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

What does it take to build a successful advisory firm using a flat-fee model instead of charging based on assets under management? And how can advisors scale effectively while still delivering highly personalized retirement income planning and maintaining strong client relationsh ...  Show more

What does it take for next-generation advisors to become confident in business development without feeling overly sales-focused? And how can they build stronger relationships, have more authentic conversations, and generate warmer leads over time? Kristin Harad is the founder of ...  Show more

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 ...  Show more

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, ...