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…
What The Hat Lady Of Hollywood Taught Us with Andrew Martz, CFP®, MBA | More Than Money
This episode of the More Than Money Series features Andrew Martz CFP®, MBA. Andrew’s chapter, What The Hat Lady Of Hollywood Taught Us can be found on page 105. 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…
Higher Earners, Not Wealthy…Yet with Jordan Benold | More Than Money
This episode of the More Than Money Series features Jordan Benold. Jordan’s chapter, High Earners, Not Wealthy…Yet can be found on page 89 . 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 and…
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…
Living Your Own Financial Life with Kevin Mahoney, CFP® | More Than Money
This episode of the More Than Money Series features Kevin Mahoney. Kevin’s chapter, Living Your Own Financial Life can be found on page 193 . 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…
A Change Of Retirement Plans with Todd Bryant, CFP®, ChFC®, CLU®, AIF® | More Than Money
This episode of the More Than Money Series features Todd Bryant. Todd’s chapter, A Change Of Retirement Plans can be found on page 155. 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 and…
Picking Up The (Financial) Pieces with Douglas Lynch, CPA, CFA, CFP® | More Than Money
This episode of the More Than Money Series features Douglas Lynch. Douglas’s chapter, Picking Up The (Financial) Pieces can be found on page 71. 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 and…
What Matters The Most with Steven Fox, CFP®, EA | More Than Money
This episode of the More Than Money Series features Steven Fox. Steven’s chapter, What Matters The Most can be found on page 95. 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 and The…
Finding A New Life Plan with Michael Baker, CFP®, CIMA®, RICP®, RMA® | More Than Money
This episode of the More Than Money Series features Michael Baker. Michael’s chapter, Finding A New Life Plan can be found on page 63. 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 and…
The American Dream with Dana Menard, CFP®, EA | More Than Money
This episode of the More Than Money Series features Dana Menard. Dana’s chapter, The American Dream can be found on page 113. 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 and The Foundation…