Jul 29, 2025
5 to 9 Things You Don’t Know About 529 Plans with Chris Stack
Hosts Brad Wright and Kevin Williams are joined by attorney and
consultant, Chris Stack.
-Chris is managing consultant, Savingforcollege.com, is a
nationally recognized 529
authority and experienced in educational finance. An attorney for
over 30 years,...
Jul 22, 2025
Breaking Money Silence with Kathleen Burns Kingsbury
Kathleen and Kevin speak with money psychology expert Kathleen Burns Kingsbury. Kathleen is the founder of KBK Wealth Connection and a leading voice on women and money and breaking through emotional barriers that get in the way of productive money conversations. We...
Jul 16, 2025
Navigating Egos and Emotions During the College Planning Process – With Jack Wang
Hosts Kathleen Kenealy and Michael Connaughton speak with Jack Wang, a nationally recognized college funding expert who helps families answer two critical questions: how to lower the cost of college and how to pay for it without...
Jul 11, 2025
The Human Side of Wealth: Navigating Family Dynamics – with Emily Bouchard
Kathleen and Brad speak with Emily Bouchard, founder of Bouchard Bespoke Consulting.
Emily is a Chief Learning Officer and Family Dynamics Advisor for Family Offices and Financial Advisory Firms, working alongside financial advisors, estate...
Jul 3, 2025
Bringing the Human Element Back to Human Resources – with Angela Sarver
Hosts Kathleen Kenealy and Kevin Williams are joined by Angela Sarver, founder of EllieBlu HR Consulting. Angela is a human resources expert who specializes in consulting with independent financial advisors. Angela is on a mission to bring the...