
Episode 164: The Plan Comes First
Episode 164: The Plan Comes First Joel Arsenault of PlanFirst., LLC
29 Aug 202233min

Episode 163: A Noble Profession
Episode 163: A Noble Profession Brandon Plattner of Plattner Asset Management
15 Aug 202235min

Episode 162: Taking ’The Next Step’
Episode 162: Taking 'The Next Step' BJ Carter and Drew Jauron of Cambridge
1 Aug 202234min

Episode 161: Charting a Course for Young Professionals
Episode 161: Charting a Course for Young Professionals Andrea Shafer of Cambridge
18 Jul 202236min

Episode 160: Finding The Perfect Fit
Episode 160: Finding The Perfect Fit Mark Trice of ClearVista Financial
14 Jul 202235min

Episode 159: Keeping Your Harvest in Mind
Episode 159: Keeping Your Harvest in Mind Megan Bynum of Harvest Wealth Group
20 Jun 202232min

Episode 158: You Deserve To Be Here
Episode 158: You Deserve To Be Here Peter Bacchiocchi of G9 Financial and Peggy Haslach of Finity Group
6 Jun 202237min

Episode 157: A 3D View of Social Investing
Episode 157: A 3D View of Social Investing Richard Torgerson of SharePower Responsible Investing
23 Mai 202228min



















