Latest Episodes
152
2-20-21 – Melinda Stuart - Downsizing & Senior Moving Services
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Melinda Stuart, Owner of Smart Moves and Certified Senior Moves Manager, to discuss downsizing,...
151
2-07-21 – Rachel LaMantia - Bookkeeping for Small Businesses
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about the CARES Act and how these changes...
150
2-06-21 – Bruce Nemovitz - Current Real Estate Market
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current...
149
1-24-21 – Jamie Shibley - Expressing Gratitude
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jamie Shibley, CEO and Founding Partner of The Expressory, about different ways that businesses can...
148
1-23-21 – Andrea Scott Brown - Audacious Path - M.O.N.E.Y. Course
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rev. Andrea Scott Brown, MBA, CEC, founder and creator of the Audacious Path Program, about...
147
1-10-21 - Alex Moehn - Benefits of Running
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Alex Moehn, founder of the podcast - Cream City Pacers, about how running can be...