The Psychology of Financial Planning with Dr. Brad Klontz
An expert in financial psychology, financial planning, and applied behavioral finance, Dr. Brad Klontz dives into risk tolerance, financial literacy, and the importance of having knowledge in the psyc...
13 Heinä 202249min
Innovation & Process Alignment in the Wealth Management Industry with Craig Iskowitz
On today's podcast, we are joined by Craig Iskowitz, an innovative CEO & Founder, podcast host, blogger and leader in wealth technology.Craig discusses changes and innovations in technology, how it ha...
6 Heinä 202238min
Raising The Next Generation of Financial Advisors with Nathan Harness
Dr. Nathan Harness, CFP® and Director of Financial Planning at Financial Planning Program Texas A&M University, joins Matt Reiner on this episode of Bridging the Gap to discuss the "new breed" of advi...
29 Kesä 202241min
Embracing the FIRE Movement with Chris Mamula
Our episode of Bridging The Gap this week is F.I.R.E.! Chris Mamula is a 41-year-old retiree who joins me to share his story of saving early in order to retire early so that he could enjoy doing more ...
15 Kesä 202231min
Helping Women Navigate the Financial Industry with Debra Morrison
After a visit to the New York Stock Exchange, Debra Morrison, CFP®, MS, AEP, CertLGBTBE, knew that she wanted to take part in the excitement of our industry. At the age of 21, Debra started her career...
1 Kesä 202238min
The Power of Financial Literacy with David Mulonas
Corporate IT Product Manager with a passion for finance, David Mulonas joins Matt on this episode of Bridging the Gap. He shares how he helps people with their personal finances, his unique perspectiv...
18 Touko 202229min
Enjoying Your Financial Journey with Joe Saul-Sehy
In this episode, Joe Saul-Sehy, host of the Stacking Benjamins podcast, joins Bridging the Gap to discuss his thoughts about the FIRE movement, how he works with his clients to analyze and understand ...
4 Touko 202248min
Getting the Most Out of Your CRM with Jennifer Thomas
Jennifer Thomas, Director of Business Development for XLR8, joins us on this edition of Bridging the Gap, and she shares how we can get the most out of our technology rolodex otherwise known as our CR...
20 Huhti 202221min
