Sep 17, 2025
Finding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP®
Kathleen and Brad speak with Monarch Money’s Head of Advice and Planning, Rachel Lawrence, CFP®. With more than 20 years of experience working both directly with clients as a financial planner and as a consultant in the FinTech space, Rachel...
Sep 2, 2025
Risk Management with Scott Heinila, CEO of Optimized
Insurance
Hosts Brad Wright and Michael Connaughton are joined by Optimized
Insurance CEO, Scott
Heinila.
After graduating from California State University Long Beach
(CSULB) with a Finance degree,
Scott began his insurance career in 2001, dedicating his
time...