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A Happier and Healthier World with Marc de Sousa Shields http://lifeblood.live/wp-content/uploads/2021/08/Sousa_Shields_FINAL.mp3 A Happier and Healthier World with Marc de Sousa Shields On this show, we talked about Sustainable and Responsible Investing with Marc de Sousa Shields, Founder of ES Global Consulting and author of Invest Like You Give a Damn.  [...]

Democratizing Financial Advice with Peter Lazaroff http://lifeblood.live/wp-content/uploads/2021/08/Peter_Lazaroff_FINAL.mp3 Democratizing Financial Advice with Peter Lazaroff On this show, we talked about goals based investing, the difference between investment advice versus financial planning and fintech advances with Peter Lazaroff CFP, CFA, the Co-Chief Investment Officer for both PlanCorp and Bright Plan as well [...]

Tax Considerations in Retirement with Jeffrey Levine http://lifeblood.live/wp-content/uploads/2021/08/Jeff_Levine_FINAL.mp3 Tax Considerations in Retirement with Jeffrey Levine On this show, we talked about defining your idea of financial freedom and the various tax considerations associated with planning with Jeff Levine CPA CFP®, retirement and tax expert, speaker, author and CEO of BluePrint Wealth [...]

Understanding ERISA with David Donaldson http://lifeblood.live/wp-content/uploads/2021/08/David_Donaldson_FINAL.mp3 Understanding ERISA with David Donaldson On this show, we talked about the importance and challenges of being in compliance with ERISA in regard to retirement with David Donaldson, CEO of ERISA Smart and a former Senior Investigator with the Department of Labor’s Employee Benefit [...]

Debt Isn’t Forever with Jackie Beck http://lifeblood.live/wp-content/uploads/2021/08/Jackie_beck_FINAL.mp3 Debt Isn’t Forever with Jackie Beck On this show, we talked about the mindset, habits and strategies for anyone to get out of debt, no matter how much debt you have, with debt freedom expert, Jackie Beck. Listen to find out why and [...]

Teaching Kids About Money with Sam Renick http://lifeblood.live/wp-content/uploads/2021/08/Sam_Renick_FINAL.mp3 Teaching Kids About Money with Sam Renick On this show, we talked practical techniques and methods for talking with kids about money in order to help them form positive habits with Sam Renick, the Founder of Dream Big Financial Literacy Initiatives at SammyRabbit.com. [...]