S5E18 – Financial Life Planning Q&A: How to Make Your Money Support the Life You Want
What do you want your money to accomplish? It sounds like a simple question, but it can be difficult to
S4E14 – How Retirees Can Handle Emotions of a Down Market
In this heartfelt and timely episode, Dave and Nick step away from charts and market trends to focus on something
Why Dave Shotwell Became a Financial Planner
Join Nick and Dave as Nick interviews Dave as to the “why” and the “how” of his journey to becoming