Goal Attainment with Eric Lopkin
Chris interviews Eric Lopkin on Goal Attainment
RMD Choices
Listen to what required minimum distribution (RMD) choices you can take.
Managing An Inheritance
Chris interviews Ronni Seifert Allen about her life and thoughts on money. Ronni had received a sizable inheritance and she explains how she managed that money safely.
Online Entrepreneurship With Kala Philo
Chris interviews Kala Philo, Founder of Mirror Your Brilliance on Video, on female entrepreneurship & her thoughts on money. Mirror Your Brilliance on Video discusses trends in video marketing and female entrepreneurship.
Trends Hitting Financial Advisors
This episode sheds some light on the trends that are impacting financial advisors.
Establishing & Maintaining An Emergency Fund
Chris goes over methods of creating and maintaining an emergency fund.
Expert Interview Series - Harold "Buddy" Hartmann
Chris interviews Buddy Hartmann, a Certified financial planner and certified public accountant on his financial perspectives.
Everyday Americans Series With Tom & Diane Stolz
Listen to this couple talk about their financial journey & how they succeeded in preparing for retirement
Top 20 Financial Planning Questions Part 2
If you're trying to plan your finances, you need to ask yourself these questions!
Top 20 Financial Planning Questions Part 1
If you're trying to plan your finances, you need to ask yourself these questions!
Moving Forward Financially After the Loss of a Spouse
A holistic approach to dealing with the loss of a spouse. It can be a devastating, life-changing event. Due to longer life expectancy, women especially are more likely to face this situation.
Our Best Clients - What We Look For In Our Clients
Chris discusses profiles and qualities of potential clients that usually benefit the most from our services.
What is a CFP
Managing finances is a difficult process but with the help and advice of a certified financial planner, you can make the most out of how to deal with your money. Find out what a CFP is and how they can help you.
Prepping For Career & Retirement
Prepare For Your Career & Retirement
Financial Goal Setting with Dr. Bridget Cooper
Financial Goal setting is so important for financial success. Learn why in this interview with executive coach Bridget Cooper.
Marianne Esposito, Retired Exec - AT&T
Listen to this interview of a female executive & her journey to financial success.
Expert Interview Series With Lindy Brock
Your wealth manager unveiled - Lindy asks Chris 20 questions.
Finding The Right Financial Advisor With Ann Babiarz
Chris interviews Ann Babiarz, founder of Ann Babiarz, LLC Finance and Investing Mastermind Group. They go over what people need to look for when looking for a financial advisor.
What is a CFP?
Chris & special guest Lindy Brock discuss the pros of investing your money with a Certified Financial Planner.