by Bruce Sellery | Feb 10, 2021 | Podcasts, Specific Segments
We talk to David Wells, founder of Family Capital Strategy about how the ultra-wealthy are engaging in social causes to help make the world a better place. Connect with David on Twitter.
by Bruce Sellery | Feb 10, 2021 | Podcasts, Specific Segments
As part of our financial blogger spotlight, we focus on Robb Engen and his blog, Boomer & Echo. Connect with Robb and his blog on Twitter and Facebook.
by Bruce Sellery | Feb 10, 2021 | Podcasts, Specific Segments
We talk to Afterword co-founder, Effie Anolik, about how their service is to help clients plan a customized, virtual experience for loved ones who have passed away. Follow Afterword on Facebook.
by Bruce Sellery | Feb 10, 2021 | Podcasts, Specific Segments
We talk to New York Times “Your Money” columnist, Ron Lieber, about his new book “The Price You Pay For College” and the hope that you will earn more money then post-secondary will cost. Connect with Ron on Twitter.
by Bruce Sellery | Feb 3, 2021 | Podcasts, Specific Segments
We talk to the CEO and founder of the CARL app, Gunnar Cuevas, about how their new app makes quantitative hedge funds more accessible for regular investors. Follow CARL on Twitter.
by Bruce Sellery | Feb 3, 2021 | Podcasts, Specific Segments
We talk to Rob Townsend, CEO of Camber, about their new tool called the Camber Dashboard which aims to help people better visualize their finances. Follow Camber on Linkedin, Facebook and Instagram. Connect with Rob on Linkedin and Twitter.