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Wealth Podcast Post

Your Financial Priorities with Adam Grossman

admin September 12, 2021

Your Financial Priorities with Adam Grossman http://lifeblood.live/wp-content/uploads/2021/09/Adam_Grossman_FINAL.mp3 Your Financial Priorities with Adam Grossman On this show, we talked about why determining your current and future priorities is an integral step towards financial success as well as the many variables to consider with Adam Grossman, CFA and Founder of Mayport, a [...]
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Wealth Podcast Post

Credit Card Debt with Leslie Tayne

admin September 12, 2021

Credit Card Debt with Leslie Tayne http://lifeblood.live/wp-content/uploads/2021/09/Leslie_Tayne_FINAL.mp3 Credit Card Debt with Leslie Tayne On this show, we talked about how credit card debt has evolved over the past 20 years, why so many Americans struggle with it and what can be done with Leslie Tayne, Founder and Managing Director of [...]
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Wealth Podcast Post

A Client Centric Approach with Michael Solari

admin September 12, 2021

A Client Centric Approach with Michael Solari http://lifeblood.live/wp-content/uploads/2021/09/Michael_Solari_FINAL.mp3 A Client Centric Approach with Michael Solari On this show, we talked about the importance of taking a fiduciary, client centric approach to financial planning, how that benefits clients and what that process looks like with Michael Solari, CFP and Principal of [...]
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Wealth Podcast Post

Your Financial Road Map with Daphne Jordan

admin September 12, 2021

Your Financial Road Map with Daphne Jordan http://lifeblood.live/wp-content/uploads/2021/09/Daphne_Jordan_FINAL.mp3 Your Financial Road Map with Daphne Jordan On this show, we talked about how to get started with a financial plan, the essential elements, common pitfalls and what makes an ideal client with Daphne Jordan, CFP and Wealth Advisor with Pioneer Wealth [...]
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Wealth Podcast Post

Financial Literacy that Works with Zach Teutsch

admin September 12, 2021

Financial Literacy that Works with Zach Teutsch http://lifeblood.live/wp-content/uploads/2021/09/Zach_Teutsch_FINAL.mp3 Financial Literacy that Works with Zach Teutsch On this show, we talked about the value of financial literacy and wellness when done correctly, how best to deploy the program and how consumers can become better educated with Zach Teutsch, Founder and CEO [...]
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Wealth Podcast Post

Thinking Long Term with Sara Stanich

admin September 12, 2021

Thinking Long Term with Sara Stanich http://lifeblood.live/wp-content/uploads/2021/09/Sara_Stanich_FINAL.mp3 Thinking Long Term with Sara Stanich On this show, we talked about the role habits play in financial success, both good and bad and how financial stress can wreak havoc on relationships if unchecked with Sara Stanich, MBA, CFP, CDFA and Founder of [...]