This Is Not Financial Advice Hits Tribeca Film Festival

Yesterday the film This Is Not Financial Advice premiered at the Tribeca Film Festival in front of a sold-out audience and I couldn’t be happier for Chris Temple and everyone involved with the project. Last summer at the FutureProof conference, a conference I highly recommend all of the financial advisor readers to attend this summer, attendees were able to see…

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The Next Episode

One Year In | The Next Episode

In this episode, Terry reflects on the first year of his “Encore”, aka retirement. The guys not only talk about how Terry has adjusted to his new life but also discuss some of the economic headwinds being experienced right now. In addition to The Next Episode, Terry has started writing about his experiences on his blog, Terry’s Thoughts. Check it…

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More Than Money

From Unanswered Questions To Financial Confidence with Melissa Joy, CFP®, CDFA® | More Than Money

This episode of the More Than Money Series features Melissa Joy. Melissa’s chapter, From Unanswered Questions To Financial Confidence, can be found on page 221. Be sure to stay tuned for more episode with the authors of More Than Money. If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internship…

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