The Society of Advice Podcast celebrates the lives and work of people all over the world who give advice for a living.
How I dealt with failure with Jeremy Walter, CERTIFIED FINANCIAL PLANNER.
My most passionate declaration of the Fellowship with Paula Harris, Co-founder and principal.
My most passionate declaration of the Fellowship with Heather Hooper, Chief Retirement Officer/Fiduciary Plan Advisor (aka retirement nerd).
My unfair advantage with Valerio de Stasio, Founder & Senior Partner at Meridian - RIA.
The work of a Real Financial Planner with Jose Sanchez, CFP®, Financial Planner.
My unfair advantage with Stacey Hyde, CFP, CFA, CPA.
My favorite moment with a client with John Posey, Financial Planner
One thing I do to make myself more resilient and harder to kill with Christy Raines, CFP®.
Why I choose to be a financial planner with Russ Thornton, Retirement Planning for Women (and their families) aged 55+.
One thing I do to make myself more resilient and harder to kill with Anna N'Jie-Konte, Founder.