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Elderly Clients with Rick Kagawa

Today’s episode we are doing something a bit differently. Instead of the normal format, we have our first case study to share with you. Rick Kagawa from Capital Resources joins us to share with you a real client situation he dealt with and his insights from working...

What is Financial Planning?

We are excited to have Elissa Buie join us to discuss what is financial planning. She owns one-half of the Yeske Buie firm which is on the front lines of pushing our profession forward. Elissa sits on the Board of Trustees for the Foundation for Financial Planning, is...

New Year, New Show?

Hannah Moore, CFP® and owner of Guiding Wealth Management goes from the interviewer to the interviewee. Charlie Moore, the person responsible for the weekly editing steps out and is the one to interview me. Hear how I got started as a financial planner, my tips on...