Wealth Podcast Post

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 [...]

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 [...]