Kathi Balasek – Personal Widowhood Experience
Kathi Balasek is an educator, the founder of Grief Smart Advisor, and a widow. Kathi shares her personal journey with widowhood, what it is like …
Kathi Balasek is an educator, the founder of Grief Smart Advisor, and a widow. Kathi shares her personal journey with widowhood, what it is like …
Stacy Francis is the Founder of Francis Financial and Savvy Ladies. She joined me to talk about the steps to take after a loved one …
Nate Astle is the founder of Relational Money and a licensed marriage and family therapist. He discusses what financial therapy is, how couples can have …
Danika Waddell, CFP®, RLP® is the founder and lead financial planner of Xena Financial Planning. She loves working with couples who don’t see eye to …
Joanne Giardini-Russell is a Medicare Nerd and Owner of Giardini Medicare. She discusses the basics of Medicare Part A, Part B, Part C, and Part …
Susan Rupe is the managing editor of a leading, Web-based trade publication for insurance agents, home office personnel, and other professionals in the life, health, …
Ann Garcia is the owner of Independent Progressive Advisors, author of The College Financial Lady blog, and author of How to Pay for College. Ann …
Caroline Gaynor is a Relationship Director and Investment Specialist at a large investment company. She discusses what it was like when her mom was diagnosed …
Cathy Sikorski is an eldercare attorney and caregiver. She talks about the important legal documents people want to have before a health crisis occurs, the …
Simon Tryzna, CFA is a Chief Investment Officer and Financial Planner in California. He discusses what it was like when his dad was diagnosed with …