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Does the way you spend and give money represent you? Your Dreams? Money is meant to be a tool to support…
February 26, 2021
Hosts: Kornelia Stephanie, Joan Sharp MSFS
How many times have you felt that someone used money as the excuse and it was not the reason? Then they…
February 12, 2021
Are You, Your Vision, and Your Values aligned with your money? Changing the Conversation from money to Vision. Title description Do…
January 22, 2021
Have you thought about funding your IRA in the beginning of the year? Habit seems to be to fund at the…
January 8, 2021
Are you nervous to ask Financial Questions to Advisors or those close to you? What is holding you back from asking…
December 25, 2020
How do you change the conversation from money to vision? Hear from our guest Dr. Moira Somers who will talk about…
October 9, 2020
Guest: Dr. Moira Somers
What is your and your Family’s Vision for the Fall? What do you what to keep in your life from stay…
July 10, 2020
Charitable Giving is one of the most unplanned cash flows and where we think we leave a legacy more in the…
March 13, 2020
Guest: Susan Axelrod
Where in your life are your money needs not met? Where do you continue to repeat the same money story over…
November 16, 2018
Hosts: Kornelia Stephanie, Susan Glavin