Dec 31, 2021
Today, Stephanie and Kevin offer a unique perspective on the show by diving deep into their own backgrounds as financial planners.
The two kick things off with a brief history of their first jobs before reflecting on their first ever roles in the financial services industry.
Then, Stephanie discusses the inspiration...
Dec 16, 2021
Trusts.
What the heck are they and why might it be a good idea for you to have one?
Most people believe that trusts are this elusive thing reserved for the uber-wealthy…
…or have only heard of it as being a sort of plot device in a movie or murder mystery.
Joining us today is attorney Shannon Evans, a...
Nov 23, 2021
You did it. You made the leap.
You left behind that corporate 9-to-5, the micromanaging boss, the freeloading coworker...
Now, you’ve started your own thing. You have endless potential. The world is your oyster. You can do what you’ve always dreamed of.
It’s a dream many of us are striving for. But, it’s...
Oct 30, 2021
“How much money should I have in the bank?”
It’s a question that Stephanie and Kevin hear on a very regular basis.
No doubt about it: it’s important to have cash on hand; but, with a well-thought-out financial plan, you can really start to make cash work for you.
Listen in as Stephanie and Kevin invite...
Oct 15, 2021
Today’s guest is Dr. Barbara Provost, a business coach, professor, and entrepreneur with a Doctorate in Adult and Higher Education. She has a long history as a consultant in the financial services sector.
Dr. Barb has taken her expertise into her latest venture, Purse Strings, which offers free financial education...