A forum where female founders, philanthropists, and women in all stages of life discuss their personal stories, money lessons, and how they’ve learned to make money meaningful.
Categories: Business, Education
Tags: beatakirr, entrepreneurship, investmentmanagement, Wealth, wealthmanagement, womanboss, women
Changing the Trajectory is a podcast hosted by James Seth Thompson that seeks to inspire and empower meaningful generational planning and legacy building through intentional and deliberate action. Featuring roundtable discussions that highlight multicultural markets and communities as breeding grounds for success and change, we offer fresh perspectives on responsibility and investing. Learn to prioritize core values and act with intent to leverage influence and create lasting impact. We won’t dodge the hard stuff. Together, let’s make the pivot from a standard operating procedure to that of intentionality and purpose.
Categories: Business, Society & Culture
Tags: Bernstein, diversemarkets, diversity, inclusion, jamesseththompson, janessacoxirvin, privatewealth, responsibleinvesting, socialimpact, wealthmanagement
A monthly economic update powered by the Fairport Investment Team. Our team gathers the most recent news, data and research and distills it into the information most important to you. With roots dating back to 1963, Fairport Wealth INSPIRES FAMILIES by providing comprehensive wealth management solutions. We help our clients with life’s transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value professional, yet approachable style.
Categories: Business
Tags: economy, investing, investments, wealthmanagement
My name is Scot Landborg – I’m here to help you Retire with your Eyes Wide Open. That means having the information you need and the clarity you deserve. It means understanding and interpreting the world as it changes. It means knowing about investments, taxes, social security, and estate planning and how they are all connected. And probably most important – it’s about living your best retirement life. The good life! Send us a listener question or schedule a consultation for more personalized information at RetireEWO.com Join me each week as I show you how to Retire with your Eyes Wide Open! Scot Landborg is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp. (Member FINRA/SIPC). USA Financial Securities is a registered investment adviser located at 6020 E Fulton St., Ada, MI 49301. Sterling Wealth Partners, LLC and Scot Strategy, Inc. are not affiliated with USA Financial Securities. CA Insurance #0G89727
Categories: Business
Tags: financialplanner, OrangeCounty, Podcast, retireeyeswideopen, scotlandborg, sterlingwealthpartners, wealthmanagement
Designed specifically for tech employees, the “TechGirl Financial Podcast,” provides financial planning and wealth management insights empowering listeners to live a work-optional lifestyle. Hosted by co-founders Victor and Kim Gaxiola, the program curates current financial themes, and discusses important investment and planning concepts.
Categories: Business
Tags: 401k, 529s, collegeeducation, finances, financialeducation, financialplanning, financialservices, investing, ira, iras, personalfinance, Retirement, rollovers, savings, wallstreet, wealthmanagement