We appreciate you spending your time with us and hope you’ve gained some valuable insights and takeaways that can help your business and everyday lives. While we’ve released new episodes every two weeks for several years, we are currently taking a break to focus on future episodes. We hope to come back with renewed energy and insight. Thank you for your support!
The Value of Work-Life Harmony, Cultivating a Feedback Culture, and Working Toward Holistic Planning
Mary Huntley of Cambium Wealth and Legacy Strategies talks about her firm's evolution from being investment centric to being planning… Read More...
PodcastDoing Things Differently, Teachable Moments, and the Need for Nice
Eric Lansford of Sound Financial Investments discusses his client-centric approach, thinking big picture, and why a comprehensive strategy makes client… Read More...
PodcastMindset Shifts, Thinking Beyond Transactions, and Prioritizing What Matters
Neel Shah of Beacon Wealth Solutions discusses executing the tough pivot from law firm to IRA, unique outlook on clients,… Read More...
PodcastEngaging in a Client-Centered Discovery Process with Trey Nelson
Steve Atkinson talks with Trey Nelson of Collective Wealth Advisors about what stepping back to reflect on your practice can… Read More...
PodcastMulti-Generational Planning and Community Building with Akemi Dalvi
Akemi Dalvi of Kondo Wealth Advisors talks about her practice’s evolution into a generational planning firm serving the Asian-American community… Read More...
PodcastEvidence Before Theory and Systematic Investing with Larry Swedroe
Steve Atkinson connects with Larry Swedroe, who shares his story and what he’s learned about following the evidence and taking… Read More...
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