Today’s guest is Dan Bauer. Today’s Guest Dan Bauer Dan Bauer, is a veteran mentor and powerhouse in youth entrepreneurship education. As a Senior Mentor with the NSLC Business & …
Your Best Financial Life: How Gen Z & Millenials Can Save Smart | Anne Lester, Episode 065
Today’s guest is Anne Lester. Today’s Guest Anne Lester Anne is a retirement expert, author, media commentator, top- rated speaker and former Head of Retirement Solutions for JPMorgan Asset …
When is Enough, Enough? Rethinking Wealth + Family Priorities | Nate Reineke, Episode 064
Today’s guest is Nate Reineke. Today’s Guest Nate Reineke Nate Reineke is a Certified Financial Planner that serves as the Primary Advisor at Physician Family, a Financial Advisory …
Money Strategies and Building a Legacy Beyond the Business | Colleen Gillam-Judd, Episode 063
Today’s guest is Colleen Gillam-Judd. Today’s Guest Colleen Gillam-Judd Colleen is a Certified Financial Planner with over 15 years of experience in guiding high-net-worth professionals, …
Till They Get It: Teach Kids to Spend Smart in our Digital Economy | Taylor Burton, Episode 062
Today's guest is Taylor Burton. Today’s Guest Taylor Burton Taylor is a father, financial expert and an entrepreneur. He is the CEO and co-founder of Till Financial, a leading …
Click to Commit: A New Era in Canadian Will-Making | Daniel Goldgut, Episode 061
Today’s guest is Daniel Goldgut. Today’s Guest Daniel Goldgut Daniel Goldgut is the CEO and Co-Founder of Epilogue. In his previous life, he was a tax and estate planning lawyer for …