Today you're in for a treat. Michael Palumbos joins us to talk about a wide variety of issues. We'll talk about his journey to how he got to this point in his life, how following in the steps of his family has worked out and how he ended up starting a new company. Micahel is the principle of Family Wealth Legacy, a wealth management firm and he also is one of two founders at The Practice Management Blueprint, a consulting and … [Read more...]
98 – 23 Minutes Money Coach Tutorial – Todd Tresidder
Today's guest is Todd Tresidder from Financial Mentor. Todd bills himself as The Money Coach where he helps is clients understand money and how it affects their life. His tag line is Financial Freedom for Smart People and that's what we're going to talk about today......how you can find and enjoy financial freedom as a private business owner. One of the five areas of a sustainable business is having enough profits to support four areas of … [Read more...]
85 – Financial Planning 3.0 – Richard Wagner
The world of financial planning is better off because of Dick Wagner. He's been a thought leader and one of the very early practitioners of the craft. Today we're going to talk about his new book Financial Planning 3.0. You'll learn how the world of financial planning started with products and moved into what's known as life planning. Financial Planning 3.0 takes you past the traditional area of planning and moves into a full liberal arts … [Read more...]
