Conversations on Wealth Beyond: Recent Episodes
Joe Moss
In this episode, we talk with Derick Kopp of Kopp Financial Coaching about his unique take on perspectives and personalities as it pertains to money. How do your personality and life experiences affect they way to think about and relate to money? I particularly liked the B.R.A.I.N. acronym for decision making!
You can find out more about Derick at his website: www.stresslessaboutmoney.com or on his Facebook page: https://www.facebook.com/derickgkopp
Ross is a financial advisor specializing in working with successful small business owners and helping them understand taxes, insurance, and investing.
You can connect with him on LinkedIn here: https://www.linkedin.com/in/rosskline
All securities through Money Concepts Capital Corp. Member FINRA/SIPC Advanced Financial Solutions is not affiliated with Money Concepts
In this podcast with wealth advisor Adam Doran, we discuss how he found himself in financial services, how he would like to disrupt the industry, and a simple three prong approach to building real wealth. Enjoy!
You can connect with Adam on LinkedIn here: https://www.linkedin.com/in/adamdoran33