Two friends on opposite coasts, with 50 years of combined professional experience in the investment and financial consulting industry, get together every week to talk money in a way that makes sense.
Money Matters
Doug, Linda, & Deborah Lewis
Brian Kasal
Irvin Schorsch
Tim Scannell
Justin Bennett
Greg Majors
Morrie W. Reiff
Investment Quorum
OWLFI
Carte Financial
Clarity 2 Prosperity
Citywire
Mueller Financial Services, Inc.
InsurMark
Federal News Network | Hubbard Radio
Jammie Avila
Alliance of Comprehensive Planners (ACP)
DPL Financial Partners
CPA Canada
Bulman Wealth Group
nextgenin10
LifeYield
RetireReady Solutions
Ben D. Jones and Emily Larsen with BMO Global Asset Management
Carson Coaching
Russ Thornton
FSPgo
Lockie Fogarty
Mike McGlothlin
Summit Wealth Group
Tony D'Amico
cedrive
Jeb Jarrell
Caprice Gibson
Jim Bishopp
Robert Curtiss
Alan Moran
KLO Financial Services
Pete Bush & Bill Bush: Horizon Wealth Management Financial Advisors
Jeff Boron
Financial Planning Association
Derek Gregoire, Keith Ellis, and Matthew Peck
Hampstead Wealth Management
Caleb Brown
Wesley Forster
Right on the Money Show
Jacqueline Lockie
FPA of NJ
Citywire
Patrick White, EA & Brian Pelling, CFA
Aged Care Steps
Jonathan Bednar II, CFP🄬
SimplyAdvised
InsurMark
Cathy Curtis, CFP
Nicole Romito
Josh Null
Josh Greenberg
Adviser Gap
Peter Raskin
Wealth Beyond Taxes
Canny Group
JT Financial Group
Brad Gotto and Matt Stahl
David Vallieres
Customplan Financial Advisors Inc.
Brett Fellows, CFP®
Buddy Rathmell
Kris Flammang and Mark Picchi
Herbert&Webster
Presented by Be Eminent
Doug Alden
UBS advisor podcasts
Darren Wurz
Elena Pullen-Venema
Wayne M. Zell
Kate Holmes
Dominique Henderson, CFP®
Mary Beth Storjohann
Braun-Bostich & Associates
Homer Smith
BA Schrock Financial Group
PracticeLab podcast
Brown Shipley
DPL Financial Partners
Sequoia Financial Group
David Pulcini
Mark Wade
BerganKDV, Thomas Pargett
John Browning
None
The Institute of Advanced Financial Planners | David Miller
Alma Espericueta
John Teixeira and Nick McDevitt
Old Mutual
Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
The Pinnacle Group