danielle Howard of Wealth by Design, LLC
Mar 27, 2024•45 min•Ep. 206
Lane Clevenger of Clevenger Financial
Mar 13, 2024•32 min•Ep. 205
Jen Schaefer of Capital Advisors
Feb 28, 2024•35 min•Ep. 204
Episode 202: Discovering Your “Aha” Moment Anthony Bartlett of Bartlett Wealth Management
Feb 13, 2024•40 min•Ep. 203
Episode 201: Digging Out of Debt Nick Daugherty of FinancialCop LLC
Feb 01, 2024•26 min•Ep. 202
Episode 200: Building Financial Freedom Mahesh Odhrani of Strategic Wealth Design
Jan 16, 2024•34 min•Ep. 201
Episode 199: Remaining Relatable Kristina Paz of Sopris Wealth Advisors
Jan 04, 2024•30 min•Ep. 200
Episode 198: Providing a Financial Game Plan Adam Freeland of Harford Financial Group
Dec 20, 2023•40 min•Ep. 199
Episode 197: Buying Your Time Back Walter Scott of Whelan Scott Asset Management
Dec 05, 2023•28 min•Ep. 198
Episode 196: Journey to Independence Lucila Williams of Lotus Financial Partners
Nov 22, 2023•37 min•Ep. 197
Episode 195: Be The Change Rob Young of Blue Dot Wealth Management
Nov 10, 2023•33 min•Ep. 196
Episode 194: Establishing Your Balancing Act Steve Nearman of Nearman Financial Consulting
Oct 24, 2023•26 min•Ep. 195
Episode 193: Starting the Conversation With Empathy Debbie Ash of Ashbridge Financial Solutions
Oct 23, 2023•30 min•Ep. 194
Episode 192: It Begins With a Foundation Divam Mehta of Mehta Financial Group
Sep 12, 2023•21 min•Ep. 193
Episode 191: Independence Doesn’t Mean Being Alone April Booth of TAG Advisors
Aug 29, 2023•46 min•Ep. 192
Episode 190: The Heart of the Industry Jamie Blakley of Successful Financial Strategies
Aug 14, 2023•39 min•Ep. 191
Episode 189: Creating Honest Conversations Dan Karlsberg of Freedom Trail Wealth at Dove Mountain
Aug 01, 2023•34 min•Ep. 190
Episode 188: Finding Strength in Each Other Kristin Michel Rodriguez of Symphony Financial
Jul 18, 2023•32 min•Ep. 189
Episode 187: Finding Your Financial Teammate Carolyn Rowland of Resilient Wealth Planning
Jul 14, 2023•30 min•Ep. 188
Episode 186: A Service Mindset Jim Wessels of Vision Financial Group
Jul 05, 2023•49 min•Ep. 187
Episode 185: Opening Your Heart and Mind Fran Toler of Toler Financial Group
Jun 20, 2023•45 min•Ep. 186
Episode 184: Leading a Work-optional Lifestyle Victor Gaxiola of TechGirl Financial
May 23, 2023•43 min•Ep. 185
Episode 183: See the People Chris Janota of Envoy Wealth Management
May 19, 2023•41 min•Ep. 184
Episode 182: Planning for Your Dreams Lena Rizkallah of Conte Wealth Advisors
Apr 25, 2023•35 min•Ep. 183
Episode 181: The Power of Choice Chris Raup of Ascend Wealth Consulting
Apr 12, 2023•45 min•Ep. 182
Episode 180: Persistence and Patience Chris Marovich of Retirement Design Group
Mar 27, 2023•42 min•Ep. 181
Episode 179: One Size Never Fits All Tom Stephens of Smart Capital Management
Mar 13, 2023•20 min•Ep. 180
Episode 178: Using My Voice for Good Judi Griffin of Griffin Financial Services Group
Feb 27, 2023•35 min•Ep. 179
Episode 177: Thinking Out-of-the Box Melissa Reaktenwalt
Feb 13, 2023•45 min•Ep. 178
Episode 176: A Balancing Act Steven Lathrop
Jan 30, 2023•25 min•Ep. 177