Medicare with Jan Whitfield
October 21, 2019
10/19/2019 Hour 1 Medicare open enrollment and Medicare Advantage plans with Jan Whitfield
October 2019
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Psychology of Investing
October 21, 2019
10/19/2019 Hour 2 Psychology of investing, how investor actions affect returns
Podcast: Play in new window | Download (Duration: 44:36 — 62.2MB)
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Environmental Social and Governance (ESG) Funds
October 21, 2019
10/19/2019 Hour 3 Environmental social and corporate governance (ESG) funds with Jim Wood
Podcast: Play in new window | Download (Duration: 45:37 — 63.6MB)
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The Mind and Money
October 14, 2019
10/12/2019 Hour 1 The psychology of investment decision making
Podcast: Play in new window | Download (Duration: 44:06 — 61.5MB)
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Robo-Advisers and Socially Responsible Investing
October 14, 2019
10/12/2019 Hour 2 Robo-advisers and hidden management fees, socially responsible investing
Podcast: Play in new window | Download (Duration: 45:27 — 63.3MB)
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Investor Education
October 12, 2019
All of our clients are welcome and encouraged to attend educational workshops in addition to one-on-one wealth coaching on a regular basis. All of these
Diversification and Mutual Funds Concentrated in Large US Companies
October 7, 2019
10/5/2019 Hour 1 Diversification, mutual funds concentrated in large US companies, large growth stocks – good and bad periods
Podcast: Play in new window | Download (Duration: 44:55 — 62.6MB)
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Recessions
October 7, 2019
10/5/2019 Hour 2 Recessions, cannabis stock speculation, gold, and coaching process
Podcast: Play in new window | Download (Duration: 44:57 — 62.7MB)
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