Shows
Smart Money ConversationsSeason 2 Episode 1 - Why Transparent Financial Advice Matters with Sara GrilloIn the Season 2 premiere of Smart Money Conversations, host Brett Croft sits down with Sara Grillo, CFA—financial advisor marketing consultant and founder of the Transparent Advisor Movement—to discuss her unconventional career path, her advocacy for advice-only and flat-fee financial planning, and how transparency and ethical alignment are reshaping the advisory industry. The conversation blends personal history, industry critique, and practical guidance for both advisors and clients navigating today’s evolving financial landscape.Find Sara here: www.saragrillo.comAsk us a question: info@brettcroft.comWebsite: www.cr...
2026-02-0653 minSmart Money ConversationsEpisode 21 – Season One Finale: Bill Bengen on A Richer Retirement and the Future of Safe Withdrawal RatesTo close out Season One of SMC, Brett and Chris sit down with a true legend in retirement planning — Bill Bengen, the creator of the original 4% rule and author of the new book A Richer Retirement. Bill’s research reshaped how advisors and retirees think about generating income from portfolios. But retirement planning has evolved, and so has his thinking. In this conversation, Brett and Bill go beyond the headline rule of thumb and explore what actually creates a secure, flexible, and meaningful retirement today. They discuss: How Bill’s latest research updates t...
2026-01-261h 14Smart Money ConversationsEpisode 20- Wealth Audits, The ABC's of Trusts, and Changing Your State Residency: Part 2 of our conversation with Alex Popovich, JD, LLMIn Episode 20, we welcome back Alexander M. Popovich, JD, LLM, Principal and Founder of Planning Advisory Services, LLC, and a seasoned expert in tax, trusts, and estate planning for high-net-worth families. Building on his previous appearance, Alex tackles our questions and dives into three essential topics: conducting effective wealth audits to identify gaps in your current plan, breaking down the ABC's of trusts (from revocable living trusts to advanced structures like A/B trusts), and critical considerations when changing residency to another state—including impacts on estate taxes, document validity, probate rules, and domicile planning. Packed with practical strategies an...
2026-01-151h 58Smart Money ConversationsEpisode 19: Shifting to Conservative – Market Timing or Long-Term Strategy?In this episode, co-host Chris Tabish opens up about his growing urge to pull money out of the stock market and adopt a more conservative approach. What starts as a discussion on potential market timing evolves into a deeper reflection on whether this is truly a tactical move or a fundamental strategic shift in his investment philosophy.We also dive into Warren Buffett's famous 10-year wager against hedge fund manager Ted Seides of Protégé Partners – the bet that a simple S&P 500 index fund would outperform a selection of elite hedge funds (after fees). Spoiler: Buffett won...
2026-01-091h 31Smart Money ConversationsEpisode 18: The First Door: How a New Investor Bought His First Multifamily.In this episode, co-host Chris Tabish—a Silicon Valley management consultant, author of Comediology: Be More Effective and Fulfilled in Business With Comedy, speaker, and stand-up comedian—steps into the spotlight to share his real-world process for acquiring his very first multifamily property in 2025. As a complete newcomer to the multifamily real estate space, Chris walks listeners through every step: spotting the opportunity, tackling financing, conducting due diligence, negotiating the deal, and closing.With his fresh perspective and honest reflections, Chris offers practical tips, key lessons learned, and insights on building a team, overcoming beginner hurdles, and what...
2025-12-291h 18
Everything Goes In Real LifeEp. 16 - Chattin with my Neighbor (ft. Cierra)Episode 16 is here(and it’s a long one!!), and we’re closing out 2025 the only way we know how; real, honest, and a little unhinged. I’m joined by my neighbor Cierra for a candid conversation about marriage, relationships, and the stuff people don’t always say out loud. We also get into Tales from the Internet, reading and reacting to wild Reddit stories that definitely took a few turns. No edits, no filters, just real life in real time. Thanks for rocking with us this year. Everything Goes in Real Life, always.
Guest: Cierra
Instagram: @ctfa_photography | @frost_her_flak
2025-12-271h 42Smart Money ConversationsEpisode 17: Retiring on His Own Terms: Tech Exec Randy Von Feldt Gets Candid About Crunching the Numbers, Stand-Up Comedy, and Life After the Corner Office.In Episode 17, we chat with recently retired tech executive Randy Von Feldt, who pulls no punches about what it really takes to walk away from a high-powered career. Randy breaks down the financial realities of retirement – running the numbers, stress-testing the plan, and making sure it all adds up before pulling the trigger.He also shares how open and ongoing communication with his wife was absolutely key to making the transition work for both of them. On top of that, Randy talks about amateur stand-up comedy as a retirement hobby and finding unexpected fulfillment in quietly supporting ot...
2025-12-171h 27Smart Money ConversationsEpisode 16 —The Generous Are Wealthy: Dr. Jacob Liberman on Purpose, Presence & True AbundanceIn this episode, we sit down with Dr. Jacob Liberman, a pioneering voice in the fields of light, vision, and consciousness, and recipient of the 2019 International Light Association’s Frances McManemin Award for Achievement in Light Medicine. Building on his lifelong exploration of light as the guiding intelligence of our lives, Dr. Liberman shares practical and profound wisdom on cultivating contentment, fulfillment, and a deeper sense of purpose.We explore what true wealth means—far beyond money—through the gifts we offer others: our love, time, help, and encouragement. As Dr. Liberman reminds us, “y...
