David Booth: ‘Usually the Great Ideas Start Out as Small Ideas and Then You Build on Them’

David Booth: ‘Usually the Great Ideas Start O...

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Emily Guy Birken: What to Do in the Five Years Before You Retire

Our guest on the podcast today is Emily Guy Birken. Emily’s the author of The Five Years Before You Retire. She also co-authored Stacked: Your Super-Serious Guide to Modern Money Management, with Joe Saul-Sehy. Other books include End Financial Stress Now, Making Social Security ...  Show more

Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan

Our guests on the podcast today are Jamie Hopkins and Bonnie Treichel, who are co-authors of a new book, Your Retirement Sketchbook. Jamie is the CEO of Bryn Mawr Trust Advisors, Chief Wealth Officer of WSFS Bank, and founder of the FinServ Foundation. He’s a professor of practic ...  Show more

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