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

You don’t find too many people that move between the financial and legal professions, but today’s guest did just that. Michael Garry, CFP® a

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

Today we’re spending some time with Mark Willis, CFP®, who has made it his mission to help people think differently about their money and th

Our legacy can be achieved in any number of ways, but our guest today has built a platform and a process to help every parent create a meani

Audio: Video: Subscribe: More About This Episode: Today’s Guest is Sten Morgan, CFP®, ChFC®. Sten founded Legacy Investment Planning by...

Audio: Video: Subscribe: More About This Episode: Mitch Anthony is the author of 17 books for financial advisors, a thought leader, and...

Financial planning goes hand in hand with being a financial advisor, but what about life planning? George Kinder, author, international...