Pets are family too, so you might want to include them in your will. Amy Dietz-Graham, from BMO Nesbitt Burns will tell us how. Then, myths about active versus passive investing abound. Todd Schlanger from Vanguard is here to dispel them. And, Church+State CEO Ron Tite is here to tell us about his new book, Think. Do. Say: How To Seize Attention and Build Trust in a Busy, Busy World. Plus, managing the risk of cognitive impairment in your estate plan James Hunter from Echelon Wealth Partners. And, Judy Paradi and Paulette Filion on their book Invest in Her: The Smart Financial Advisor’s Guide to Winning Female Clients in 6 Easy Steps.
Search for Full Episodes and Segments
Recent Posts
- AI Scams Exposed: How Fraudsters Use Deepfakes and What You Can Do to Protect Yourself
- Money After Trauma: Navigating Financial Windfalls with Emotional Intelligence
- The Money Habit: Transform Your Finances Using the Accounts You Already Have
- Money Habits That Work, Trauma-Informed Finance, and Protecting Yourself from AI Scams | Full Episode
- How Artists Make Money and How Money Makes Artists