2025-12-031h 34Smart Money ConversationsEpisode 15: Adding Real Estate to your Portfolio with Adam Cohen.In this episode, we hear from Adam Cohen, CFA, founder of Complement Real Estate Advisors, LLC a firm specializing in real estate advising for high-net-worth families and businesses . We discuss the why, how, and when adding real estate to your portfolio makes sense. Adam touches on the appropriate use of leverage, why owning direct real estate can be a unique experience, and be sure and listen to the end where Adam tells us what advice he would give to his own kids about buying their first property. Find Adam here:Website: https...
2025-10-141h 10Smart Money ConversationsEpisode 14: We Answer Listener Questions on Annuities, Discuss Advance Directives, Asset Allocation, and a Powerful Retirement Inflation Hedge.Listen to episode 14 where we answer a listener's question on annuities (the darker side), discuss the importance of healthcare advance directives (aka healthcare proxy or healthcare power of attorney) and where to access free forms for all 50 states. We also tell you how to think about asset allocation, what is the real risk investors face during a 30 + year retirement, and an effective inflation hedge for retirees to consider for their portfolio.Send us a questions at: info@brettcroft.comWebsite: www.croftfinancialplanning.com
2025-10-081h 02
AI PodcastUL-UNAS：面向实时语音增强的超轻量级U-Net与网络架构搜索之旅欢迎收听《AI电台FM - 科技频道》，本期节目我们将深入探讨一篇关于“通过网络架构搜索实现实时语音增强的超轻量级U-Net模型”的创新研究。我们将揭示UL-UNAS如何在极低的计算资源下，实现卓越的语音增强效果，并探讨其核心技术：高效卷积块、新型激活函数APReLU、因果时频注意力cTFA以及神经网络架构搜索的奥秘。本研究不仅超越了现有超轻量级模型，更与资源密集型基线模型性能媲美，为边缘设备的实时语音增强提供了强大的解决方案。
2025-10-0312 minSmart Money ConversationsEpisode 13: Avoid Costly Planning Mistakes with Alex PopovichIn this episode we hear from Alexander M. Popovich, JD, LLM, Principal and Founder of Planning Advisory Services, LLC, a consulting firm specializing in tax, estate, and legal advisory planning for high-net-worth families and businesses.Alex leads an in depth discussion of good planning gone bad: , unfunded trusts, not documenting gifts correctly, unintentional gaps in insurance coverage, tax return mishaps, correct use and registration of LLC's , and more. Be sure to listen to the end where Alex handles how to talk to loved ones about your estate plan and when.Website: www...
2025-09-231h 18Smart Money ConversationsEpisode 12:We Answer Listener Questions about Stocks, How to Save, Selling a Primary Residence, Medicare and moreListen to episode 12 as we answer listener questions about stocks, CD's, risk, how to get started saving, and we discuss long term investment returns. We also recap our discussion of Medicare.
2025-09-181h 07Smart Money ConversationsEpisode 11: We Discuss All Things Medicare with Maura Carley from Healthcare NavigationMaura Carley from Healthcare Navigation joins us for a very informative chat about signing up for Medicare. She also discusses the difference between traditional Medicare, Medicare Advantage, and Medigap Plans and t hings to watch out for and be aware of. Did you know that during initial Medicare enrollment, some of the choices you make could be for life? For instance, in 47 states, you are only guaranteed eligible for a Medicare Supplemental plan during the first 6 months of enrollment.
2025-09-1159 minSmart Money ConversationsEpisode 10: Thinking About Risk, Options for Handling Concentrated Stock Positions, Exchange FundsIn episode 10, Brett Croft guides clients on managing portfolio risk, focusing on strategies for concentrated stock positions, such as exchange funds to diversify without triggering capital gains taxes. He discusses balancing risk and other diversification methods like charitable trusts. Tune in for actionable insights to optimize wealth and reduce single-stock exposure.Send us a question to: info@brettcroft.comWebsite: www.croftfinancialplanning.com
2025-08-2859 minSmart Money ConversationsEpisode 9: Estate Planning: Wills, Trusts, Power of Attorney, Healthcare ProxyIn episode 9, Brett Croft guides clients through essential estate planning tools to preserve wealth, including wills, revocable trusts, durable power of attorney, and healthcare proxies. He explains how these documents secure assets and minimize taxes. Tune in for clear strategies to ensure your legacy aligns with your goals.Send us a question to: info@brettcroft.comWebsite: www.croftfinancialplanning.com
2025-08-2859 minSmart Money ConversationsEpisode 8: Thoughts on Passive Income and Income Tax Minimization StrategiesIn episode 8, Brett Croft shares expert strategies for UHNW clients to generate passive income through investments like passive etfs and real estate, while optimizing tax efficiency. He explores practical methods to minimize income taxes, such as tax-advantaged accounts and deductions, to maximize wealth. Tune in for actionable insights to build sustainable income with minimal tax burden.
