Wealth Podcast Post

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International Tax and Estate Planning with Brent Nelson

admin September 19, 2021

International Tax and Estate Planning with Brent Nelson http://lifeblood.live/wp-content/uploads/2021/09/Brent_Nelson_FINAL_61j34.mp3 International Tax and Estate Planning with Brent Nelson On this show, we talked about the estate and tax planning considerations for people living in or owning assets in more than one country, how a little bit of planning goes a long [...]
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Financial Independence with Zack Scott

admin September 19, 2021

Financial Independence with Zack Scott http://lifeblood.live/wp-content/uploads/2021/09/Zack_Scott_FINAL_8mp2d.mp3 Financial Independence with Zack Scott On this show, we talked about what it means to be financially independent and how to get there, how technology is helping us to become more successful, and how small amounts of saving today can benefit you long term [...]
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A Spotlight on Planning with Jennifer Harper

admin September 19, 2021

A Spotlight on Planning with Jennifer Harper http://lifeblood.live/wp-content/uploads/2021/09/Jennifer_Harper_2_FINAL_9veiq.mp3 A Spotlight on Planning with Jennifer Harper On this show, we talked about the value of getting back to basics, revisiting your priorities and foundation, and how to think about financial planning with Jennifer Harper, CFP, CEPA and Founder of Bridge Financial [...]
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Success Through Community with Paul Merriman

admin September 19, 2021

Success Through Community with Paul Merriman http://lifeblood.live/wp-content/uploads/2021/09/Paul_Merriman_2_FINAL_7r5yv.mp3 Success Through Community with Paul Merriman On this show, we talked about the role community can play in success, how meeting the right people can have a multiplier effect and why it’s so important to be intentional with Paul Merriman, author, educator and [...]
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Managing Risk with Richard Smith

admin September 19, 2021

Managing Risk with Richard Smith http://lifeblood.live/wp-content/uploads/2021/09/Richard_Smith_FINAL_ay2xo.mp3 Managing Risk with Richard Smith On this show, we talked about why far too many of us lose money investing, the role emotions play, and how to effectively manage risk with Dr. Richard Smith, Chairman and CEO of the Foundation for the Study of [...]
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Money Shame with Bob Wheeler

admin September 19, 2021

Money Shame with Bob Wheeler http://lifeblood.live/wp-content/uploads/2021/09/Bob_Wheeler_FINAL_ayuz1.mp3 Money Shame with Bob Wheeler On this show, we talked about the role emotions play in personal finance, how we self-sabotage, and what our lives could look like if we could address our financial issues head on with Bob Wheeler, CPA, Founder of The [...]
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Navigating Transitions with Stacy Miller

admin September 19, 2021

Navigating Transitions with Stacy Miller http://lifeblood.live/wp-content/uploads/2021/09/Stacy_Miller_FINAL_9r9ot.mp3 Navigating Transitions with Stacy Miller On this show, we talked about managing the financial as well as emotional aspects of life’s transitions, why it pays to start early and be proactive, and the role advisors can play with Stacy Miller, CFP, Fee-Only Fiduciary Wealth [...]
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COVID and Life Insurance with Barry Flagg

admin September 19, 2021

COVID and Life Insurance with Barry Flagg http://lifeblood.live/wp-content/uploads/2021/09/barry_flagg_4_final95l6m.mp3 COVID and Life Insurance with Barry Flagg On this edition of the Book Club, Ande Frazier CFP, CLU, ChFC, RICP, BFA, ChSNC, CDFA talks about her book Financially Free: 11 Conversations to Have with Yourself About Life, Money and Worth. For a copy [...]
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Book Club featuring Ande Frazier

admin September 19, 2021

Book Club featuring Ande Frazier http://lifeblood.live/wp-content/uploads/2021/09/Ande_Frazier_book_club_final_7j5o6.mp3 Book Club featuring Ande Frazier On this edition of the Book Club, Ande Frazier CFP, CLU, ChFC, RICP, BFA, ChSNC, CDFA talks about her book Financially Free: 11 Conversations to Have with Yourself About Life, Money and Worth. For a copy of Financially Free, click HERE [...]
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