- Financial Planning
- Financial Organization
- Financial Planning
- Financial Planning
- Financial Organization, Financial Planning
The Dose Episode 4 – Estate Planning with Brad Cohen
On this episode, I have a great conversation with Brad Cohen. Brad is an estate and business planning attorney with…
Why the media wants to scare the sh!t out of you.
Let’s make sure we’re all on the same page with one thing: the media does not care about your financial…
Action items to take during volatile markets
Unless you don’t watch the news, open the newspaper (if you still get one in print), get online, or check…
The Value of Advice
I recently had the opportunity and privilege of sitting down with fellow CFP® and good friend Justin Castelli to “talk…
The Dose Episode 3 – Drs. Antonio Chirumbolo and Matt Geller of NewGradOptometry.com
On this first interview-format episode of The Dose, I have a great conversation with Drs. Antonio Chirumbolo and Matt Gellar…
The Dose Episode 2 – Undressing Financial Services
Welcome to the first full episode of The Dose! For the first episode, the timing of when this was recorded…
The Dose Episode 1 – Welcome to the Dose!
Welcome to the first episode of The Dose! With this being the first episode, you’ll find that this one is pretty concise. My intention with this show is to share with you the following…
Your Pieces
Jigsaw puzzles date back to the eighteenth century (1760s) and originally started as an educational tool. John Spilsbury, an engraver and…
Let’s Define “Planning”
In working with clients for almost 11 years and creating financial plans for almost 100 clients, I’ve learned throughout the…
