Jun 29, 2022
Anne Stulpin, VP at Professional Mortgage Advisors, helps her clients go out and get the best rates for their unique needs. In this episode, she weighs in on the refinance market and the changes in current mortgage rates, sharing her valuable perspective based on previous market changes and the process of shopping for a...
Jun 22, 2022
Dorothy Hinchcliff is the publisher and CEO of Rethinking65, a digital media company designed for advisors to help clients live well and with purpose. She previously held managing editor and executive editor positions at Financial Advisor magazine and was the architect of FA’s Invest in Women conference. Today Dorothy...
Jun 15, 2022
Divorce is tough at any stage in life, and discussing this topic generally makes people feel uneasy. However, not talking about the financial issues that come along with divorce—especially when you’re divorcing later in life and have to think about retirement—can create even more discomfort. So, in this episode, I...
Jun 8, 2022
Helping her clients with all of their wardrobe needs, whether business or casual, Kristen Bechtel loves the work she does. As an image consultant for Tom James, she saves professionals and business owners time by identifying and building a unique wardrobe that suits their lifestyle. Today Kristen joins the show to...
Jun 1, 2022
Anyone working within the financial industry knows the inevitability of a market downturn. Recently, the market seems to have been moving in an increasingly downward spiral, but this should not be cause for panic—and it should certainly not be cause for you to abandon the markets. So, in this episode, I am going to...