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Planning for H.E.N.R.Y’s with Priya Malani http://lifeblood.live/wp-content/uploads/2021/09/Priya_Malani_FINAL.mp3 Planning for H.E.N.R.Y’s with Priya Malani On this show, we talked about financial planning for High Earners, Not Rich Yet, the challenges of a work/life balance and the importance of talking about money with Priya Malani, Founder of Stash Wealth.  Listen to learn [...]

College Savings Trends with Paul Curley http://lifeblood.live/wp-content/uploads/2021/09/Paul_Curley_FINAL.mp3 College Savings Trends with Paul Curley On this show, we talked about trends in saving for college, the cost of education and the availability of scholarships to pay for it with Paul Curley, CFA and the Director of college savings research at Strategic [...]

Positive Habits for the Next Generation with Patrina Dixon http://lifeblood.live/wp-content/uploads/2021/09/Patrina_Dixon_FINAL.mp3 Positive Habits for the Next Generation with Patrina Dixon On this show, we talked about how the lack of transparent conversations and knowledge stops parents from talking and teaching their children about money with Patrina Dixon, Certified Financial Education Instructor, [...]

Dan Egan http://lifeblood.live/wp-content/uploads/2021/09/Dan_Egan_FINAL.mp3 Technology and Behavioral Finance with Dan Egan On this show, we talked about improving investor behavior and outcomes through technological designs as well as behavioral finance with Dan Egan, Director of Investing and Behavioral Finance at Betterment.  Listen to learn about how about how and why Betterment [...]

Embracing Market Corrections with Bob Bacarella http://lifeblood.live/wp-content/uploads/2021/09/Bob_Bacarella_FINAL.mp3 Embracing Market Corrections with Bob Bacarella On this show, we talked about the need to set a diversified foundation, choose top quality growth stocks and invest consistently using dollar cost averaging with Bob Bacarella, Founder and Portfolio Manager at Monetta Financial.  Listen to [...]

Tax and Risk Free Retirement with Jay Beattey http://lifeblood.live/wp-content/uploads/2021/09/Jay_Beattey_FINAL.mp3 Tax and Risk Free Retirement with Jay Beattey On this show, we talked about helping Americans get out of debt, get their kids into the best college possible and have a secure retirement with Jay Beattey, CEO of Velomon Group . [...]

Simplification Via Technology with Mansi Singhal http://lifeblood.live/wp-content/uploads/2021/09/Mansi_Singhal_FINAL.mp3 Simplification Via Technology with Mansi Singhal On this show, we talked about how AI and machine learning are helping at every stage of an investors life and changing the face of the financial industry with Mansi Singhal, CoFounder of QPlum .  Listen to [...]