MONEY WITHOUT MATH

You can make anything happen!  Just ask blogger and author Carrie Lindsey who wrote the book - Make Anything Happen.  In this episode we talk about her book, how she created a business, and her 60-day budget challenge. Learn what inspires her and why she thinks you can make anything happen at any age.

It’s time to rethink the standard retirement mindset and even the word “retirement.” Denis Wuestman and Joe Casey of Retirement Wisdom join in to discuss the importance of non-financial considerations in preparing for retirement, aka “extreme adulting.” Ignore these aspects and you risk “failing retirement.” Find out how not to fail, and better yet, how to thrive.

What do you get when you put two female financial advisors on a podcast episode?  A lot of FRESH perspective!  Melissa Joy, CFP®, CDFP® shares how her childhood experiences have shaped her work, and why check boxes don’t work when you’re looking for an advisor.

If you have been wanting to talk to your children about the responsibilities and opportunities of wealth, but are not sure where to begin, this podcast is for you!

To help us unpack these important conversations special guest Dr. Richard Orlando, Founder of Legacy Capitals, a firm which provides training, coaching, and consulting on this very topic. He regularly consults with financially successful families around the country on topics including wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy.

Raising a giving family is an important way for physician families to avoid raising entitled children. Interestingly, I’ve found that families who prioritize charitable giving - giving money away - consequently do a good job instilling financial responsibility in their next generation.

Here today we have Lara McElderry, podcast host at Married to Doctors. She’s passionate about helping medical families find more happiness and dispelling the stereotypical “doctor-wife” image and really digging into the hard questions about loneliness, debt, communication, romance, moving, and parenting.

If you are a woman in financial services, you work in finance or are thinking about it, or maybe even are working in another male-dominated field, this show is for you. 

Dorothy Hinchcliff is the Executive Editor of Financial Advisor Magazine and its companion website. FA Magazine is one of the country’s top publications for financial advisors.  Dorothy is also very passionate about her role in FA’s Invest in Women Conference. It is a leading national event about issues specific to female advisors, and it will be going into its fifth year in 2019. 

Make sure you listen to hear what Dorothy's favorite wine is!  Cheers!

One of the themes behind FRESH OFF THE VINE is getting better with time.Did you start 2019 with a vision of what you wanted to accomplish? If not, it’s not too late!Giving yourself the year or life that you want doesn’t happen by hoping for the best; it takes conscious effort. To help us discuss this, we welcome Beth Fitzgerald of Fitzgerald Life Coaching who shares her insights on how to make it happen—and what to do if you get off course. Click here to listen to the podcast, and be sure to follow! .