2025-08-2859 minSmart Money ConversationsEpisode 7: The Nevada Pension System Ideal, Creating a Retirement Paycheck, Equity CompensationIn Episode 7, Brett Croft examines the Nevada pension system as a model for secure retirement income, offering UHNW clients strategies to create a reliable retirement paycheck using index funds for passive income. He also explores navigating equity compensation (e.g., stock options) to maximize wealth. Tune in for clear, actionable insights to build a robust financial future.
2025-08-2859 minSmart Money ConversationsEpisode 6: Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect PortfolioIn Episode 6 : "Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio," Brett Croft compares index funds (e.g., S&P 500 ETF) to active management, unveiling three DIY portfolios for UHNW clients. He explores crafting the "perfect portfolio" by balancing risk, returns, and simplicity. Tune in for actionable strategies to optimize wealth with transparent, low-cost investing.
2025-08-2859 minSmart Money ConversationsEpisode 5: Thoughts on Debt, Withdrawal Rates, Mindfulness, and Net WorthThoughts on Debt, Withdrawal Rates, Mindfulness, and Net Worth," Brett Croft shares strategies for UHNW clients to manage debt, optimize safe withdrawal rates (e.g., 4% rule ), and align net worth with mindful financial goals. He blends practical insights with mindfulness to balance wealth and well-being. Tune in for clear, actionable advice to enhance financial freedom.
2025-08-2859 minSmart Money ConversationsEpisode 4: How Much is "Enough?"In Episode 4 Brett and Chris explore the concept of "enough" in financial planning, guiding UHNW clients to define sufficiency in wealth and lifestyle. He discusses balancing investments , income, and personal goals to achieve fulfillment without excess. This episode offers actionable insights for financial clarity and contentment.
2025-08-281h 02Smart Money ConversationsEpisode 3: Exit the "Fee Matrix" and Take Control of your InvestmentsExit the forever fee matrix and learn to use low cost broadly diversified index funds for your long term savings.
2025-08-2859 minSmart Money ConversationsEpisode 2: Emotions, UTMA's, and Stay the CourseIn episode 2 we teach you how to keep emotions from overtaking your investment decision making. Use a UTMA to gift assets to minors, stay the course with a long-term investment perspective.Send us a question to: info@brettcroft.comWebsite: www.croftfinancialplanning.com
2025-08-2859 minSmart Money ConversationsEpisode 1: Introduction to the Advice-only model of Financial Education and Advice.What is the real value of a financial advisor? How can I find an advisor that is aligned with my goals and interests? How do I find an advisor with (what Dave Ramsey calls) the "heart of a teacher" ? Find out about the advice-only model for financial advising and why it best and least conflicted of all advising models. Learn how to take control of your financial life and exit the "fee-matrix".Send us a question to: info@brettcroft.comWebsite: www.croftfinancialplanning.com
2025-08-2859 min
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2025-07-2404 min
Teaching Learning Leading K-12Theresa M. Callaghan, PhD - Help! I'm Covered in Adjectives - Cosmetic Claims & the Consumer: Navigating Science, Regulations, and Myths in the Beauty Industry, 2nd Ed. - 769
Theresa M. Callaghan, PhD - Help! I'm Covered in Adjectives - Cosmetic Claims & the Consumer: Navigating Science, Regulations, and Myths in the Beauty Industry, 2nd Ed. This is episode 769 of Teaching Learning Leading K12, an audio podcast.
Theresa M. Callaghan, Ph.D. is a leading biochemist and skincare scientist with over 35 years of experience in international corporate skincare research. She is the author of Help! I’m Covered in Adjectives: Cosmetic Claims & The Consumer – Navigating Science, Regulations, and myths in the Beauty Industry, 2nd Edition. She has also had more than 150 scientific and tech...
2025-06-271h 00
Scale to Sell033- Why Business Owners Need a Tax Planner (Not Just a Preparer) with Blake SchaperSummary: Are you just checking boxes with your taxes? It might be costing you a fortune. In this episode, Steve Burton dives into the crucial difference between tax preparation and tax planning with Blake Schaper, CPA, MST, CTFA, CEO of BrookHaven Family Office. With extensive experience on teams that handle accounts ranging from NFL team owners to budding entrepreneurs, Blake sheds light on the importance of proactive tax strategies for business owners. They discuss the proactive steps to minimize tax liabilities while enhancing overall business value. Blake discusses:
2025-02-2023 min
Ditch the Suits - Your Money, Your LifeUnleashing Clients - EP. 153In this episode, we dive into estate planning with Jessica Blake, a Senior Wealth Manager and Certified Trust and Fiduciary Advisor (CTFA) at S.E.E.D. Planning Group. Jessica shares real-life insights from working with clients every day, shedding light on the critical mistakes people make that can jeopardize their financial legacy.We explore why estate planning is often overlooked, how proper planning can prevent financial disaster, and why working with the right advisor makes all the difference. Jessica and the team discuss how financial planning goes beyond numbers—it’s about creating a life that alig...
