Personal Finance Podcast

The Value of Advice with Krista Cavalieri http://lifeblood.live/wp-content/uploads/2021/09/Krista_Cavalieri_FINAL.mp3 The Value of Advice with Krista Cavalieri On this show, we talked about how and why professional advice is so valuable to busy individuals and families, how it can help you avoid common mistakes and how to get started with Krista Cavalieri, [...]

The Most Important Things with Jennifer Harper http://lifeblood.live/wp-content/uploads/2021/09/Jennifer_Harper_FINAL.mp3 The Most Important Things with Jennifer Harper On this show, we talked about the importance of making your goals the center of your planning conversations and making sure you’re focusing and spending time on what’s most important to you with Jennifer Harper, [...]

Creating Your Plan with Deva Panambur http://lifeblood.live/wp-content/uploads/2021/09/Deva_Panambur_FINAL.mp3 Creating Your Plan with Deva Panambur On this show, we talked about common mistakes people make, the importance of aligning your plan with your values and which variables you can control with Deva Panambur, CFA, CFP, MBA, Founder of Sarsi LLC and consultant. [...]

Freedom Lifestyles with Rupa Patil http://lifeblood.live/wp-content/uploads/2021/09/Rupa_Patil_FINAL.mp3 Freedom Lifestyles with Rupa Patil On this show, we talked about no longer trading time for money, how a lack of money is the root of evil and how online businesses could provide you with the flexibility you desire with Rupa Patil, Certified Freedom [...]

Sustainable Investing with Scott Arnold http://lifeblood.live/wp-content/uploads/2021/09/Scott_Arnold_FINAL.mp3 Sustainable Investing with Scott Arnold On this show, we talked about impact/ESG investing, how the space has evolved over the years and how it’s possible to get great returns and manage risk with that strategy with Scott Arnold, CFP and Partner at ImpactFolio LLC.  [...]

Making Purposeful Decisions with Rob Stromberg http://lifeblood.live/wp-content/uploads/2021/09/Rob_Stromberg_FINAL.mp3 Making Purposeful Decisions with Rob Stromberg On this show, we talked about what it means to make wise and purposeful money decisions, how technology is benefiting investors and whether or not you need an investment philosophy with Rob Stromberg, CFP and Founder of [...]

Maximizing Resources with Grant Bledsoe http://lifeblood.live/wp-content/uploads/2021/09/Grant_Bledsoe_FINAL.mp3 Maximizing Resources with Grant Bledsoe On this show, we talked about the importance of building a personal vision that’s aligned with your work, protecting and growing your assets, and maximizing the planning process with Grant Bledsoe, CFA, CFP and President of Three Oaks Capital [...]

Rightsizing Your Finances with Kaya Ladejobi http://lifeblood.live/wp-content/uploads/2021/09/Kaya_Ladejobi_FINAL.mp3 Rightsizing Your Finances with Kaya Ladejobi On this show, we talked about the planning needs and considerations for “builders,” those in their 30’s, 40’s and 50’s, and how to position oneself for long term financial success without sacrificing too much along the way [...]

Trial Retirement with Tom Hegna http://lifeblood.live/wp-content/uploads/2021/09/Tom_Hegna_2_FINAL.mp3 Trial Retirement with Tom Hegna On this show, we talked about putting a plan in place for retirement, the role purpose and perspective play and how to financially ensure you’ll enjoy life when everyday’s Saturday with Tom Hegna, retirement expert, economist, best selling author [...]