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Neil Bage and Brian Portnoy - Finance in the Time of Coronavirus: Essential Advice for Protecting Your Wealth
Episode 123
Tune in to hear:
Ways investors can confront their fear of loss aversion when this fear holds them back
How financial professionals can have mean…
6 years, 3 months ago
Ivan Watanabe - Immigrants + Finance (Pt. Two)
Episode 122
Tune in to hear:
How do various cultures differ on their views of wealth and propensity to openly discuss financial matters?
What are some of the uniqu…
6 years, 4 months ago
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…
6 years, 4 months ago
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…
6 years, 4 months ago
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…
6 years, 5 months ago
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…
6 years, 5 months ago
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…
6 years, 6 months ago
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…
6 years, 6 months ago
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…
6 years, 6 months ago
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, 7 months ago