Ep 120: Building A Personal Finance Media Bra...

For high-net-worth clients, financial planning is often not just about managing their money during their lifetimes, but also a matter of preparing the next generation to inherit family wealth. Which suggests that meeting with clients' children can both offer value for current cli ...  عرض المزيد

For financial advisors, it might seem intuitive to spend time with prospects explaining the value they can offer. However, doing most of the talking can leave prospects unsure whether the advisor truly understands their needs, potentially discouraging them from becoming a client. ...  عرض المزيد

Note: There is swearing in this episode.In 2017, The University of Minnesota asked comedian Maria Bamford to give their commencement speech. But the University may not have known what it was in for. In her speech, Bamford told the crowd of graduates how much the university offere ...  عرض المزيد

Globally recognized investor Simran Kaur visits Google to discuss her book "Girls That Invest: Your Guide to Financial Independence through Shares and Stocks." The book is a step-by-step guide to financial independence from the creator of the investing education podcast, Girls ...

In this episode, I sit down with Vivian Tu, aka @YourRichBFF, to talk about her incredible journey from trading equities on Wall Street to becoming a viral financial educator and content creator. Vivian shares how her immigrant upbringing shaped her money mindset, her leap fro ...

How Do You Stop Hustling When You’ve Already Won?

Laura Roeder told herself that at $5 million liquid she could live the life she wanted and refocus her life on what matters most: living. Unlike a lot of entrepreneurs who get caught up in the game and keep chasing more, ...