
Episode 229: The Human Side of Finance
Andi Kang of Crown Wealth Management
16 Apr 202538min

Episode 228: From Toys 'R' Us Stock to Financial Security
Jason Baker of Baker Wealth Management
4 Apr 202538min

Episode 227: Breaking Barriers in Finance
Nathan Young of The Rosselott Financial Group
19 Mars 202534min

Episode 226: The Power of Experience and Allyship
Valarie Vest of Cambridge Investment Research
26 Feb 202532min

Episode 225: A Global Perspective on Finance and Legacy
Tony Diar Bakerli of T2 Global Advisors
7 Feb 202546min

Episode 224: Building Trust, Embracing Technology
David Talley of Talley Financial
24 Jan 202536min

Episode 223: Charting Success in Financial Advising
Max Kosman and Sean Schaeffer of Rosselot Financial Group
9 Jan 202539min

Episode 222: Stories of Rising Stars: Pushing Boundaries
Morae Metcalf and Whitney Pacha of Cambridge
20 Dec 202435min



















