Archived Episodes
Changing the Conversation from money to Vision: Are you now funding your 2021 IRA? With J...
Have you thought about funding your IRA in the beginning of the year? Habit seems to be to fund at the end of year or beginning of the new Year. What if you funded your IRA in the beginning of the year and/or prefu...
Are You Afraid to Ask an Advisor Financial Based Questions? with Joan Sharp
Are you nervous to ask Financial Questions to Advisors or those close to you? What is holding you back from asking the questions? We are going to talk about standing up for yourself and asking the questions.