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Welcome to another Intangible Balance Sheet episode from the Wisdom and Wealth Podcast! This week Deborah Bartlett shares her story. Listen in as she shares about growing up in New Mexico, learning to play poker and a challenge of covering her own college costs. She eventually joined Arthur Andersen and found her way into helping integrate technology within their practice. I'm confident you'll be touched by her retelling of attending three funerals which shaped her view of life. Furthermore, she shares how she grappled with the question of 'How Much is Enough?'
Please feel free to like, and share this episode as well as subscribe to our channel!
JOSH KLOOZ, CFP®, MBA
SENIOR WEALTH PLANNER
Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
[email protected]
1780 Hughes Landing | Suite 570
The Woodlands, TX 77380
Music by bensound.com
5
44 ratings
Welcome to another Intangible Balance Sheet episode from the Wisdom and Wealth Podcast! This week Deborah Bartlett shares her story. Listen in as she shares about growing up in New Mexico, learning to play poker and a challenge of covering her own college costs. She eventually joined Arthur Andersen and found her way into helping integrate technology within their practice. I'm confident you'll be touched by her retelling of attending three funerals which shaped her view of life. Furthermore, she shares how she grappled with the question of 'How Much is Enough?'
Please feel free to like, and share this episode as well as subscribe to our channel!
JOSH KLOOZ, CFP®, MBA
SENIOR WEALTH PLANNER
Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
[email protected]
1780 Hughes Landing | Suite 570
The Woodlands, TX 77380
Music by bensound.com
772 Listeners