Jun 28, 2022
We are joined by Cozy Wittman, Education and Partnership Manager at College Inside Track. She speaks nationally about college search and educates families, financial advisors and other professionals who work with families on the college process.
Jun 21, 2022
We’re joined by the leadership of the National FPA, CEO, Patrick Mahoney, 2022 President, Dennis Moore, and 2023 President Elect, James Lee. We get to know the team, their journey, important things that have been happening in the FPA, value propositions and providers that assist FPA chapters and advisors.
Jun 14, 2022
Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management, speaks about the impacts of inflation, Ukraine, and other shockwaves on the economy. He shares his outlook, including his take on interest rates, bonds, the Federal Reserve, and some key take...
Jun 7, 2022
On this episode we speak with cryptocurrency thought leader, former CEO and Co-founder of Onramp Invest, CEO and Co-founder of Turnqey Labs, Tyrone Ross. He shares with us why consumers and financial advisors should be aware of digital assets and how they fit into investment portfolios. He also shares his thoughts on...
May 31, 2022
On this dual episode, we talk to Donna McKeown and learn the current interest rate environment as it relates to mortgages.
Donna’s Phone: 781-775-7172
We then connect with Natalie Wagner Willis, who is a Finologist (money theorist), philosopher, money-wellness coach, and founder of Vital Financials. She is a...