by Bruce Sellery | Feb 3, 2021 | Podcasts, Specific Segments
We talk to the CEO of the ChatC Group, Jennifer Etchegary, about what is a chatbot and how they work in financial services. Follow the ChatC Group on Twitter, Facebook and Instagram.
by Bruce Sellery | Feb 3, 2021 | Podcasts, Specific Segments
We talk to Keisha Telfer, co-founder of Transition Realty, about if downsizing during a pandemic for baby boomers and empty nesters. Follow Transition Realty on Facebook and Linkedin.
by Bruce Sellery | Feb 3, 2021 | Podcasts, Specific Segments
We talk to Jay Jacobs, Head of Research & Strategy at Global X, about what thematic ETFs are and why they should be on your radar. Connect with Jay on Twitter.
by Bruce Sellery | Jan 27, 2021 | Podcasts, Specific Segments
We talk to Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, about his new book Everything You Need To Know About Saving For Retirement and the 20 most important financial laws to live by. Find out more about Ben at his site, A...
by Bruce Sellery | Jan 27, 2021 | Podcasts, Specific Segments
We talk to Robyn Thompson, Certified Financial Planner and president of Castlemark Wealth Managment, about her three key principles to follow when navigating a pandemic divorce. Connect with Robyn on Instagram and Facebook and follow Castlemark Wealth Management on...
by Bruce Sellery | Jan 27, 2021 | Podcasts, Specific Segments
Does money cause you stress and anxiety? Financial therapist, Erika Wasserman gives us her tips on how to manage your financial wellness. Connect with Erika on Instagram and Facebook.