2025-02-0428 minDitch the Suits - Your Money, Your LifeUnleashing Clients - EP. 153In this episode, we dive into estate planning with Jessica Blake, a Senior Wealth Manager and Certified Trust and Fiduciary Advisor (CTFA) at S.E.E.D. Planning Group. Jessica shares real-life insights from working with clients every day, shedding light on the critical mistakes people make that can jeopardize their financial legacy.We explore why estate planning is often overlooked, how proper planning can prevent financial disaster, and why working with the right advisor makes all the difference. Jessica and the team discuss how financial planning goes beyond numbers—it’s about creating a life that alig...
2025-02-0428 min
Ditch the Suits - Your Money, Your LifeThe Unleashed Fiduciary - EP. 152This episode of the Ditch the Suits focuses on the critical importance of estate planning and the common mistakes people make in this area. Travis and Steve welcome Jessica Blake, a Senior Wealth Manager and Certified Trust & Fiduciary Advisor (CTFA) from S.E.E.D. Planning Group, with extensive experience in estate planning, to share her insights. They discuss what constitutes an adequate estate plan and debunk the misconception that it's merely about having a will or life insurance. Jessica emphasizes the value of understanding the intricacies of estate planning, including tax implications and the...
2025-01-2833 minDitch the Suits - Your Money, Your LifeThe Unleashed Fiduciary - EP. 152This episode of the Ditch the Suits focuses on the critical importance of estate planning and the common mistakes people make in this area. Travis and Steve welcome Jessica Blake, a Senior Wealth Manager and Certified Trust & Fiduciary Advisor (CTFA) from S.E.E.D. Planning Group, with extensive experience in estate planning, to share her insights. They discuss what constitutes an adequate estate plan and debunk the misconception that it's merely about having a will or life insurance. Jessica emphasizes the value of understanding the intricacies of estate planning, including tax implications and the...
2025-01-2833 min
The Advisors Edge PodcastEp 006 - Discover the Hidden Secret to Trust Services: How FiPar Financial Is Helping RIAs Boost Client Retention, Revenue and Profits - feat. Bob and MarkWelcome to the Advisors Edge Podcast! In this exciting episode, host Rob Jacomen and co-host Chad Ramberg sit down with industry veterans Bob Fletcher and Mark Clemons from FiPar Financial. With decades of experience in the trust services industry, Bob and Mark share their insights on how FiPar is revolutionizing the way Registered Investment Advisors (RIAs) can offer Trust Services to their clients.Join us as we dive into:✅ The unique challenges faced by Trust Departments and how FiPar helps mitigate risks.✅ The growing interest among RIAs to incorporate Trust services and th...
2024-11-201h 05
Eyes Wide Open with Nick ThompsonReality Check: Shocking Love is Blind Experience Exposed with Matthew DubilaIn this eye-opening episode, Matthew Dubila, a standout cast member from Love is Blind, takes us behind the scenes to share his experience on the hit reality show. Matthew opens up about the intense pressure and manipulation tactics employed by producers, shedding light on the often unseen reality of reality TV. He reveals how the lack of control over the editing process and the show's unrealistic environment can distort contestants' true personalities and intentions. Nick and Matthew delve into the high-stakes world of Love is Blind, discussing the challenges of making life-changing decisions under the w...
2024-05-281h 20
Estate Planning Nightmares.....and how to avoid them!Michael A. Porter, JD, CTFA, AEP®-"Premonitions and Pitfalls: Tales of Preparedness and Peril in Estate Planning"On this episode of Estate Planning Nightmares…..and how to avoid them! I am joined by attorney Michael Porter. Mike shares the story of a prepared man who has a premonition which becomes reality. And the story of an individual with over 550 individual investments, who was not prepared! You’ve got to hear these stories!
Mike is the Founder and CEO of Faith Mountain Legacy Services in Spearfish, South Dakota.
He is a distinguished legal mind with a rich tapestry of experience spanning over three decades. Admitted to practice in the courts of t...
2024-04-0237 min
AARP Washington State PodcastCaring For Caregivers - Financial Strategies for Care Join our state director Marguerite Ro for a deep dive on managing finances for caregiving with Rachelle Czaplinski, CTFA, Senior Trust Officer at BECU. From savings options to choosing the right financial advisor and exploring diverse investment accounts, Rachel covers what you need to know. Saving Strategies for Caregivers: Discover smart ways to build a financial cushion to handle the various aspects of caregiving. Selecting the Right Financial Advisor: Understand the key factors to consider when choosing a financial advisor tailored to your caregiving needs. Exploring Different Investment Accounts: Delve into the world of investment accounts suited for caregiving scenarios...
2024-01-1329 min
Money TalesChoosing to be Happy, with Marguerite LorenzIn this episode of Money Tales, our guest is Marguerite C. Lorenz, CTFA, CLPF. Marguerite has navigated many challenges in her life. One occurred in October 2007 when her home, along with over 100 others in her neighborhood, burned to the ground. Marguerite and her two children, who were in middle school at the time, lost everything. This included some objects, that they didn’t realize until later, attached them to certain family memories. There were two strong forces that helped Marguerite’s family at the time. First was a loving community that came together to provide for them. And the seco...
