Sep 29, 2020
Part of the human experience is both positive and negative, it’s filled with joy and disappointment. How do we get better at disappointment?
The pandemic has cost us all something. But if you can work through the disappointment, you’ll be able to find things you’ve gained in this season. Being stuck in a mindset...
Sep 22, 2020
Co-founder of Family Teams, Jeremy Pryor, shares his approach to establishing a plan and vision for your family - not just for the near future, but for generations to come. His experience living overseas and years of working with families has given him a compelling perspective of developing a family mission. Jeremy and...
Sep 15, 2020
Parents and students alike are facing new challenges this school year. College decisions look different this year, and Dan Bisig founder of College and Beyond joins the conversation this week to share tools and resources for parents navigating this uncharted territory - college in COVID-19.
Learn more about Dan and...
Sep 8, 2020
“Holistic Financial Planning” is a word used oftentimes in the industry, but many aren’t sure exactly what it means. Adam Day, Wealth Management Advisor, joins the conversation this week to identify the components of Holistic Financial Planning.
The goal of an advisor practicing Holistic Planning is to...
Sep 1, 2020
Former investment analyst and now the owner of multiple single-family rental properties in Cincinnati, Steve Eklund, joins the conversation this week to talk about how real estate could be a unique part of your financial plan.
Steve says it really comes down to what you enjoy doing. He wanted to see his city change for...