Personal Finance Podcast

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

Cash Wise Ex-Wives with Kayla Sloan and Shanah Bell http://lifeblood.live/wp-content/uploads/2021/09/Kayla_Sloan_FINAL.mp3 Cash Wise Ex-Wives with Kayla Sloan and Shanah Bell On this show, we talked about the important financial variables to consider before, during and after a divorce with Kayla Sloan and Shanah Bell, the Co-Founders of Cash Wise Ex Wives. [...]

The Value of Active Management with Tom Jacobs http://lifeblood.live/wp-content/uploads/2021/09/Tom_Jacobs_FINAL.mp3 The Value of Active Management with Tom Jacobs On this show, we talked about the importance of disciplined, long term investing, the value of both passive and active money management and how to get the most out of both with Tom [...]

Parenting and Money with Shanah Bell http://lifeblood.live/wp-content/uploads/2021/09/Shanah_Bell_2_FINAL.mp3 Parenting and Money with Shanah Bell On this show, we talked about the necessary steps for teaching your kids about money with Shanah Bell, consultant, blogger and author. Listen to learn some easy to implement strategies for teaching your kids the value of [...]