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Justin Castelli - Brand and Community Building Strategies for Long-Term Success
Justin Castelli - Brand and Community Building Strategies for Long-Term Success

Episode 120

Justin Castelli is a financial advisor and the founder of RLS Wealth Management. RLSWM was founded in 2015 with the belief that independent, unbiased…

5 years, 9 months ago

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Ashvin Chheda - Immigrants + Finance (Pt. One)
Ashvin Chheda - Immigrants + Finance (Pt. One)

Episode 121

Tune in to hear:

What impact from coronavirus is Ashvin seeing on his clients?

Which workforce sectors are getting hardest hit, so far, by Covid-19?

Pot…

5 years, 9 months ago

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Joy Lere - Overcoming Imposter Syndrome: Tips for Thriving in Life and Work
Joy Lere - Overcoming Imposter Syndrome: Tips for Thriving in Life and Work

Episode 119

Dr. Joy Lere is a psychologist with a practice focused on the merger of money and mindset. She has worked internationally with driven, achievement-or…

5 years, 9 months ago

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Kyle Van Pelt - The Future of Fintech: Key Predictions and Opportunities for Growth
Kyle Van Pelt - The Future of Fintech: Key Predictions and Opportunities for Growth

Episode 118

Kyle specializes in connecting the dots between the future of technology and finance, building strategic relationships and connecting people. He’s cu…

5 years, 10 months ago

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Lisa Brenneman - What’s Your Financial Personality? Unlock the Secrets to Better Money Management
Lisa Brenneman - What’s Your Financial Personality? Unlock the Secrets to Better Money Management

Episode 117

Lisa Brenneman is the Behavioral Finance and Strategic Innovation leader at TD Wealth. She created the TD Wealth Personality Assessment Tool using th…

5 years, 10 months ago

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Jack Forehand - Value Investing in a Changing World: Strategies for Success in Modern Markets
Jack Forehand - Value Investing in a Changing World: Strategies for Success in Modern Markets

Episode 116

Jack Forehand is a partner at Validea Capital and is responsible for the firm's overall operations and portfolio management. Working in conjunction w…

5 years, 11 months ago

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Paul Hebert - Embrace the Unknown: Transforming Uncertainty into Opportunity
Paul Hebert - Embrace the Unknown: Transforming Uncertainty into Opportunity

Episode 115

Paul Hebert is the Vice President of Individual Performance Strategy at Creative Group, and is widely considered an expert on motivation and incentiv…

5 years, 11 months ago

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Dennis Moseley Williams - The Rise of the Experience Economy: Transforming Consumer Expectations
Dennis Moseley Williams - The Rise of the Experience Economy: Transforming Consumer Expectations

Episode 114

Bio: Dennis Moseley Williams is an entrepreneur, founder of DMW Strategic Consulting and author of ‘Serious Shift: How Experience Staging Can Save Yo…

6 years ago

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Emily Binder - Exploring the Future of Voice: Trends, Innovations and Impacts
Emily Binder - Exploring the Future of Voice: Trends, Innovations and Impacts

Episode 113

Emily Binder is an entrepreneur, speaker, and founder of Beetle Moment Marketing.  She focuses on AI and voice assistants, branded audio content, and…

6 years ago

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Sean Brown - Mapping the Market: Strategies to Navigate and Predict Market Movements
Sean Brown - Mapping the Market: Strategies to Navigate and Predict Market Movements

Episode 112

President and CEO of YCharts, a Chicago-based, cloud provider of financial data and analysis/visualization tools. They help enable smarter investment…

6 years, 1 month ago

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