With the end of 2020 FINALLY in sight, (and what a long 38 months it's been), we're excited to bring you all of our best lessons from the last year. Between Paula Pant and Len Penzo, with OG and Joe …
5 Million Dollar Ideas (with Paul Merriman)
Few people have seen as many great ideas (and horrible ideas) as Paul Merriman. We were listening to Paul Merriman's advice long before we had a podcast and today we FINALLY were able to sit down with …
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A Beginner’s Guide to Life Settlements and How They Affect Your Financial Well Being
Source: Pexels As we age we take on more responsibility – and financial responsibility is no exception. The older we get, the more complex our financial obligations become, which means that we need …
The View Across The Pond: COVID in the UK – an Accountant’s Take
COVID-19 really did a number on the economy. For surviving businesses, going out of business is still a very real possibility. Even companies that aren’t currently teetering on the edge financially …
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Creating Your Financial Starter Kit (with Symoné B. Beez)
Know anyone just beginning their financial journey? Well, gather them round your listening device because on today's show Symoné B. "Beez," author of Financial Starter Kit and co-host of the new …
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A Prince Needs Your Help AND The IRS Is Coming (plus Vanguard’s new Digital Advisor)
A certain prince is having some issues and only YOU can help! Do you help him? Whether it's that scam, the IRS is knocking on your door, or another reach into your pocketbook, scams are everywhere …
