by Bruce Sellery | Feb 12, 2025 | Podcasts, Specific Segments
Estate plans can include values, wisdom, and memories an not just money. LegacyNex is a service that helps people document these things. To take us through how it works we have the founder, Elena Iacono, join us. Find out more at legacynex.com and connect on LinkedIn...
by Bruce Sellery | Feb 12, 2025 | Podcasts, Specific Segments
Everyday people ask themselves, should I rent or buy when it comes to finding a place to live but what about a shovel. Well nowadays you can rent just about anything. Carolyn McClanahan, a certified financial planner and founder of Life Planning Partners, joins us to...
by Bruce Sellery | Feb 12, 2025 | Podcasts, Specific Segments
While it is popular for students to take ‘gap years’ after high school or after university, adults are now taking ‘gap years’ well into their careers. We talk to Jillian Johnsrud, who has taken a number of these breaks, to share with us on how we can do this. Find out...
by Bruce Sellery | Feb 11, 2025 | Full Episodes, Podcasts
Imagine taking a year off work, by choice, and long before your retirement. Jillian Johnsrud, a coach who helps people take career breaks, tells us how to prepare financially. Then, the rise of the “renting” economy. Carolyn McClanahan, certified financial planner...
by Bruce Sellery | Feb 5, 2025 | Podcasts, Specific Segments
If you are looking to access your home’s equity you may have heard of reverse mortgages or home equity loans. Now there is another option. Shael Weinreb, CEO of The Home Equity Partners, joins us to talk about Home Equity Sharing Agreement and how it works. Find out...