2023-11-0237 minMoney TalesChoosing to be Happy, with Marguerite LorenzIn this episode of Money Tales, our guest is Marguerite C. Lorenz, CTFA, CLPF. Marguerite has navigated many challenges in her life. One occurred in October 2007 when her home, along with over 100 others in her neighborhood, burned to the ground. Marguerite and her two children, who were in middle school at the time, lost everything. This included some objects, that they didn’t realize until later, attached them to certain family memories. There were two strong forces that helped Marguerite’s family at the time. First was a loving community that came together to provide for them. And the seco...
2023-11-0237 min
Doc 2 Doc: An IMS PodcastNavigating the Money Maze with Ashlee ViereggerIn this episode of the podcast, we sit down with Foster Group Lead Advisor Ashlee Vieregger, JD, CFP, CTFA to discuss best practices for financial planning at all stages of our members' medical education and physician career.Thank you to our podcast sponsor: Foster Group
2023-10-1652 min
The Wise Investor Show®Secure Act 2.0: Lesser Known Implications for Investors Gregory S. Smith, CFP®, ChFC®, CPWA®, CTFA covers the nuances of the Secure Act 2.0 legislation including impacts on inherited IRAs, 529 plans, qualified charitable distributions, and required minimum distributions. Discussing how the changes like higher QCD limits, conversion of 529 funds to Roth IRAs and a pushed-back RMD age can benefit savers through strategies like Roth conversions, social security claiming and tax planning. The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond James and Associates, Inc., The Wise Investor Group, or their respective affil...
2023-07-2930 min
The Retirement DetectiveCracking the Code of Financial Advisor DesignationsEpisode 19: Cracking the Code of Financial Advisor Designations In this episode of The Retirement Detective Podcast, I dive into the varying levels of rigor among financial advisor designations. With over 200 different designations being "claimed" out there, not all of them are created equally. Some designations are extremely rigorous and take years to complete, while others may only require a short test after a short webinar. I stress the importance of investors understanding what these designations mean and assessing whether they are satisfied with their advisor's designation. In this episode, we walk listeners through some of th...
2023-06-0828 min
Leadership EvolutionKnowing The Why with Ashley GoldsboroughAshley Goldsborough is a very determined woman with the drive and motivation to get things done. With all of the feelings that came along with the covid pandemic, she was able to see more clearly what was most important in her life. Realizing that she had outgrown her long-term role in banking, she landed a new role with The Family Heritage Trust Company that fit her much better, yet also came with more management and leadership responsibilities. Ashley has a huge heart and a gift for giving back to her community. Growing up, she watched bo...
2023-05-0426 min
Revolutionize Your Retirement RadioRetirement Planning Essentials with Dorian Mintzer and David HollandMany financial products and services are available in today's marketplace for investors and retirees. While investing can be exciting, addressing and getting "the basics" right is essential. During his fast-paced and multi-faceted presentation, David Holland will share his practical insights from 20+ years of advising and planning for individuals and families.In this episode, you'll discover:Emergency Funds (How Much and Where to Keep)Debt (How to Manage During Retirement)Long-term Care (A Critical Look at the Funding Options)Income (How to Create Diversified, Reliable Sources)Investing (How to Prepare for the Next Market Correction)Taxes (How...
2023-04-171h 19
The Intangible Balance Sheet PodcastEpisode 45: Healthcare Power of Attorney Part IVWelcome to this week’s Wisdom and Wealth Podcast. This week’s conversation is our last of a four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Healthcare Powers of Attorney. In this week’s episode we cover1. Best practices for assisting aging parents 2. How has COVID 19 changed this process3. What happens if you don’t have this process in place prior to an eventThank you for listening and for your feedback. Please let us know if you have additional questions around this topic or if you h...
2022-12-2816 minThe Intangible Balance Sheet PodcastEpisode 44: Healthcare Power of Attorney Part IIIWelcome to this week’s Wisdom and Wealth Podcast. This week is our third episode of a four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Health Care Powers of Attorney. In today’s discussion we delve into:1. Who in your life needs this process 2. How the process changes at various stages of life3. What to consider in the event of mental illness or dementia Thank you for listening! Please let us know what you think and also pass along any questions you have a...
2022-12-2110 minThe Intangible Balance Sheet PodcastEpisode 43: Healthcare Power of Attorney Part IIWelcome to this week’s Wisdom and Wealth Podcast. This week is episode 2 of our four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Healthcare Powers of Attorney. In today’s discussion Sarah and Tom walk through how this process works in practice, Who should have copies of our HC POA, How to handle traveling with someone other than your agent, How to handle vacationing in other states and overseas and more. Thank you for listening! Please let us know what you think and also pass along any questions you have...
2022-12-1613 minThe Intangible Balance Sheet PodcastEpisode 42: Healthcare Power of Attorney Part IWelcome to this week’s Wisdom and Wealth Podcast. This week we begin a four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Healthcare Power of Attorney. In this first part of our discussion we discuss what a HC POA is, what it specifically does, whether or not a “living will is sufficient”? Who should be your Health Care Agent? Please let us know what you think of this week’s episode and also if there are additional questions you have that we did not cover! Music by bensou...
