Apr 16, 2024
Sharing a Passion for Personal Finance Through Writing with Kate Dore, CFP®
On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to discover a passion for personal finance and eventually pursuing the Certified...
Apr 9, 2024
On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with over the years, but you may not know about what she’s up to now....
Apr 2, 2024
"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching,...
Mar 27, 2024
Saving Money on Prescription Drug Costs with Patricia Prewitt
According to a 2022 study, Americans pay higher prices for prescription drugs than any other country in the world, with prescription drug prices here in the U.S. more than 2.5 times as high as those in other high-income nations. As a result, 1 out of every 3...
Mar 20, 2024
AJ Boury Hosts Brad Wright and Chris Boyd are joined by
TIFIN Wealth COO AJ Boury. They discuss:
* The AI and innovation platform for wealth that was founded by
former Wharton
Professor and successful entrepreneur Dr. Vinay Nair
* How FPA members who manage under $100M in AUM can access the
TIFIN Wealth
platform for...