Last week I hosted a Zoom video conference with over 20 financial advisors (although the information is applicable to everyone) showing how easy it is to edit videos; I’m an advocate of using video to help tell your story, no matter your profession, and help develop your personal brand. One way to step up the quality of your video is…
George Kinder is the father of life planning and more in-depth and intentional financial planning process; I had the privilege to talk with George for an episode that will be on the podcast next week, but I couldn’t wait to share the three questions that he teaches in his book The Seven Stages Of Money Maturity. Give today’s Rundown a…
Week In Review Articles: The WSJ: Stocks Close Lower as Trump’s Mexico Tariff Threat Rattles Markets The WSJ: China Signals It Is Willing to Return to Trade Talks With U.S. RLS Wealth Management Rundown Amazon Alexa Flash Briefing Weekly Mixtape: Casey Mullooly: Help “I’ll end with this: even when things seem fine, check on people. Even when you’re scared to get the real…