Aug 26, 2025
Stephen Schweich
Host Michael Connaughton is joined by Stephen Schweich.
Stephen is Chairman of the Cherrystone Angel Group and held a 30
year
career in Investment Banking. Stephen has been an active investor
in
venture capital and private companies in Europe and the USA for
nearly 20
years and has served on the boards...
Aug 19, 2025
Paw-sitive Planning: Estate Planning for Your Pets – with Liza Connelly
Kathleen speaks with Liza Connelly, director of trust and estate services for CIBC Private Wealth. Liza has more than 25 years of trust, estate and fiduciary experience, but this isn’t your usual conversation about estate planning – we talk...
Aug 12, 2025
From Confused to Confident: Helping Families Navigate Aging with Parker Polidor
Kathleen and Kevin speak with Parker Polidor, co-founder of CareAlly.
CareAlly is a turnkey software solution that financial advisors can use to help clients and families navigate the financial and health related questions brought on by...
Aug 5, 2025
Kathleen and Brad speak with freelance journalist, keynote speaker, and nutrition educator Reyna Gobel. Reyna is a nationally recognized expert in college funding, student loans, and financial wellness who brings a unique background in journalism, education and nutrition to conversations about money, health...