2022-12-0715 min
West Michigan Weekend (A Public Affairs Program from iHeartradio)A conversation on money and life with Brian L. VandenBrink, Advisor | CEO, CapTrust Financial Advisors(10/02/22)On this week's program, host Phil Tower welcomes Brian L. VandenBrink, CIMA®, Advisor | CEO, CapTrust Financial Advisors. Cap Trust advises its clients on financial/wealth planning, estate planning, tax planning, investment management, life guidance, and more. Online:https://www.ctfa.com
2022-10-0228 min
The Circuit of Success Podcast with Brett GillilandElizabeth Connelly Started at a Small Bank, Then Landed on Forbes America’s Top Women Wealth AdvisorsElizabeth Connelly made the Forbes list of America’s Top Women Wealth Advisors Best-In-State and St. Louis Small Business Monthly’s Top 100 St. Louisans You Should Know. Connelly and Brett discuss her early start in education, how she practices moving on from the past, and why she identifies as a “big picture person.”
Elizabeth Connelly, J.D., CTFA, CISP joined Visionary Wealth Advisors as a Partner and Sr. Wealth Management Advisor in November of 2021 with an impressive 35+ years of experience in the financial services industry. Throughout her career she has developed enduring client relationships that have spanned decades. E...
2022-07-2541 minThe Intangible Balance Sheet PodcastWisdom and Wealth Episode #8Welcome to this week’s Wisdom and Wealth Podcast. This week’s conversation is our last of a four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Healthcare Powers of Attorney. In this week’s episode we cover1. Best practices for assisting aging parents 2. How has COVID 19 changed this process3. What happens if you don’t have this process in place prior to an eventThank you for listening and for your feedback. Please let us know if you have additional questions around this topic or if you h...
2022-04-2716 min
Born to Be A Sports AgentNot all athlete financial advisors are created equalWill Thomas III, CFP® CIMA® CTFA explains the nuances between the NFLPA's approved financial advisors list and their approved financial institutions list, the steps the union has taken to tighten up their 'approved' lists, and how to evaluate who should assist you with wealth management.
2021-11-0456 min
Eddy LIVEEddy.LIVE Show ep. 106, Pete Lewry, Entrepreneur, Evolve GKDon't forget to subscribe to our channel:
https://www.youtube.com/c/EddyLIVE
One of the better football goalkeeping coaches around, #PeteLewry has been living in Taiwan for some time now. He speaks the language well,
he started his own business recently and is practically a local now.
Pete's Goalkeeping Academy, Evolve GK fills the need for the hole that is goalkeeping when it comes to the football coaching game.
Pete's specialty goalkeeping skills are in high demand as training the keeper usually gets put on the backburner
2021-10-171h 00
CNB Financial Wellness ShowEstate Planning for the 99%An estate plan is an essential component to every financial strategy, and ensuring you have one in place now can provide you with peace of mind for the future. In this episode, Amy Boyd Ertel, Esq., CTFA, Vice President, Trust Officer with CNB Wealth Management, joins CNB’s Pittsford Bank Office Manager, Harry Gibbs, to discuss key points to consider when it comes to estate planning. What is an estate plan? Why should you have one? How do you plan for incapacity? What is the difference between an executor and a trustee? It’s never too early to start plan...
2021-10-0617 min
Connect Our Elders-"Empowering Aging"Connect Our Elders With Marguerite Lorenz, CTFA, CLPF, Master Trustee, Managing Partner Of Lorenz Fiduciary Services
2021-09-1956 min
Your Financial JourneyYour Financial Journey: Saving for EducationSaving for education, borrowing, choosing the right college. These are just a few of the important factors that Investment Advisor Nicole Smit, CTFA and Assistant Vice President and Trust Officer Cheryl Dalton and I discuss this month in our August “Back to School Month” podcast. Join us for helpful advice and real-world insights on one of the biggest issues facing families today – how to make a quality education more affordable! With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financ...
2021-08-2521 minYour Financial JourneyYour Financial Journey: Teaching Kids the Value of MoneyIn this podcast, Investment Advisor Nicole Smit, CTFA and Assistant Vice President and Trust Officer Cheryl Dalton join PWA's Executive Vice President Doug DeGroot, CFP® to share their insights, not only as financial professionals but as mothers striving to set their children on a positive financial path. Join us in a brief conversation about the one important thing kids don’t learn in school – how to handle money responsibly!With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals...
2021-07-2852 minYour Financial JourneyYour Financial Journey: Estate PlanningIn this podcast, senior members of the PWA Team discuss joint tenancy, wills, trusts, estate taxes and other matters related to estate planning. Join Executive Vice President Doug DeGroot, CFP®, Senior VP Brian Granato, CTFA and Senior VP Tom Clifford as they share valuable insights gained over the years. With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.Thank you for listening. Connect with Providence Wealth Advisors on...
2021-06-1656 minYour Financial JourneyYour Financial Journey: Women & WealthIn honor of Mother’s Day, members of the PWA team discuss Women and Investing and other topics particularly important to women. Join Executive Vice President Doug DeGroot, CFP®, Laura Fasan and Nicole Smit, CTFA as they touch on establishing goals, building wealth and much more.With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or Lin...
