
The financial advisors I chat with have interesting advice and, often, some tools to help you. Business conversations range from wrapping up your current business to creating a new business after you leave the 9-5. Great thoughts even if you have your own teams.
Click any name and you’ll be taken to the episode.
Oscar Vasquez:
Living Trusts
Julie Noonan:
The Legacies We Leave
Therese Nicklas:
True Wealth: More Than Just Money
Len Bruskiewitz:
Exiting Your Small Business
Scherrie Prince:
Estate Planning & Asset Protection
Paula Harris:
Financial/Life Planning for Widows
Deb Curtis:
Equity in the Workplace & in Business Acquisition
Melinda Satterlee:
Financial Planner & Investment Advisor
Taylor Crabill:
Reclaim Your Rights, Hold Employers Acountable
Wes Cuprill:
Financial Planning for “Suddenly Single” Women
Elizabeth Parsons:
How to Tackle New Challenges After a Long Career
Adam Zuckerman:
Estate Organization & End-of-Life Tasks
Greg Kurinec:
Trusts and Other Financial Decisions
Beate Chelette:
Thoughts for Women Planning The Next Chapter
Lisa Sakai:
The Bucket List Accelerator
Shannon Russell:
Second Act Careers
Lynn Friesth:
Encore Careers