{{upcoming-events}} Carrie Sax is a financial advisor at EP Wealth who also has a degree in zoology and has earned a CFP and CFA. She has a regular yoga meditation practice and has been working in the financial services industry for twenty years. Today, Carrie joins the show to discuss her journey from zoology major...
{{upcoming-events}} Mike Van Pelt is an entrepreneur, author, speaker, and men’s life coach leader. He is the founder of True Man Life Coaching and host of the popular men’s podcast, True Man Podcast. Mike has served in leadership roles for most of his career, bringing over two decades of engagement and expertise in account management,...
{{upcoming-events}} Professor Pete Alexander has had a thirty-five year career that spans Sales and Marketing, being a college professor of Marketing, and running a small interior landscaping business called Office Plants by Everything Grows, where he’s still a majority owner. Professor Pete is also an expert in something that impacts all of our lives: stress....
{{upcoming-events}} Dr. Jay Zigmont is a PhD, CFP and the Founder of Childfree Wealth. He is a fee-only, advice- only fiduciary and the author of The Portraits of Childfree Wealth . Most financial advice treats parenthood as the default. Dr. Jay has built a financial planning system that caters to the unique needs of those...
{{upcoming-events}} Linda Case is a financial therapist and financial coach with over thirty years combined experience in financial services, professional counseling, and coaching. She coaches her clients to manage their money and mindset so they can get firmly on the path to financial freedom and comfortable retirement. Today, Linda joins the show to speak about...
{{upcoming-events}} Tyler Nicholls is an entrepreneur who is passionate about helping others at scale. He taught seventh grade Math with Teach for America before getting his Masters from Boston University. Tyler is the creator of Kudosy, a digital rewards system that helps solve the problem of financial literacy in the U.S. while strengthening families. Today,...
{{upcoming-events}} Julie Bergfeld is a health, wellness and life coach, specializing in performance, stress management, and healthy habits. She’s worked in academia and technology and is currently a yoga teacher who is dedicated to her own mindfulness practice. Today, Julie joins the show to engage in a rich discussion on purpose, mindfulness and pursuing what...
{{upcoming-events}} Dawn Santoriello is a CFP, best-selling author, keynote speaker, and the Founder and CEO of DS Financial Strategies, an e-based financial planning firm just outside of Philadelphia. Dawn is focused on empowering women and couples to reach their financial goals with peace of mind. She’s been featured in Forbes, Investment Advisor, and MarketWatch. Today,...
{{upcoming-events}} Sarah Howard is an entrepreneur, storyteller, and social innovator. Her first entrepreneurial venture was Twenty Twenty Studios where she still tells compelling stories and produces interactive experiences for her clients. Sarah is passionate about social and economic equity. She is also the Founder of Zero Gap, where she engages men and women in dialogue...
{{upcoming-events}} Julie Cane is the CEO and co-founder of Democracy Investments, a registered investment advisory firm focused on promoting democracy and influencing capital flows in financial markets. The firm’s democracy investments international index re-weights the traditional international equity index towards democracies and away from authoritarian regimes using the Economist’s Democracy Index. Today, Julie joins the...