Jan 25, 2023
Today we're joined by Jamie Milam, a Business Systems Coach/Strategist who helps entrepreneurs reverse-engineer their goals so they can create purposeful plans and strategic systems. In this episode, she shares how you can plan for more accurate goals that lead to more achievable success. If you’re battling overwhelm...
Jan 18, 2023
Congress just passed the massive SECURE Act 2.0 in an effort to help Americans bolster their retirement savings and strengthen their long-term financial security. In this episode, I’ll discuss how it expands upon the original SECURE Act, the purpose of the legislation, and (most importantly) how it might affect you.
Jan 11, 2023
The little things we do throughout life are often not so little as time goes on—they can actually become part of our legacy. In this episode, Patricia Smith Griffin joins the show to share her story and insight on multi-generational legacy, strong female influence, and the importance and influence of small actions...
Jan 4, 2023
Research shows that, for many families, the wealth transition process tends to go awry and cause resentment, fighting, and family breakdown. Passing on wealth is not just about getting financial assets to future generations; it’s also about passing on what you think is important and avoiding damage to your...