Personal Finance Podcast

Focusing on Your Plan with Bill Parrott http://lifeblood.live/wp-content/uploads/2021/09/Bill_Parrott_FINAL.mp3 Focusing on Your Plan with Bill Parrott On this show, we talked about how being clear in your goals and values and having a solid plan can help you to be a successful investor with Bill Parrott, CFP and President and CEO [...]

Thinking Long Term with Sara Stanich http://lifeblood.live/wp-content/uploads/2021/09/Sara_Stanich_FINAL.mp3 Thinking Long Term with Sara Stanich On this show, we talked about the role habits play in financial success, both good and bad and how financial stress can wreak havoc on relationships if unchecked with Sara Stanich, MBA, CFP, CDFA and Founder of [...]

Behavioral Investing with Daniel Crosby http://lifeblood.live/wp-content/uploads/2021/09/Daniel_Crosby_FINAL.mp3 Behavioral Investing with Daniel Crosby On this show, we talked about behavioral psychology, finance and investing as well as the sociological, neurological and physiological impediments to investment decisions with Dr. Daniel Crosby Ph.D, Psychologist, behavioral finance expert and Chief Behavioral Officer at Brinker Capital. [...]

Our National Debt with Romina Boccia http://lifeblood.live/wp-content/uploads/2021/09/Romina_Boccia_FINAL.mp3 Our National Debt with Romina Boccia On this show, we talked about the National Debt, budget deficit, the main drivers behind their increases, what the implications will be for future generations and what can be done about it with Romina Boccia, Director of [...]

No Fee ETFs with Todd Rosenbluth http://lifeblood.live/wp-content/uploads/2021/09/Todd_Rosenbluth_FINAL.mp3 No Fee ETFs with Todd Rosenbluth On this show, we talked about no fee ETFs, how companies can offer them and still remain profitable and the steps you should take to best understand if a particular investment is right for you with Todd [...]

Book Club with Kimberly Foss http://lifeblood.live/wp-content/uploads/2021/09/Kimberly_Foss_BC_FINAL.mp3 Book Club with Kimberly Foss On this edition of the Book Club, Kimberly Foss, CFP, President and Founder of Empyrion Wealth Mgmt. Inc talked about her book “Wealthy by Design: A Five-Step Plan for Financial Security.”  Listen to learn about the habits she’s hoping [...]

Investing in Alternatives with Eric Satz http://lifeblood.live/wp-content/uploads/2021/09/Eric_Clarke_FINAL.mp3 Investing in Alternatives with Eric Satz On this show, we talked about what alternative investing is, how it’s changed over the past 15 years and how people can being investing with Eric Satz, Founder and CEO of Alto IRA.  Listen to learn about [...]

Navigating Medicare with Joanne Giardini-Russell http://lifeblood.live/wp-content/uploads/2021/09/James_Matthews_FINAL.mp3 Navigating Medicare with Joanne Giardini-Russell On this show, we talked about the history of Medicare, the process for enrolling, when to start thinking about it and what to avoid with Joanne Giardini-Russell, Owner and Medicare guru at Boomer Health Group. Listen to learn about [...]

Navigating Medicare with Joanne Giardini-Russell http://lifeblood.live/wp-content/uploads/2021/09/Joanne_Giardini-Russell_FINAL.mp3 Navigating Medicare with Joanne Giardini-Russell On this show, we talked about the history of Medicare, the process for enrolling, when to start thinking about it and what to avoid with Joanne Giardini-Russell, Owner and Medicare guru at Boomer Health Group.  Listen to learn about [...]