2021-05-0336 minYour Financial JourneyYour Financial Journey: Financial LiteracyIn recognition of Financial Literacy Month and the arrival of Spring, members of the PWA team use this Podcast to provide helpful information on a few topics clients often ask about. Join Executive Vice President Doug DeGroot, CFP® and Senior Vice President Brian Granato, CTFA, as they discuss Tax Advantaged Investments, Social Security benefits and more.With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.Thank you f...
2021-04-0722 min
Fostering Conversations with Utah Foster CareWords MatterWords have weight. Words matter. By choosing sensitive language, we can positively influence both mental health and self-image of youth in foster care.
With guests China Darrington and Terra Cooper.
For more resources related to the Birth and Foster Parent Partnership visit the Children’s Trust Fund Alliance
The Children’s Trust Fund Alliance works with organizations and community groups interested in hosting Strategic Sharing workshops. Strategic Sharing helps parents who want to share their personal life experiences in a meaningful, focused and powerful way to influence policy and practice. This worksh...
2021-03-0330 min
Fostering Conversations with Utah Foster CareEpisode 9: Words MatterWords have weight. Words matter. By choosing sensitive language, we can positively influence both mental health and self-image of youth in foster care.
With guests China Darrington and Terra Cooper.
For more resources related to the Birth and Foster Parent Partnership visit the Children’s Trust Fund Alliance
The Children’s Trust Fund Alliance works with organizations and community groups interested in hosting Strategic Sharing workshops. Strategic Sharing helps parents who want to share their personal life experiences in a meaningful, focused and powerful way to influence policy and practice. This worksh...
2021-03-0230 min
FraudishEpisode 21 Marguerite C. Lorenz, CTFA, CLPF Master TrusteeMarguerite C. Lorenz, CTFA, CLPF #319: Ms. Lorenz is a master trustee and managing partner inLorenz Private Trustees, and has served as a Professional Trustee and Executor on over 100 matters. Ethics for Trustees 2.0, gives further understanding to the work of a Fiduciary, and its ethical considerations, for both professional and family member trustees. Ms. Lorenz is President of the Estate Planning Group Network, and serves as Vice-Chair of the Board for the Independent Trustee Alliance. Follow Ms. Lorenz on Twitter! @SanDiegoTrusteeBe sure and reach out to Marguerite on LinkedIn: https://www.linkedin.com/in/californiatrustee/
2021-02-2344 min
The Truthzilla PodcastTruthzilla Podcast #032 - Brian Festa - Tip of the SpearTruthzilla coming at you again this week with another dose of Truth and Justice! We had the opportunity to sit down with Brian Festa, a Connecticut based Attorney who is bringing the fight to the State of Connecticut, recently filing a lawsuit against the State seeking to strike down the education department's school mask mandate. Brian is the Co-Founder of We The Patriots USA, Inc. (WTP) and The CT Freedom Alliance, LLC (CTFA). The mission of both organizations is similar - to protect our fundamental rights and take back our country. CTFA is more of a regional organization, focusing on...
2021-01-051h 00
The Truthzilla PodcastThe Union of the Unwanted #15 - Dr. Scott Jensen/Dr. Brian Hooker/Dr. Kendra Becker - The COVID VaccineHoly smokes folks! This is the best episode of the Union of the Unwanted yet. What an honor to be in the same "room" with such individuals as Minnesota State Senator Dr. Scott Jensen, who has been targeted hard by the medical establishment for espousing TRUTH; Dr. Brian Hooker, who was thrust into the public conscience in the classic film "Vaxxed" for his work correlating vaccines to autism; and Dr. Kendra Becker, a practicing integrated physician and a powerful voice that intersects with medical truth, medical freedom and the defending the Constitution. Also, Brain Festa, Founder of both the...
2020-12-172h 44
CUTimes Perspectives podcastPreparing for the Big Wealth Transfer with a Trust Services ProgramOver the next several decades, the biggest and wealthiest generation in U.S. history will transfer $30 trillion in assets to their children. The problem is that 60% of American adults don’t have an estate plan, potentially hindering the smooth transfer of hard-earned assets from one generation to the next. Credit unions are in a unique position to help members protect against this risk. We recently brought together Rachelle Czaplinski, CTFA, senior trust officer of BECU Trust Services, and Andrea Brandon, JD, vice president of marketing for Members Trust Company, as they discussed the importance of a trust se...
2020-08-2713 min
Infini PotentielComment garder le moral pour réaliser votre projet quand tout va malCoaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTIL...
2020-07-2910 minInfini PotentielTop 3 des signes qui montrent que vous êtes en train de vous autosaboterCoaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https...
2020-07-2211 minInfini PotentielComment savoir ce que vous voulez vraiment ?Coaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https...
2020-07-1510 minInfini PotentielVoici ce qui peur réellement ruiner votre projet ! A écouter absolumentCoaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https...
2020-07-0812 minInfini PotentielComment bien vous organiser pour réaliser votre projet ?Coaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https...
