If the capital markets have you concerned, today’s episode of Money & Meaning can help. In this precursor to our January 24 investment review webinar, Jeff provides some perspective as he discusses the risks and opportunities ahead, the value of a sound investment strategy, and how investors can prepare heading into the New Year.
Unpacking Reverse Mortgages: Myths, Benefits, and Strategic Uses with Gabrielle Welter
Evidence-Based Investing with Larry Swedroe
Finding Purpose Beyond Financial Success with Paul Ollinger
Navigating Longevity and Place Planning for a Fulfilling Second Half 📌 with Guest Ryan Frederick
In the Zone 🧘♂️ Harnessing Flow in Financial Advising with Dr. Jordan Hutchison
Mapping Joy 🗺️ A Conversation on Travel, Career, and Embracing Life with Guest Rachael Levine
Love, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather Boneparth
Investment Insights 🗣️ A Conversation with Ben Felix, Co-Host the Rational Reminder Podcast
The Year-End Positive Focus: Finding Optimism Amidst Challenges
Year-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy
Navigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative Space
A Deep Dive into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund Advisors
Embracing an Investment Philosophy: Guiding Your Journey with Rationality and Resilience
From the Navy to Consultancy: Navigating Meaning and Success in your Second Act with guest Bruce Johnsen
Unlocking the Wisdom of the Dying: 8 Regrets of the Dying and 5 Keys to Living and Dying Regret-Free with Dr. Allen Hunt
Build A Portfolio That Assumes the Market is ”Right” with guest PWL Capital’s Cameron Passmore
Maximizing Social Security Benefits: Special guest Alicia Lipscomb shares her expertise to help navigate the program
How to Achieve ”Funded Contentment” in Your Life with guest Brian Portnoy
How to Create Significance in Your Second Half with guest Dick Gygi, Founding Partner of FUEL
Why Should I Care About the Medicare Annual Election Period? with Special Guest Chase Carey
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