Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)

Rejoignez Mike et Maddie pour simplifier la planification financière et l'investissement. Recevez des conseils sur des concepts clés et écoutez des leaders locaux.

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Apr 17, 2025

Ep. 50 Financial Market Recap with Mike Then Employee Spotlight on Amy Garry

S1 E50 • 15 mins

Apr 3, 2025

Ep. 49 The Psychology of Financial Wellness: A Conversation with Dr. Emily Koochel

S1 E49 • 44 mins

Mar 20, 2025

Ep. 48 Investing Smarter: Strategies for Long-Term Success with Apollo Lupescu

S1 E48 • 61 mins

Mar 6, 2025

Ep. 47 Roth IRA vs. Traditional IRA: Is a Conversion Right for You? Then joined by Tim and Suzanne from T. Foster & Co.

S1 E47 • 49 mins

Feb 20, 2025

Ep. 46 Retirement Spending Fears: Why Even Wealthy Retirees Hold Back

S1 E46 • 17 mins