Workaholism is an addiction that can cause serious harm in our lives, such as neglected relationships, compromised mental and physical healt

Today we are excited to chat with Todd Brand, chief executive officer and president of Brand Asset Management Group, Inc. Todd is a second

We are excited to be joined by Randy Crabtree, CPA, on the show today. As the co-founder and partner of Tri-Merit Specialty Tax Professional

We are delighted to have Michael Lecours, CFP®, on our show today. Michael is a co-founder of fpPathfinder, an organizational service that e

We are excited to have Jim Stackpool, founder of Certainty Advice Group, on the show today. Jim has been in the industry for over 30 years,

Today we are joined by Zac Larson, CFP®, ChFC®, FIC, founding partner and wealth advisor of IntentGen Financial Partners. Zac is a man of pu

Today we are joined by Colin Exelby, CFP®, a certified financial planner professional with over twenty years of experience providing financi

Today we are joined by Alan Moore, MS, CFP®, co-founder of the XY Planning Network and the CEO of AdvicePay. He is passionate about helping

Today we are joined by Chris Manske, CFP®, president of Manske Wealth Management. Chris has been praised, published, and quoted in the Wall

Today we are joined by Tom Watts, who started his career on the institutional side of Wall Street as an investment banker and sell-side stoc

Today we are joined by Tom Shepard, CEO of Shepard Financial and author of the book Money Isn’t Everything, Everything Is Money. He is the i

On today’s episode we are joined by Ross Lawrence, an awarding winning advisor and owner of White Ember Financial Planning. When he is not i

Today’s guest is Michael Shanahan, CFP®, AIF®, co-founder and managing partner of Overland & Shanahan Wealth Advisors. He’s won numerous ind

As technology continues to move at a rapid pace, every professional is trying to keep up and find ways to utilize that tech to improve the w

The common spot business owners always point to when asked about challenges is letting go and learning to delegate. It’s extremely difficult

It’s easy to talk about work-life balance but it’s much more difficult to back that up with action. Today’s guest is someone who has priorit

Today’s guest, Devin Johnson, would fall into the latter category. Devin is a serial entrepreneur and the current CEO of Kennected, a busine

Today we’re happy to welcome John Middleton, CFA, CFP®, CAIA, AIF® onto the show to discuss his journey in the financial industry and how he

What does success mean to you? Spending time with your family? Growing your business?

How much time do you think you’d save in the day if you had organized and automated systems? On today’s podcast, we speak with the founder o