by Kristin Beane | Jul 14, 2023 | Consumer News, FPANE News, Home Page Features
This week, we talk with Ric Edelman about Cryptocurrency & Digital Assets. The questions abound: Is it safe? Who should and shouldn’t own it? How much for a client’s portfolio? How do I deal with the logistics of ownership, rebalancing, digital wallets, and...
by Kristin Beane | Jul 13, 2023 | Consumer News, FPANE News, Home Page Features
As a financial professional, are you working in your business, or are you working on your business? Today we are joined again by renowned professional coach and author, Duncan McPherson. Chapter Past Presidents Brad Wright & Chris Boyd discuss with Duncan some...
by Kristin Beane | Jul 1, 2023 | Consumer News, FPANE News, Home Page Features
With more than $47M American retirees, and 10,000 BabyBoomers reaching retirement age every day … let’s talk RETIREMENT. Join our guest, Bob Powell, renowned Retirement columnist for USA Today & MarketWatch, publisher/editor of The Street’s Retirement Daily,...
by Kristin Beane | Jul 1, 2023 | Consumer News, FPANE News, Home Page Features
Kathleen and Jeff speak with Dr. Sarah Fallaw. Sarah is a psychologist, researcher, and founder-president of DataPoints, the first behavioral assessment company for financial services. DataPoints uses tools that pinpoint financial attitudes, wealth-building behaviors,...
by Kristin Beane | Jun 3, 2023 | Consumer News, FPANE News, Home Page Features
On this episode of the Wicked Pissah Podcast we speak with Brooklyn Brock, founder of Ellevate Advisors. Brooklyn is a Certified Financial Planner™ practitioner who provides financial planning services to a unique set of clients – other financial planners. Brooklyn is...
by Kristin Beane | Jun 2, 2023 | Consumer News, FPANE News, Home Page Features
On this episode of the Wicked Pissah Podcast we are joined by representatives from Dimensional Fund Advisors, Althea Trevor and Dillon Hewitt-Castillo. During our conversation with Althea and Dillon we learn about Dimensional’s investment philosophy, strategy, and the...
