May 25, 2021
You use scraps of information through diligent research to tie together the story of a family- that’s genealogy. A few episodes back, Andrew Tudor proposed the idea that the shoulders you stand on set you up for the success you have now. Enter Laurie Hermance-Moore, a professional genealogist! On this week’s...
May 18, 2021
Being suddenly wealthy is not healthy. On this week’s episode, James advocates for healthy client-advisor relationships by sidestepping decisions with binary outcomes. Is it ever safe to put yourself in a place where you have the potential to be all wrong? Advisors, after all, are only human.
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May 11, 2021
They say every day in retirement feels like a Saturday, but is that as nice as it sounds? On this week’s episode, James and special guest, Director of Financial Planning, Ryan Shepherd dispel some misconceptions about retirement. Is Phoenix all it's cracked up to be? Ryan warns you of five common retirement planning...
May 4, 2021
Why is preventative advice the hardest to take? On this week’s episode, Dr. Moira Somers, leading practitioner in the field of financial psychology and author of Advice That Sticks, joins James to challenge the way financial advisor companies engage with their clients. After all, is a wealth advisor really advising on...