02-2-20 - Melissa Tosetti - The Savvy Life

Episode 91 February 03, 2020 00:40:59
02-2-20 - Melissa Tosetti - The Savvy Life
Money Sense
02-2-20 - Melissa Tosetti - The Savvy Life

Feb 03 2020 | 00:40:59

/

Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

Show Notes

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from a lifestyle perspective, helping you to build a strong financial foundation while enjoying the journey.

Other Episodes

Episode

November 11, 2023 00:42:54
Episode Cover

Fourth Quarter Market Update with Dick Schiller

Jamie Williams, CFP®, Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the current state of the markets....

Listen

Episode 59

May 21, 2019 00:42:08
Episode Cover

4-28-19 - Anne Mank - The Basics of Finances

Anne Mank, CPA, CFP®, EIG Wealth Advisor discusses the different pieces that make up your portfolio and clarify how they all work together. She...

Listen

Episode 80

October 14, 2019 00:41:57
Episode Cover

10-12-19 - Sara Reed - Career Changes

Anne Mank, CFP®, EIG Wealth Advisor, talks with Sara Reed, Founder of Moonstone Coaching and Consulting about creating and maintaining personal and financial wellness...

Listen