Wealth Podcast Post

UTMA Accounts with Ksenia Yudina http://lifeblood.live/wp-content/uploads/2021/09/Ksenia_Yudina_FINALbb8zj.mp3 UTMA Accounts with Ksenia Yudina On this show, we talked about UTMA accounts, how tey work, who they’re a good fit for and how to get started with Ksenia Yudina, CFA and CEO of UNest.  Listen to learn about a great option for saving for [...]

Sustainable Investing with Michael Young http://lifeblood.live/wp-content/uploads/2021/09/Michael_Young_FINAL8ejky.mp3 Sustainable Investing with Michael Young On this show, we talked about the evolution of sustainable investing, how data collection and evaluation has changed, and when we can expect to find these options in target date funds with Michael Young, Manager of Education Programs at [...]

Closing the Wealth Gap with Calvin Williams Jr. http://lifeblood.live/wp-content/uploads/2021/09/Calvin_Williams_FINAL96sfl.mp3 Closing the Wealth Gap with Calvin Williams Jr. On this show, we talked about the existing wealth gap in the US, why it’s there, the challenges to closing it, and what elements have to be present to make real and significant [...]

Mortgage Planning with Warren Goldberg http://lifeblood.live/wp-content/uploads/2021/09/Warren_Goldberg_FINAL69013-1.mp3 Mortgage Planning with Warren Goldberg On this show, we talked about how mortgage loans have evolved over time, how best to approach the home buying process and how much money to put down for a down payment with Warren Goldberg, President and Certified Mortgage [...]

Bank on Yourself with Ken Greene http://lifeblood.live/wp-content/uploads/2021/09/Ken_Greene_FINAL858me.mp3 Bank on Yourself with Ken Greene On this show, we talked about the Infinite Banking Concept, how taxes eat away at so much of our money, and how to qualify for programs like this with Ken Greene, Engineer of finance, speaker, podcaster and [...]

Getting Rich Slowly with David Waldron http://lifeblood.live/wp-content/uploads/2021/09/Sarah_Braud_FINAL89uh8.mp3 Getting Rich Slowly with David Waldron On this show, we talked about prudent stock market investing, the value of simplicity, the necessity of patience, and how to take an idea and turn it into a book with David Waldron, self improvement author whose [...]

Return on Intention with Eric Dunavant http://lifeblood.live/wp-content/uploads/2021/09/Jyotsna_Ramachandran_FINAL98uue.mp3 Return on Intention with Eric Dunavant On this show, we talked about the difference between return on investment and return on intention, the role awareness plays in living more intentionally, ahd the key areas to focus on when thinking about long term goals [...]

Choosing Home Care with Merrily Orsini http://lifeblood.live/wp-content/uploads/2021/09/Merrily_Orsini_FINAL6i76y.mp3 Choosing Home Care with Merrily Orsini On this show, we talked about the history of home health care, the challenges and opportunities that technology is helping with , and who and when to be learning more about this important topic with Merrily Orsini, [...]