by Bruce Sellery | Jun 25, 2025 | Podcasts, Specific Segments
So how can financial advisors better serve their female clients. Cary Carbonaro is an author and certified financial planner. She joins us to talk about her book “Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune”. Find out more at...
by Bruce Sellery | Jun 25, 2025 | Podcasts, Specific Segments
Artificial intelligence is becoming more and more common in everyday life. Payment networks like Visa and Mastercard are turning to AI technologies, like AI agents, to shop for you and actually “buy” things for you. Tor Constantino, a writer for Forbes, joins us to...
by Bruce Sellery | Jun 25, 2025 | Podcasts, Specific Segments
Dealing with dementia. When you think of the financial cost of dementia, you might think of all the things you’d go through “after diagnosis”–like the time off work, and treatment that’s not covered. This can all add up. Luke Yoquinto, researcher at the MIT AgeLab...
by Bruce Sellery | Jun 25, 2025 | Podcasts, Specific Segments
Whether it’s a prize you’ve won, an inheritance, or you recently sold a business, what happens with these huge financial gains. Julia Chung, certified financial planner and CEO of Spring Planning, joins us to take us through what you should do and things you should...
by Bruce Sellery | Jun 24, 2025 | Full Episodes, Podcasts
People fantasize about winning the lottery or receiving a massive, surprise inheritance. It does happen, more than you might think. So, what do you do to ensure you make a solid financial plan for your windfall? Julia Chung, certified financial planner and the...
