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Mixing Fitness with Finance

I’m excited to have Catalina M. Franco-Cicero, MS, CFP®  of Fiscal Fitness Clubs on the podcast. This episode will be the first of a three part series with Cat and her business partner Carol Craige. Carol will join us for the second episode and later the two will...

The Story that is Dave Grant: Act 2

Thanks for joining us for part 2 of my interview with Dave Grant from Retirement Matters. Once again, Dave’s willingness to open up and honestly share his experiences as an RIA owner is a breath of fresh air to young planners striving to carve out their place in...