Archived Episodes

"Financial Wellness Includes Getting a Financial Advisor” Guest Nick Stuller

Many of us have feelings and history surrounding MONEY. Perhaps you feel guilty to admit you have no savings or maybe…

December 1, 2020

Host: Peggy Willms

Guest: Nick Stuller

Have goals taken over your vision? Changing the conversation from money to Vision with Joan Sharp

We will be talking about how goals have become vision. Is retirement a goal or a vision? How do we change…

November 13, 2020

Hosts: Kornelia Stephanie, Joan Sharp MSFS