Mar 29, 2022
We're joined by CFP Professional, Certified Divorce Financial Analyst, and Registered Life Planner Chris Chen from Insight Financial Strategists. He shares with us his journey from the technology field to working with financial planning clients at the intersection of divorce financial planning and...
Mar 22, 2022
Brad speaks with Author/Business Owner/Former NFL Player, Jed Collins, CFP®.
Jed discusses his path from NFL to CFP®. He delves into how his eight-year career as a professional football player ignited his passion for teaching other athletes and students about personal finance. He reveals what Rookie camp taught him...
Mar 15, 2022
In this episode, we're joined by Long-Term Care planning thought leader, Harley Gordon. Harley is the creator of the CLTC (Certified in Long-Term Care) designation, a founding member of NAELA (National Academy of Elder Law Attorneys), and author of the book The Conversation. He shares with us best practices in...
Mar 8, 2022
In this episode, we're joined by author and CNBC and Investment News journalist Deborah Nason. Deb shares with us how she finds sources for her personal finance articles, her thoughts on the financial advise industry, and why she wrote the book, "The People's Guide to Finding the Right Financial Advisor: Demystifying...