What the Finance - UTMA and Trust Planning for Minors
In this episode of What The Finance, Ali unpacks the differences between saving and investing for children through Custodial Accounts (UTMA) versus trusts. Ali addresses common questions and concerns,...
12 Jun 202415min
Succession Planning for Franchise Owners: An Episode with Casey Robinson (EP. 23)
In this month's episode, Ali is joined by Casey Robinson to discuss the unique considerations and strategies for successful succession planning for franchise owners.
29 Mai 202423min
What the Finance - President Biden's Capital Gains Tax Proposal
In this episode of What The Finance, Samantha unpacks President Biden's proposed changes to capital gains tax rates, shedding light on their potential implications and offering insights for investors ...
8 Mai 202410min
Investment Managers vs. Wealth Managers vs. Family Offices with Mike Krol CFP®, CPA (EP. 22)
On this month's show, Ali is joined by Mike Krol to delve into how the financial services industry has evolved over the years, and explore its implications for individuals seeking financial advisors i...
24 Apr 202431min
What The Finance - Assessing The Need For Accident Insurance
On this episode of What the Finance, Ali shares some personal stories about how accident insurance can play an important role in a family's financial plan.
10 Apr 20247min
From News Anchor to Business Owner: Navigating Career Shifts with Sheila Hyland (EP. 21)
In this month's episode, Ali and guest host Lynne Schultz are joined by Sheila Hyland to explore the specific hurdles women encounter in traditionally male industries, and the essential skills for suc...
27 Mar 202440min
What the Finance - Financial Planning Issues Unique to Women
In this episode of What the Finance, Sam tackles important financial topics that relate specifically to women.
13 Mar 202411min
Preparing for Divorce with Ana Lisa Petrella (EP. 20)
On this month's show, Ali and Sam are joined by Ana Lisa Petrella to discuss key considerations when preparing for divorce proceedings and how to help build a strong financial foundation post-divorce.
28 Feb 202439min
