Personal Finance Podcast

FinTech and 401(k)’s with Barbara Friedberg http://lifeblood.live/wp-content/uploads/2021/09/Barbara_Friedberg_2_FINAL.mp3 FinTech and 401(k)’s with Barbara Friedberg On this show, we talked about all the ways technology is impacting investing, specifically 401(k) plans, with Barbara Friedberg, owner of RoboAdvisorPros.com, author and former portfolio manager.  Listen to learn what you can do if your company [...]

Finding Meaning and Joy with Michael Nathanson http://lifeblood.live/wp-content/uploads/2021/09/Michael_Nathanson_FINAL.mp3 Finding Meaning and Joy with Michael Nathanson On this show, we talked about the meaning of financial peace of mind, the steps to follow to achieve it and the elements you’ll need with Michael Nathanson, JD, LLM, Chairman and CEO of the [...]

Accumulating Assets with Patricia Sklar http://lifeblood.live/wp-content/uploads/2021/09/Patricai_Sklar_FINAL.mp3 Accumulating Assets with Patricia Sklar On this show, we talked about the financial planning process, the roadblocks to completing a success and effective plan as well as the role emotions play with Patricia Sklar, CPA, CFA, CFP, and Wealth Advisor with Brightworth.  Listen to [...]

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 [...]

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 [...]

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 [...]

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 [...]

Income and Wealth Inequality with Helaine Olen http://lifeblood.live/wp-content/uploads/2021/09/Helaine_Olen_FINAL.mp3 Income and Wealth Inequality with Helaine Olen On this show, we talked about the dangers of and reasons behind wealth and income inequality, as well as what individuals can do to make changes to the overall system with Helaine Olen, Washington Post [...]

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 [...]