What money moves have we made so far this year? One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I’ll be taking time to address…
This week I sat down with psychologist and behavioral finance expert, Dr. Daniel Crosby to discuss the behavioral side of investing. Educated at Brigham Young and Emory Universities, Dr. Crosby helps organizations understand the intersection of mind and markets. Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York…
This week I sat down with entrepreneur and author Paul Jarvis to discuss why you don’t need to grow your business. Paul is a designer who likes writing (or vice versa) and has worked for himself since the 90s. He wrote a book called Company of One (Jan 15, 2019), published by Houghton Mifflin Harcourt. His courses—Creative Class and…
This week I sat down with estate planning attorney, Nikki Semanchik to discuss what estate planning documents are a must and who should have them. Nikki is the Founding Attorney of Semanchik Law Group (SLG), a business, nonprofit and estate planning firm located in San Diego. Nikki started SLG because she wanted to create a…
This week I sat down with lawyer and entrepreneur, Autumn Witt Boyd to discuss how to start and scale a business. Autumn is an experienced lawyer who helps ambitious and creative business owners reach their big goals. Together with her team at The AWB Firm, Autumn guides online and e-commerce businesses as they grow. She…
What Can I Do to Reduce My Financial Anxiety and Concerns About Money? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come…
This week is the second of The Best of 2018 podcasts where I sat down with Deacon Hayes about how to retire early. Deacon was able to provide such great tips and tools for all those looking to work towards that financial freedom that I felt it had to be aired again as we approach…
This week is the first of two of The Best of 2018 podcasts and in this one I talk about how to make progress with your money. There’s a reason this episode was listened by so many people: making progress with money is important. Whether you’re working towards a long-term goal like retirement, or saving…
What money moves should I be making before the end of the year? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come…
This week I sat down with business lawyer and passionate negotiator (and negotiation expert), Kwame Christian. Kwame is a business lawyer and the Director of the American Negotiation Institute. In this role, he conducts live negotiation and conflict resolution training sessions for organizations. Kwame’s Tedx Talk, Finding Confidence in Conflict, was viewed over 24,000 times…
