Guest: Katherine Dumeer

Topics include:

1. Financial lessons growing up
2. Current thoughts on money 
3. Decision to change jobs 
4. Saving, spending and splurging

Guest: Rosemarie Fischer, Estate Planning Attorney, Mother, Business Co-owner

Topics include:

1. Book reviews
2. Impactful favorites
3. Business recommendations

Guests: Courtney & Paul Leones, Millennial couple

Topics include: 

1. Millennial spending, dreams, and concerns
2. Early lesson: pay yourself first
3. Establishing good habits
4. Successes and mistakes along the way

Guest: Marcia LaReau, Career Strategist at Forward Motion Careers

Topics include:

1. Who are Millennials
2. What is the negative reputation
3. Technology with the millennials
4. Misconceptions
5. Motivators; student debt
6. Millennials being misunderstood
    

Guest: Dr. Bridget Cooper, Executive Coach & Leadership Consultant

Topics include:

1. Financial Goal setting
2. Prioritization;
3. Focus;
4. Expression of values;
5. How someone spends their time and money is very telling;
6. Decisions you make are related to control and safety;
7. How to set up goals for achievement, including buy in from key players

Guest: Marcia LaReau

Everyday Interview Series

Topics include:

1. Global Jobs Crisis
2. Millennials dominating the workforce
3. The long-term strategic career plan
4. Networking and collaboration
5. Preparing for the workforce

The Four Stages:

1. Pre-Retirement
2. Early Retirement
3. Final Retirement
4. Full Retirement

Topics include:

• 7 Complex issues to consider; 
• Planning for the long-term; 
• Preparing for change

“A good strategy for approaching and preparing for retirement is through a well-executed long-term plan.” - Chris Calandra

Guest: Marianne Esposito

Topics include: 

1. Marianne's background and career path
2. Experience as a female executive
3. How to retire at a young age
4. Rules for managing money
5. Advice, financial goals, mistakes, splurging

Core Values include: 

• Partnership
• Integrity
• Accountability
• Innovation
• Balanced

Topics include

1. Who we are and what we do
2. How our core values shape our everyday operations
3. How you can create your own core values to optimize success