A cashless world

October 31, 2022

Have you noticed that over the years, as technology increases, the amount of spending per consumer has also increased? It’s getting easier and easier to…

Where is your money going?

October 17, 2022

As a financial professional you’ve probably had the discussion with your clients about saving, spending, and financial planning. This episode features Author and Financial Professional…

Find your baseline

July 3, 2022

Tracking your expenses might be one of the most important tasks included in your budgeting routine. You might have clients that tend to struggle with…

The high price of money shame

May 2, 2022

Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…

Find your baseline

January 17, 2022

Tracking your expenses might be one of the most important tasks included in your budgeting routine. You might have clients that tend to struggle with…

A cashless world

January 3, 2022

Have you noticed that over the years, as technology increases, the amount of spending per consumer has also increased? It’s getting easier and easier to…

The high price of money shame

December 1, 2021

Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…

Where is your money going?

November 29, 2021

As a financial professional you’ve probably had the discussion with your clients about saving, spending, and financial planning. This episode features Author and Financial Professional…

The high price of money shame

November 1, 2021

Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…

Simple steps to saving

April 26, 2021

Whether they’re looking to buy a home, start a family, or just live comfortably, saving money is a skill that your clients will need to…

Consumption check: how much are you spending?

February 15, 2021

As a financial professional you’ve probably had the discussion with your clients about saving, spending, and financial planning. This episode features Author and Financial Professional…

Behind the scenes of your financial care

January 11, 2021

You know what a Broker Dealer is, but your clients don’t understand how everything works behind the scenes. Use this episode with Broker Dealer President…