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Wealth Podcast Post

Disrupting Asset Management with Scott MacKillop

admin September 11, 2021

Disrupting Asset Management with Scott MacKillop http://lifeblood.live/wp-content/uploads/2021/09/Scott_MacKillop_FINAL.mp3 Disrupting Asset Management with Scott MacKillop On this show, we talked about a new, flat fee approach, to asset management and how you can take advantage of it with Scott MacKillop, CEO of First Ascent Asset Management, JD, speaker and writer.  Listen to [...]
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Wealth Podcast Post

Planning for Gen X with Megan Gorman

admin September 11, 2021

Planning for Gen X with Megan Gorman http://lifeblood.live/wp-content/uploads/2021/09/Megan_Gorman_FINAL.mp3 Planning for Gen X with Megan Gorman On this show, we talked about the challenges and opportunites facing members of Generation X and how a comprehensive planning process can benefit them with Megan Gorman, Founding Partner of Chequers Financial Management and regular [...]
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Wealth Podcast Post

Tax Diversification and Asset Location with Steve Pitchford

admin September 11, 2021

Tax Diversification and Asset Location with Steve Pitchford http://lifeblood.live/wp-content/uploads/2021/09/Steve_Pitchford_FINAL.mp3 Tax Diversification and Asset Location with Steve Pitchford On this show, we talked about building tax efficient and cost conscious portfolios with Steve Pitchford, CFP, CPA and Director of Tax and Portfolio Planning at Towerpoint Wealth.  Listen to learn about when [...]
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Wealth Podcast Post

Corporate Principals for Individual Investors with Nina O’Neal

admin September 11, 2021

Corporate Principals for Individual Investors with Nina O’Neal http://lifeblood.live/wp-content/uploads/2021/09/Nina_O_Neal_FINAL.mp3 Corporate Principals for Individual Investors with Nina O’Neal On this show, we talked about the necessity of stress testing your portfolio and truly understanding how much risk you’re willing to tolerate with Nina O’Neal, Partner and Investment Advisor with Archer Investment [...]
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Fairness and Transparency in Investing with Ryan Kirlin

admin September 11, 2021

Fairness and Transparency in Investing with Ryan Kirlin http://lifeblood.live/wp-content/uploads/2021/09/Ryan_Kirlin_FINAL.mp3 Fairness and Transparency in Investing with Ryan Kirlin On this show, we talked about the evolution of ETF’s, how they’re different than mutual funds and the tax benefits they offer with Ryan Kirlin, Head of Capital Markets with Alpha Architect. Listen [...]
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Success Podcast Post

Overcoming Limiting Beliefs with Jenean Perelstein

admin September 11, 2021

Overcoming Limiting Beliefs with Jenean Perelstein http://lifeblood.live/wp-content/uploads/2021/09/Jenean_Perelstein_FINAL.mp3 Overcoming Limiting Beliefs with Jenean Perelstein On this show, we talked about why so many Americans feel overwhelmed and how to live a life of purpose and meaning with Jenean Perelstein, an Anthropologist, workplace culture expert, author, speaker and consultant.  Listen to learn [...]
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Wealth Podcast Post

Woman and Divorce with Russ Thornton

admin September 11, 2021

Woman and Divorce with Russ Thornton http://lifeblood.live/wp-content/uploads/2021/09/Russ_Thornton_FINAL.mp3 Woman and Divorce with Russ Thornton On this show, we talked about the emotional and financial aspects of divorce as well as the role proper expectations play in the process with Russ Thornton, financial advisor and President of Wealthcare For Women.  Listen to [...]
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Success Podcast Post

Progressing Through the Process with Kiné Corder

admin September 11, 2021

Progressing Through the Process with Kiné Corder http://lifeblood.live/wp-content/uploads/2021/09/Kine_Corder_FINAL.mp3 Progressing Through the Process with Kiné Corder On this show, we talked about how emotions, trauma and stress can have a negative impact on our lives and financial situations and what to do about it with Kiné Corder, Financial Therapist, Hypnotherapist, CEO [...]
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Wealth Podcast Post

Being a Successful Investor with Robert Seawright

admin September 11, 2021

Being a Successful Investor with Robert Seawright http://lifeblood.live/wp-content/uploads/2021/09/Robert_Seawright_FINAL.mp3 Being a Successful Investor with Robert Seawright On this show, we talked about the true value of a financial advisor, how it’s difficult to beat the market and the current state of the American investor with Robert Seawright, Chief Investment and Information [...]
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