2020-07-0112 min
Navigating Our WorldChildren in Crisis: How a Focus on Partnership and Education Can Brighten the FutureCaryl Stern, long-time CEO at UNICEF USA and now executive director at the Walton Family Foundation, has spent her career focused on elevating the well-being of children. While Caryl is deeply concerned about the inequities that the pandemic is exacerbating, she is also profoundly energized about the current innovation, partnerships and social justice movements that can deliver quality education and opportunity for our next generation. Guest:Caryl M. SternExecutive Director, Walton Family Foundation Host:Dune Thorne, CTFA, CWS Head of Private Client Growth and Strategy, Brown AdvisoryB...
2020-06-3028 minInfini Potentielcomment développer votre créativité pour réaliser votre projetCoaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https...
2020-06-2811 minInfini PotentielComment réussir enfin à réaliser votre projet (en finir avec la procrastination)Coaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https...
2020-06-2711 minInfini PotentielComment garder la motivation pour réaliser votre projet ?Coaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https...
2020-06-2609 minInfini PotentielD'où vient votre plus grand problème et comment l'éliminer pour réaliser votre projetCoaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https...
2020-06-2508 minInfini PotentielComment éliminer le stress pour réaliser votre projet en toute sérénitéCoaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https...
2020-06-2411 minInfini PotentielQu'est ce qui vous garantie la matérialisation certaine de votre projet ?Coaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https...
2020-06-2310 minInfini PotentielComment garder le cap pour réaliser votre projet avec sérénité ?Coaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https...
2020-06-2212 minInfini PotentielComment faire les bons choix pour réaliser votre projet ?Coaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https...
2020-06-2110 minInfini PotentielComment vous différencier lorsque vous réalisez votre projetCoaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https...
2020-06-2011 minInfini PotentielComment faire lorsque vous n'en avez plus envie de réaliser votre projet ?Coaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
2020-06-1911 minInfini PotentielQu'est-ce qui est gratuit avec lequel vous réalisez votre projet à coup sûrCoaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https://urlz.fr/cVV8
INFINIE GRATITUDE™Le Journal de Gratitude des Porteurs de Projet Éveillés et Intuitifs :
♦♦♦♦SUIVRE INFINI POTENTIEL ♦♦♦♦
C o n t
2020-06-1809 minInfini PotentielQuel est l'élément le plus important pour réaliser votre projet ?Coaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https://urlz.fr/cVV8
INFINIE GRATITUDE™Le Journal de Gratitude des Porteurs de Projet Éveillés et Intuitifs :
♦♦♦♦SUIVRE INFINI POTENTIEL ♦♦♦♦
C o n t
2020-06-1724 minInfini PotentielComment sortir de votre zone de confort ?Coaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRAINE DE PROJET™ Le Carnet de Notes d’où Germent Vos Idées
https://urlz.fr/cVV8
INFINIE GRATITUDE™Le Journal de Gratitude des Porteurs de Projet Éveillés et Intuitifs :
♦♦♦♦SUIVRE INFINI POTENTIEL ♦♦♦♦
C o n t
2020-06-1610 minInfini PotentielComment muscler votre cerveau et réaliser votre projet avec assurance ?Coaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRATEFUL & BLESSED™Le Journal de Gratitude des Porteurs de Projet Éveillés...
2020-06-1510 minInfini PotentielComment surmonter la peur de réaliser votre projet ? [3 astuces puissantes]Coaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTILS 🔧▬▬▬▬▬▬▬▬▬▬▬
OBJECTIF GENUS™Le Planificateur Intemporel Pour Réalier votre Projet en 90 jours https://urlz.fr/cSlJ
GRATEFUL & BLESSED™Le Journal de Gratitude des Porteurs de Projet Éveillés...
2020-06-1414 minInfini PotentielComment être motivé pour réaliser votre projet ? [3 clés puissantes]Coaching Privé : https://urlz.fr/cTFa
Sur cette chaîne, je partage mes meilleurs stratégies, pour permettre aux porteurs de projets éveillés et intuitifs de réaliser leur projet.
📺 ABONNEZ-VOUS ICI : https://urlz.fr/cSYd
▬▬▬▬▬▬▬▬▬▬▬ 🤑LES OFFERTS 🤑▬▬▬▬▬▬▬▬▬▬▬
♾ Rejoignez le cercle des Éveillés : http://infinipotentiel.com/
Podcast : http://infinipotentiel.com/podcast-infini-potentiel/
▬▬▬▬▬▬▬▬▬▬▬ 🎓COACHING & FORMATIONS 🎓▬▬▬▬▬▬▬▬▬▬▬
Le Coaching qui vous connecte à votre âme : http://infinipotentiel.com/coaching-qui-vous-connecte-a-votre-ame/
La MÉTHODO™ : http://infinipotentiel.com/formations/
▬▬▬▬▬▬▬▬▬▬▬ 🔧 LA BOITE A OUTIL...
2020-06-1314 min
Money Matters Top Tips with Adam TorresAdam Torres interviews Chris LaPorta AFIM, CTFA, VP of Investments & Operations at ATG Trust CompanyAdam Torres interviews Chris LaPorta AFIM, CTFA, VP of Investments & Operations at ATG Trust Company in this episode.
Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule.
Apply to be interviewed by Adam on our podcast:
https://www.moneymatterstoptips.com/podcastguest
2019-12-1911 min