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Archived Episodes

Changing the Conversation from money to Vision: Are you now funding your 2021 IRA? With Joan Sharp

Changing the Conversation from money to Vision: Are you now funding your 2021 IRA? With Joan Sharp

Have you thought about funding your IRA in the beginning of the year? Habit seems to be to fund at the…

January 8, 2021

Hosts: Kornelia Stephanie, Joan Sharp MSFS

Are You Afraid to Ask an Advisor Financial Based Questions? with Joan Sharp

Are You Afraid to Ask an Advisor Financial Based Questions? with Joan Sharp

Are you nervous to ask Financial Questions to Advisors or those close to you? What is holding you back from asking…

December 25, 2020

Hosts: Kornelia Stephanie, Joan Sharp MSFS

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