Latest Episodes
Market Update
Wealth Advisor Jamie Williams and CEO of Capital Market Consultants Barry Mendelson unpack the market from economic shifts to tech and AI trends, sector...
Transparent Mortgage Solutions
Buying a home doesn’t have to be overwhelming. In this episode, Kristina Schnuckel, Wealth Advisor, teams up with mortgage expert Ben Revak from ProVisor,...
Technology Trends and Transformation
How did the pandemic accelerate tech innovation, and what does that mean for businesses today? Join Karen Ellenbecker, Founder & Senior Wealth Advisor, as...
Empty Nesting: Redefining Roles and Relationships
Discover how parents can gracefully transition into the empty nest phase in this episode featuring Corporate Wellness Consultant Jill Butterfield.
Estate Planning: The Role of a Trustee
What does it really mean to be a trustee? Heather Deaton teams up with estate planning attorney Phil Remmers to break it down in...
Mastering Medicare
If Medicare feels confusing or overwhelming, this episode is for you. Jean Range, Senior Wealth Advisor, sits down with Jim Larson, a Licensed Independent...